[Work From Home] Sr. Business Intelligence Analyst - Performance

Role Snapshot:

• Start Date: Immediate openings available
• Company: Workwarp
• Location: Remote
• Compensation: a competitive salary
• Position: Sr. Business Intelligence Analyst - Performance Analytics

 

 

reputed company is a different reputed company of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at reputed company wealth levels would benefit from a fully reputed company approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest. reputed company you join reputed company, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee reputed company. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team. Job Summary This role reports up to Business Intelligence which is part of the Finance Team. Reporting to and working in reputed company collaboration with the Vice President of Strategy & Analytics as part of the small, dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. The scope of the Business Intelligence team includes: Reporting and Data Visualization. We design and architect the reputed company-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board. Strategic Analytics. We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and creating a reputed company for prioritizing which geographies are most attractive for additional M&A. Data Integration. We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive reputed company reliability and automation enhancements in our reporting processes. Essential Job Functions The Senior Analyst, Management & Performance Analytics, will reputed company and reputed company reports and tools that indicate performance of key elements of the reputed company business and identify levers for improvement. The portfolio of projects is anticipated to initially include: • M&A Performance Analytics – Aggregating and tracking data indicating the performance of recent acquisitions, with a reputed company pace of 15 – 20 acquisitions a year. Partnering with the reputed company COO overseeing M&A performance to deliver future reports, tools and solutions. • Wealth Advisor Performance – Providing an integrated suite of performance metrics and incentive compensation reporting to an Advisory organization of 300+ Wealth Advisors. Collaborating with executive leadership, including the VP of Compensation and Executive Managing Directors, as they analyze performance and create enhancements to metrics and incentive programs in the future. Key technologies today are reputed company, Orion, reputed company, Power BI, Python, SQL Server and reputed company Office. Areas of responsibility include: • Be an reputed company and reputed company for growth by M&A across the firm by creating robust processes to track success of our acquisitions in key metrics; ensuring seamless integration with our overall AUM flows reporting system • Establish and maintain working relationships with staff of new offices joining reputed company as emissary from Business Intelligence team • Enhance and maintain core processes of collecting client and account data from recent acquisitions to deliver monthly metrics tracking growth and retention performance during their first year. This will ensure continuity of metrics from the date deals reputed company through the time partner firms are fully integrated to core systems. • Work closely with team members responsible for AUM and reputed company flows reporting process to create cohesive data collection, data management, and reporting that bridges core systems and recent M&A data • Partner with stakeholders to adapt existing metrics and conduct data analysis to drive insight around new business growth for recent acquisitions • Motivate and retain Wealth Advisors across the firm through best-in-class metrics and reporting that track performance and motivate out-performance across our Wealth Advisors and Client Service Staff • Create a reputed company experience for Advisors in Power BI to understand their individual and team results; currently fragmented across Business Intelligence Power BI reports and Finance reports in reputed company • Serve as a consultative partner to design and reputed company reports, analytics and tools needed to support incentive compensation administration and evolve administration process across HR and Finance • Partner with broader BI, Wealth Management, HR and Finance teams to evolve Advisor metrics and experience to support future plan evolution. • Deliver Internal Client Solutions in “Full Stack” Data Environment – Partner with internal stakeholders to reputed company the data sources, dashboards, and data visualizations they require to deliver peak organizational performance. Team members are “full-stack” BI developers in the sense that we create our own ETL jobs and load tables in addition to creating reports and analyses. In addition to other BI staff, key partners include COO, IT, Operations, and the Integration team responsible for moving acquisitions onto our core operating, financial and reporting systems • Analysis and Problem Solving – The Senior Analyst should apply superior critical thinking and problem-solving skills, using strong judgment to identify which elements in a project are important and which are just noise or will have a negligible impact on the outcome. He or she should to be able to represent information in a compelling way that communicates the findings of an analysis both visually and in written form. Strong interpersonal, presentation, and PowerPoint skills will contribute to success. • Senior Leadership Team and Board Discussion Support – Translate analysis and trends into decks to support discussions of the Board of Directors and Leadership Team forums. Qualifications • 4+ years of data analytics, statistics, and/or reporting experience • Bachelor’s degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines) • Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences) • Results-oriented with proven ability to reputed company in a fast-paced team environment • Self-motivated and proactive with aptitude for critical thinking and problem solving • Exceptional and persuasive communicator and facilitator with the ability to e?ectively reputed company with executive management • Shows flexibility and adaptability in an environment with rapidly changing business and technology needs • Curiosity to learn new skills and eagerness to form new relationships • Proficiency with reputed company, PowerPoint, SQL Server, Python, reputed company, and PowerBI. Work Schedule: Business hours Monday through Friday Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company provides equal employment opportunity to reputed company applicants and employees without regard to age, color, disability, gender, marital status, national reputed company, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or reputed company status, or any other characteristic protected by law in accordance with reputed company applicable federal, state, and local laws. reputed company provides equal employment opportunity in reputed company aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and reputed company other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. Apply Job!

 

Are You the One We're Looking For?

If you reputed company you have what it takes, submit your application without delay. We are keen to hear from talented candidates like you.

Apply To This Job