Director, Business Intelligence & Analytics
Status: Full-Time / Permanent / Exempt
Location: Remote (U.S. Based)
Reports to: VP, Financial Planning & Analysis
Function: Finance / FP&A
Salary: $175,000-$200,000
Incentives: Annual Bonus + Equity
Position Overview
SavATree is seeking a Director of Business Intelligence & Analytics to lead the
development of a scalable, trusted enterprise reporting and analytics function
across a complex, multi-unit services organization.
This leader will be responsible for both what we measure and how we deliver it:
establishing financially grounded KPIs and analytical frameworks, while
designing a BI environment that can effectively serve executives, field leaders
and functional teams.
The data is largely in place; the work is in combining it into reporting the
business can act on. A reporting reset is underway to consolidate conflicting
metric definitions into a single governed set that ties to the financials. The
SavATree Division is moving to Microsoft Dynamics 365, while the Thrive Division
will remain on separate systems. The Director will carry that work forward with
significant latitude to shape the function.
This is not primarily a data engineering role. The ideal candidate will combine
business and financial acumen, analytical rigor, BI architecture and product
thinking, and sufficient technical depth to direct technical delivery
effectively.
Key Responsibilities
BI Strategy & Reporting Architecture
Develop and continuously evolve a scalable enterprise BI and reporting
architecture across divisions, regions and locations.
Lead the reporting reset — consolidate conflicting metric definitions into
one governed set, tie reporting out to financial results, and hold new build
to that standard.
Design models and definitions to survive a source-system change and to
reconcile across divisions on different ERPs.
Establish consistent executive, regional, branch and functional reporting
with clear drill paths from results to underlying drivers.
Build a governed self-service analytics environment that balances
accessibility, consistency and data integrity.
Rationalize existing reports and tools, eliminating duplicative or low-value
reporting.
Help shape the Company’s BI technology strategy through a structured
evaluation of the current Sigma environment against alternative platforms and
recommend a go-forward toolset and migration path.
Establish standards for KPI definitions, dashboard development, governance,
deployment, access and lifecycle management.
Business & Financial Analytics
Build an integrated analytical framework connecting operating activity to
revenue, profitability and financial performance.
Develop reporting across:
Marketing funnel KPIs, including leads, appointments, visits, pitches,
sales and conversion
Sold work, cancellations, backlog, scheduling and production
Labor hours, capacity, utilization, routing and revenue per hour
Customer mix, including new, existing, lapsed and reactivated customers
Service, channel and customer mix
Price, volume, mix and timing
Partner with FP&A to ensure operational reporting is aligned with actuals,
budget, forecast and prior year.
Develop pacing and forecasting views incorporating production days, holidays,
weekends, seasonality, weather, backlog and year-to-go expectations.
Create diagnostic reporting that helps leaders understand not only what
changed, but why and what action is required.
Data, Technology & Team Leadership
Partner with IT (Enterprise Architecture, Business Applications) to ensure BI
solutions align with enterprise architecture, data standards, system
integrations, and broader technology strategy. IT owns enterprise
architecture, source systems and ingestion; this role owns the analytical
models and reporting built on top of them.
Define analytical data models and semantic structures that support consistent
reporting across organization, service, customer, channel and time
dimensions.
Maintain sufficient technical depth to independently interrogate data,
validate business logic, challenge technical solutions, and build directly.
Lead external delivery partners, translating priorities set with Finance and
Operations leadership into a disciplined development roadmap.
Serve as the interface between the technical team and business stakeholders,
converting business questions into buildable specifications and technical
output into something operators can act on.
Establish strong QA, data-quality and deployment practices.
Leverage emerging AI and development tools to improve analytical and
development productivity.
Drive adoption through stakeholder engagement, training and continuous
improvement.
Candidate Profile
The ideal candidate combines the analytical orientation of a senior business or
FP&A leader with the architecture and product mindset of a strong BI leader.
They should be comfortable:
Diagnosing the drivers behind financial and operational performance
Designing reporting environments that scale across hundreds of users
Reviewing SQL and data-model logic with technical teams
Turning ambiguous business questions into specifications an engineer can
build from
Reconciling operational KPIs to financial results
Presenting clear, concise conclusions to senior executives and operating
leaders
The strongest candidate will know what the organization should measure, how
those measures should fit together, how the reporting environment should be
designed, and how to lead the team required to build and improve it.
Experience & Qualifications
8–12+ years of experience across business intelligence, analytics, FP&A or
related functions, including leadership responsibility.
Demonstrated experience designing and scaling enterprise BI/reporting
environments.
Experience in a multi-unit, multi-location or operationally complex business;
field services, home services, route-based services, retail, healthcare
services or similar industries preferred.
Strong financial and commercial acumen, including budgeting, forecasting and
variance analysis.
Strong SQL and advanced Excel capabilities.
Significant experience with modern BI platforms such as Sigma, Power BI,
Tableau or equivalent.
Working knowledge of dimensional modeling, semantic layers, data warehouses,
ETL/ELT and data governance.
Hands-on experience with a modern cloud data stack — Snowflake or equivalent
warehouse, dbt or comparable transformation tooling, and managed ingestion
such as Fivetran.
Exposure to reporting continuity through an ERP or core system migration
preferred.
Experience directing technical development teams, internal or contracted.
Strong executive communication and stakeholder-management skills.
Demonstrated curiosity and practical adoption of AI and emerging analytics
tools.