Role Summary and Responsibilities * Serve as subject matter expert in BI Tools, methodologies, and best practices, ensuring data integrity and accuracy. This includes data modeling, data validation, and data transformation process. * Provide training and mentorship to members to improve their BI Skills and analytic capabilities. * Translate business requirements into tangible solution specifications and high quality, on time deliverables * Engage with stakeholders across business lines to identify and deliver data analytics and automation and solutions. * Ensure that data analysis and identified opportunities aligns with business objectives and provide strategic guidance on how to leverage BI for growth and operational efficiency. * Familiar with database architecture to ensure seamless data flow across systems. * Partner with teams regionally and globally on projects and strategic work.
Basic Qualifications * Minimum 5 years' experience with Business Intelligence, Data Analytics or Low Code Automations, with a proven track record of strategic thinking and delivering impactful BI assets. * Proven track record of managing multiple projects and individual workload. * Expertise in BI Tools (e.g., Alteryx, Tableau, Power BI, SQL, etc.) * Strong analytical, problem-solving and communication skills. * Ability to translate complex data insights into clear, actionable recommendations for senior leadership. * Experience training individuals in BI best practices. * Demonstrates strong leadership skills, ability to gather stakeholder support for individual initiatives and see them through to execution. * Team oriented - works closely with teammates daily and sharing knowledge and key information.
Preferred Qualifications * Alteryx Designer Core or Advanced Certification * Tableau Certification * Working knowledge of artificial intelligence and programming languages (e.g. Python, R) * Working knowledge of GitHub * Background in Financial Engineering and / or RIA Custody Solutions
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