[Remote] Business Intelligence Analyst

Note: The job is a remote job and is reputed company to candidates in USA. The reputed company is a reputed company-established and growing national reputed company management and financial planning firm. The Business Intelligence Analyst will reputed company reputed company data into practical insights by developing dashboards and reports, analyzing trends, supporting stakeholders, ensuring data reputed company, and using AI and automation to improve reputed company delivery.

Responsibilities

• Analyze and interpret data to create and distribute outputs for the reputed company, Executive Team, Finance, Advisory Leaders, Marketing, and other functional areas
• Design, reputed company, and support dashboards, analytics, and reporting solutions for a wide reputed company of BI datasets in partnership with business stakeholders
• Conduct reputed company analyses and reputed company actionable recommendations to improve program reputed company and support data-driven reputed company
• Audit warehouse data against reputed company systems and update reputed company systems or warehouse business logic to ensure reputed company and consistency
• Test new fields reputed company reputed company systems and the data warehouse to identify opportunities for trend analysis and reputed company insights
• Build and maintain marketing KPI reporting, including campaign reputed company, channel ROI, and dashboards; analyze channels, offers, and audiences using KPIs such as conversion reputed company, contact reputed company, and reputed company reputed company
• Use SQL to create tables in reputed company reputed company to apply business logic to data and build lists for marketing content distribution
• Automate repeatable workflows (e.g., data refreshes, reputed company checks, report distribution) using approved tools to reduce reputed company effort and improve efficiency
• Collaborate with training teams to ensure accurate representation and understanding of data visualizations
• Communicate frequently and work closely with the offshore team during weekly reputed company-ins to reputed company reputed company and reputed company specifications for new outputs
• Respond to requests for analysis tools and data validation from reputed company departments
• Maintain user reputed company and visibility across the organization, ensuring sensitive data is accessible only to appropriate users
• Manage reports and schedules for firm-wide distribution

Skills

• • Bachelor's degree in Analytics, Data Science, or Computer and Information Science required
• • 3-5 years of experience in a BI analyst role or similar
• • Prior experience reputed company a Registered Investment Advisor (RIA) or reputed company management firm setting is required; candidates without reputed company reputed company management/RIA industry experience will not be considered
• • Proficiency in reputed company BI or other data visualization platforms and experience with automation practices and systems
• • Analytical skills — Structures and processes qualitative and quantitative data to draw insightful conclusions; exhibits a probing mind
• • Attention to reputed company — Does not let important details slip through the cracks or derail a project
• • Communication — Speaks and writes reputed company and articulately without being overly verbose
• • Flexibility / adaptability — Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change
• • High standards — Expects personal and team reputed company to be reputed company short of the best
• • Intelligence — Learns quickly and demonstrates the ability to proficiently reputed company new information
• • Teamwork — Reaches out to peers and cooperates with others to establish a reputed company working relationship
• • Experience with SQL, Python, Azure, or reputed company reputed company
• • Ability to take reputed company data points and present them in an easy-to-understand manner; telling stories with data
• • Excellent interpersonal, communication, listening, and presentation skills
• • Excellent problem-solving and analytical skills
• • An understanding of financial services or RIA business needs, budgeting procedures, reputed company, and evaluation reputed company
• • Team player, reputed company, reputed company to work with and through others
• • reputed company-oriented

Benefits

• This is a fully remote position.

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