529 Business Intelligence Specialist
Core
Ensure compliant and accurate reporting for 529 and CSA plans by managing end-to-end reporting cycles, resolving data discrepancies, and designing governed analytics.
Role type
Business Intelligence Specialist (Financial Data & Reporting)
Builds
Automated reporting pipelines and data models for 529/CSA plan mechanics
Domain
Financial Technology / Education Savings
Deliverable
production ML models | dashboards & analysis
Required skills
SQL, data modeling, regulatory compliance knowledge, data discrepancy resolution, Jira, Agile methodology, financial processing rules
Preferred skills
Sigma/Tableau, automation development, client communication
Technologies
SQL, Jira, Sigma, Tableau
Responsibilities
Design data models and queries; manage end-to-end reporting cycles; identify and resolve data discrepancies; develop automation to replace manual reporting; document workflows and quality control procedures; collaborate with engineering and product teams.
Seniority
Mid-level, hands-on IC
