Business Intelligence Analyst (Entry Level) at Barrett Financial

About Barrett Financial Group

At Barrett Financial Group, we like to keep things real. Real people, real collaboration, and really great loans. Our Chandler office is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.

We believe work should be both rewarding and enjoyable, and our culture reflects that. Whether it’s teamwork, innovation, or celebrating wins big and small, Barrett is a place where people thrive together.

About the Role

The Business Intelligence Analyst plays an important part in our Business Intelligence team and helps turn data into insights that drive better decisions across the company. In this entry-level role, you will create dashboards, build reports, and transform raw data into meaningful insights using Power BI, Excel, and SQL. You will work closely with leadership and cross-functional teams to support operational reporting, expense tracking, performance analysis, and KPI development, while leveraging enhanced and automated processes to improve efficiency across the organization.

This role blends the mindset of a software engineer with the workload of finance and data analysis. It is ideal for someone who enjoys problem-solving, working with numbers, and making data actionable.

What You’ll Do

• Clean, organize, and transform data from internal systems such as ARIVE into accurate, usable reports
• Build and maintain Excel-based reports, including KPIs, rankings, compensation plans, and budgeting tools
• Create and update dashboards and reports using Power BI within the Microsoft technology stack
• Analyze performance data to determine rankings and insights for Loan Officers and other business units
• Support leadership with ad hoc data requests, reporting, and analysis
• Identify data inconsistencies and work through solutions to improve accuracy and usability
• Collaborate with internal teams to understand reporting needs and business goals

What You Bring

• Strong Excel skills, including formulas, pivot tables, and data transformation is preferred
• Ability to understand and work with data, numbers, and basic financial concepts
• Strong arithmetic skills and comfort with mental math
• Problem-solving and critical-thinking skills with a “make it happen” mindset
• Adaptability and willingness to learn new tools and processes
• Growth mindset and desire to continuously improve
• Bachelor’s degree in Computer Science, Finance, Business,  Engineering, Data Analytics, Accounting or a related field preferred
• Experience with Power BI, macros, or backend coding is a plus

Why You’ll Love Working Here

• A fun, supportive team that values collaboration and celebrating wins
• Leadership that values your ideas, initiative, and career growth
• Hands-on experience with real business data and executive-facing reports
• Opportunities to learn, grow, and make an impact as Barrett continues to expand
• A culture that balances professionalism with personality

Ready to Join Us?

If you’re excited about this opportunity and want to be part of a company that’s as people-focused as it is performance-driven, we’d love to connect. Apply today and be part of the Barrett Financial Group family.

Barrett Financial Group is an equal opportunity employer.