Senior Data and Research Analyst, PFC
Core
Senior-level data, reporting, research, and business intelligence support for the Personal Financial Counselor (PFC) program's mandated financial disclosure and conflict of interest (COI) program.
Role type
Senior IC data and research analyst
Builds
Dashboards, scorecards, visualizations, analytical models, and reporting tools for program oversight and decision-making
Domain
Government/Non-profit program management + Financial compliance
Deliverable
dashboards & analysis
Required skills
Quantitative and qualitative research, trend analysis, program evaluation, executive-level reporting, large dataset analysis, data visualization, SQL, Power BI, Tableau, Microsoft Excel, SharePoint
Preferred skills
Military experience, Master's in Business Administration
Technologies
SQL, Power BI, Tableau, Microsoft Excel, SharePoint, Microsoft Access
Responsibilities
Maintain and oversee PFDR distribution, submission, compliance, and certification tracking systems; Conduct research on compliance operations, counselor readiness, and program performance; Develop analytics and BI solutions to evaluate compliance activities and operational performance; Provide analytical support for disclosure management, certification monitoring, and audit preparation; Develop centralized reporting and tracking solutions for COI and financial disclosure requirements.
Seniority
Senior, hands-on IC
