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Mid-level generalist analytics role in metro location with common SQL/PowerBI skills, high competition.
Core analytics and reporting skills are transferable, but financial CRM and advisor-domain knowledge raise moderate sensitivity.
Explicit 5-8 years requirement plus mandatory SQL, Power BI and reporting experience increases shortlisting rigidity.
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Manage and deliver regular and ad hoc reports, dashboards, and scorecards to support advisor practices and leadership decision-making.
Ensure data quality by collecting, cleaning, reconciling, and validating data from multiple sources including CRM and prospect tracking systems.
Collaborate with leadership to enhance KPIs, reporting processes, and support automation and process improvements based on evolving business needs.
Bachelor's degree in Engineering (BE/BTech), Information Systems, Computer Science, or related field.
5-8 years of experience in Business Analysis, Reporting, and Analytics.
Advanced SQL and Microsoft Excel skills; experience with Power BI and Salesforce CRM (end-user perspective).
Work Experience Required: 5-8 years in relevant business analysis and reporting roles. Notice Period: Not explicitly mentioned in the JD.
Experienced in translating business needs into actionable insights and solutions, with strong stakeholder partnership skills.
Skilled in managing multiple priorities with attention to data accuracy and reporting consistency.
Proficient in handling large datasets, KPI reporting, operational improvements, and capable of providing data-driven recommendations to business leaders.