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Lead Business Analyst

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Department:

Agency Experience

Typical Tenure for this Role:

5+ years

Promotion to this role is subject to availability.

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Role Overview

Role Description

The Lead Business Analyst is a recognized subject matter expert who leads complex projects and provides high-level analysis to solve intricate business problems. This role is responsible for ensuring the accuracy of reporting and requirements while serving as a primary bridge to the business. Beyond individual contributions, the Lead Analyst is a cornerstone of the team’s development—supporting, mentoring, and guiding the Analyst team. They are expected to rigorously test processes to identify errors and proactively uncover opportunities for operational improvement. 

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Key Skills & Competencies

The focus for this role is on independent project leadership, technical mastery, and strategic influence: 

Strategic Leadership & Guidance: 

  • Strategic Insights: Provides high-level insights and strategic guidance to management to influence decision-making. 

  • Mentorship: Acts as a mentor and trainer for the broader analyst team, fostering technical and professional growth. 

Project & Requirement Management: 

  • Independent Oversight: Proven ability to lead large-scale projects and requirement-gathering sessions independently. 

  • Documentation: Expert-level capability in documenting complex business requirements and standardizing data analysis. 

Technical & Analytical Execution: 

  • Process Improvement: Actively drives process improvements and identifies system/workflow opportunities. 

  • Negotiation & Collaboration: Strong ability to negotiate business needs and facilitate cross-departmental collaboration. 

Communication: 

  • Analytical Communication: Translates complex report results and data findings into clear, actionable requirements for business stakeholders with a high level of accuracy. 

KPIs

Performance is measured by project efficiency and the success of business partnerships: 

  • Project Management: Projects are completed on time and on budget. 

  • Stakeholder Support: Efficacy in supporting internal "customers" with analytics needs that successfully move recommendations and projects forward. 

Role Development

Learning and Development

Training in the following is required for this role:

  • Advanced Excel 

  • Tableau 

  • SQL 

Training in the following is an advantage in this role:

  • Python

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Guidelines for Promotion into this Role

Promotion is merit-based and recognizes those who demonstrate: 

  • Strategic Leadership: The ability to set a vision, define goals, and execute plans that drive tangible business value and innovation. 

  • Executive Presence: Effectiveness in communicating with senior leadership, presenting complex ideas persuasively, and influencing strategic decision-making. 

Beyond this Role

Common Next Roles

Supervisor, Agency Experience

Marketing Analytics

IT/Technical Analyst

Actuarial

Product

Similar Roles

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