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This position is for one of our
client, a leading strategic provider of innovative investment and consulting
solutions serving independent financial advisors. We provide investment,
relationship and practice management solutions that advisors use in helping
clients achieve wealth, independence and purpose.
Position Summary
Reporting to the Chief Financial
Officer, the Business Intelligence Director will lead a team of direct reports
that will partner with various departments and business units to implement data
solutions that will provide robust insights to the business. This includes
transforming and combining data from various sources, designing schemas for the
data, developing critical metrics, and delivering reporting solutions
(primarily SalesForce and PowerBI). Qualified candidates will have strong
experience within a Financial Services company and team management. The
successful candidate will be self-motivated and self-directed. Candidates must
have a proven ability to work well with diverse groups of colleagues and get
results in a matrix resource environment.
Responsibilities:
Lead a skilled Business Intelligence and
analytics team to generate meaningful reporting as well as supplement with
insightful analytics
Partner with Finance, Sales, Commercial,
Investments, IT and other business functions to develop data solutions while
ensuring alignment to Client’s business strategy and overall data strategies.
Work directly with senior business leaders to
understand their needs and create innovative solutions
Analyze business needs, develop metrics, and
develop reporting vehicles available to business users.
Analyze data to identify and implement strategies
that provide meaningful insight to improve effectiveness of business areas.
Manage the production of data related processes
to ensure business continuity, performance, and integrity of reports,
dashboards and other business visible data solutions.
Work collaboratively with IT teams, internal
business partners and external vendors to identify, understand, implement and
support new business capabilities around business intelligence.
Required Qualifications:
5+ years of relevant business intelligence
experience, preferably in the financial services industry.
Must have strong business and data analysis
skills and be able to understand complex business processes to develop
meaningful data insights that do not rely on infrastructure heavy technology
platforms.
Must possess excellent communication (oral and
written) and problem-solving skills.
Must be self-motivated, detail oriented and able
to multi-task.
Must be comfortable in a fast-paced, demanding
and dynamic work environment.
Preferred Qualifications:
3-5 years of experience manipulating large
datasets and the ability to analyze data to develop various technology
solutions.
Experience with SQL, SQL Server 2008 R2.
Experience working with various types of
business intelligence solution. Must be familiar with visualization and
reporting tools (e.g. SalesForce, PowerBI Tableau, Birst, MicroStrategy,
Qlikview, Spotfire).
Strong experience within a Financial Services
Company
Particularly strong Excel skills
Very detail and process oriented
Strong Communication skills
Proven Project Management and business
requirements development skills.
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We provide investment,\nrelationship and practice management solutions that advisors use in helping\nclients achieve wealth, independence and purpose.<br /></p><p style=\"text-align: justify\" class=\"MsoNormal\"> <br /></p><p style=\"text-align: justify\" class=\"MsoNormal\"><b>Position Summary</b> <br /></p><p style=\"text-align: justify\" class=\"MsoNormal\">Reporting to the Chief Financial\nOfficer, the Business Intelligence Director will lead a team of direct reports\nthat will partner with various departments and business units to implement data\nsolutions that will provide robust insights to the business. This includes\ntransforming and combining data from various sources, designing schemas for the\ndata, developing critical metrics, and delivering reporting solutions\n(primarily SalesForce and PowerBI). Qualified candidates will have strong\nexperience within a Financial Services company and team management. The\nsuccessful candidate will be self-motivated and self-directed. Candidates must\nhave a proven ability to work well with diverse groups of colleagues and get\nresults in a matrix resource environment.<br /></p><p style=\"text-align: justify\" class=\"MsoNormal\"><b>Responsibilities</b>:<br /></p><ul><li>Lead a skilled Business Intelligence and\nanalytics team to generate meaningful reporting as well as supplement with\ninsightful analytics<br /></li><li>Partner with Finance, Sales, Commercial,\nInvestments, IT and other business functions to develop data solutions while\nensuring alignment to Client’s business strategy and overall data strategies.<br /></li><li>Work directly with senior business leaders to\nunderstand their needs and create innovative solutions<br /></li><li>Analyze business needs, develop metrics, and\ndevelop reporting vehicles available to business users.<br /></li><li>Analyze data to identify and implement strategies\nthat provide meaningful insight to improve effectiveness of business areas.<br /></li><li>Manage the production of data related processes\nto ensure business continuity, performance, and integrity of reports,\ndashboards and other business visible data solutions.<br /></li><li>Work collaboratively with IT teams, internal\nbusiness partners and external vendors to identify, understand, implement and\nsupport new business capabilities around business intelligence. <br /></li></ul><p style=\"text-align: justify\" class=\"MsoNormal\"><b>Required Qualifications:</b><br /></p><ul><li>5+ years of relevant business intelligence\nexperience, preferably in the financial services industry.<br /></li><li>Must have strong business and data analysis\nskills and be able to understand complex business processes to develop\nmeaningful data insights that do not rely on infrastructure heavy technology\nplatforms.<span style=\"\"> </span><br /></li><li>Must possess excellent communication (oral and\nwritten) and problem-solving skills.<br /></li><li>Must be self-motivated, detail oriented and able\nto multi-task.<br /></li><li>Must be comfortable in a fast-paced, demanding\nand dynamic work environment.<br /></li></ul><p style=\"text-align: justify\" class=\"MsoNormal\"><b>Preferred Qualifications:</b><br /></p><ul><li>3-5 years of experience manipulating large\ndatasets and the ability to analyze data to develop various technology\nsolutions.<br /></li><li>Experience with SQL, SQL Server 2008 R2.<br /></li><li>Experience working with various types of\nbusiness intelligence solution. 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