Sr Business Analyst-PracSrc
Core
Provide reporting and analytics support for advisor practices by managing regular reports, dashboards, scorecards, and data distribution.
Role type
Senior Business Analyst (Reporting & Analytics)
Builds
Weekly, monthly, and ad hoc reports, dashboards, and scorecards for advisors, teams, and leadership
Domain
Financial Services / Business Intelligence
Deliverable
dashboards & analysis
Required skills
Requirements gathering, Process mapping, SQL, Data modeling, Microsoft Excel, PowerPoint, Power BI, Salesforce CRM navigation
Preferred skills
KPI reporting, Process improvement, Large dataset handling, AWS Athena
Responsibilities
Partner with stakeholders to gather, analyze, and document business requirements; Translate business needs into actionable insights and business solutions; Perform ad hoc analysis and develop reports, dashboards, and presentations for leadership; Analyze business processes and identify opportunities for process improvements and efficiencies; Maintain reporting documentation, SOPs, business rules, and data-source references; Validate data accuracy, reconcile discrepancies, and proactively resolve reporting issues.
