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Tier-1 brand, mid-level BI role, metro location and broad Power BI/SQL requirements increase applicant competition.
Power BI and SQL skills are transferable, though financial-services domain experience is preferred.
Explicit 5–8 years requirement and mandatory advanced SQL, Power BI skills enforce strict filtering.
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Manage and deliver regular and ad hoc reporting, dashboards, and scorecards for advisor practices ensuring data accuracy and effective communication with stakeholders.
Collect, clean, validate and reconcile data from multiple approved sources including CRM and pipeline tracking systems.
Collaborate with leadership to maintain and improve KPIs, reporting processes, automation, and templates aligned to evolving business needs.
Bachelor's degree in Engineering, Information Systems, Computer Science, or related field.
5-8 years of experience in Business Analysis, Reporting, and Analytics.
Advanced skills in SQL, Microsoft Excel, Power BI, and proficiency with Salesforce CRM from an end-user perspective.
Ability to work in office at least 3 days a week; hybrid work flexibility mentioned.
Experienced in translating business requirements into actionable analytics with a strong focus on data validation, reconciliation, and reporting accuracy.
Skilled in Power BI dashboard development including DAX, Power Query, and data modeling, and familiar with Power Platform tools for workflow automation.
Comfortable managing complex datasets, enhancing reporting frameworks, and collaborating cross-functionally in a fast-evolving environment.