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Mid-level, popular analytics role in metro with broad SQL/PowerBI skills increases competition.
Core SQL, BI, and reporting skills are highly transferable across industries.
Explicit 5-8 years requirement plus mandatory advanced SQL, Power BI and Excel increases screening strictness.
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Manage reporting and analytics support for advisor practices, including regular reports, dashboards, scorecards, and data distribution.
Collect, clean, reconcile, validate data from sources like CRM, pipeline, activity, and prospect tracking systems to ensure reporting accuracy.
Collaborate with leadership to customize reports, maintain documentation, support automation, and improve KPIs and reporting processes.
Bachelor's degree in Engineering (BE/BTech), Information Systems, Computer Science, or a related field.
5-8 years of experience in Business Analysis, Reporting, Analytics.
Advanced SQL, Microsoft Excel, PowerPoint, and Power BI skills.
Working knowledge of Salesforce CRM from an end-user perspective.
Experienced in gathering business requirements and translating them into actionable insights and business solutions.
Capable of analyzing business processes to identify improvements and operational efficiencies.
Able to work independently managing multiple priorities with high attention to detail and strong stakeholder communication skills.