Job Details

Job Details

Position Type
Full Time

Salary Range
$120000.00 - $135000.00 Salary

Job Shift
Day

Description

POSITION SUMMARYThe Business Intelligence Architect for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Data Analyst. This role is not only responsible for designing and implementing BI solutions but also for deeply understanding both our data and business processes in order to recommend improvements that optimize workflows, services, and performance outcomes. The Business Intelligence Architect combines technical expertise with strong business acumen, acting as a bridge between data and decision-making. By aligning analytics with organizational goals, this individual will help drive measurable improvements in KPIs and overall business efficiency. This role must also champion Optima's culture and Core Values and help to deliver the best customer experience.ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:

• Partner with business leaders to understand objectives, workflows, and KPIs, and translate them into actionable BI strategies and solutions.

• Architect and implement scalable BI systems, dashboards, and reporting frameworks using tools such as Power BI, Tableau.

• Develop and optimize SQL queries, data models, and ETL processes to ensure accurate, timely, and reliable analytics.

• Identify process inefficiencies and provide data-driven recommendationsto improve workflows, services, and decision-making.

• Collaborate with data engineers and analysts to maintain high-quality, consistent, and governed data sources.

• Translate complex datasets-including financial and tax-related data-into actionable insights for business stakeholders.

• Ensure BI solutions are aligned with business strategy and deliver measurable impact on KPIs.

• Create and maintain documentation, data definitions, and governance best practices.

• Provide training and guidance to business teams on leveraging BI tools and interpreting insights effectively.

• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).

• Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

Qualifications

EDUCATION AND EXPERIENCE REQUIREMENTSBachelor's degree in a related field from an accredited institution, or equivalent combination of education and experience.Proven experience as a BI Architect, BI Developer, or Data Solutions Architect, with a strong track record of aligning BI with business outcomes.Deep expertise in BI platforms (Power BI, Tableau, or similar), SQL, and data modeling.Strong understanding of business processes and KPIs, with the ability to make strategic recommendations.Experience with financial or tax-related data is a plus.KNOWLEDGE, SKILLS,& ABILITIESAbility to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.Excellent communication and stakeholder management skills to bridge technical and business teams.Excellent organizational, time-management, and written skills.History of successfully exceeding goals in a fast-paced environment.Strong work ethic and commitment to excellence.Meticulous attention to detail and high sense of accountability.Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook).