Senior Data & BI Analyst

Project Description

At Client, the Wealth Management Planning and Discovery development team is responsible for integrating with and extending a vendor-based financial planning tool. The system will be used by 19,000+ Financial Advisors to help clients in their financial planning needs. The system will also be integrated with various cloud and in-house applications to achieve the best users experience for the end users.

Responsibilities

• Maintain a strong understanding of division results & key business drivers, as well as an understanding of key strategies & priorities of business, to be able to apply business knowledge to analytic approach to address business questions.
• Drive measurement and improvement strategies by connecting business activity to outcomes that will help achieve stated goals.
• Build and maintain a strong knowledge of data sets available to the analyst
• Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
• Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues.
• Define business and data requirements for analytic deliverables, and serve as liaison with IS support teams. Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.
• Understand and apply beginning statistical concepts
• Provide actionable insights to support business decisions, primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling and data visualization to identify patterns/trends/insights etc. on ambiguous business problems


• Independently generate and incorporate insights into a cohesive story that clearly addresses business questions. Effectively create and communicate tailored messages to the business partners regarding analytic ideas, approach, key takeaways and actionable insights.
• Ability to communicate technical information to non-technical audiences.
• "Develop and manage business relationships with project team members and leaders across the organization."
• Consult with business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.
• Lead the development and monitoring of KPIs and benchmarks. Ability to communicate results to senior leaders.
• Serve as a technical and functional data subject matter expert

Skills

Must have

• Bachelor's Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience). Advanced degree or certification preferred.
• 3-5 years, with at least 2 years of analytic experience
• Proficiency in interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
• Experience with data manipulation languages, such as SQL, required
• Knowledge of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, exploratory analysis, and variance analysis required.
• Ability to perform univariate analytic analytical techniques
• Experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graphs
• Experience with visualization tools such as Tableau, PowerBi, or QlikView.
• Strong analytical, critical and systems thinking required.

Nice to have

• Good understanding of Agile framework (SCRUM)
• Familiarity with Salesforce is a plus.

Languages

English: C2 Proficient

Seniority

Senior

Relocation package

If needed, we can help you with relocation process.

Vacancy Specialization

BI Engineering

Ref Number

VR-97640