**Essential Duties and Responsibilities** + Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives. + Leads the design, completion and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments. + Performs data gathering, organization and analysis using SQL-based queries + Develops statistical models and methodologies to quantify or forecast performance metrics. + Ensures high data quality, accuracy and reliability in assigned projects and deliverables + Utilizes Tableau or other data visualization tools to build reports and performance dashboards + Utilizes effective project management and time tracking skills to ensure the on-time completion of deliverables and adherence to SOW allocated hours + Prepares management reports and uses strong presentation skills and storytelling techniques to communicate findings to stakeholders. + Works collaboratively and autonomously to complete projects and assignments **Knowledge of** + Advanced knowledge and demonstrated experience of statistical models and methods. + Advanced knowledge of large relational databases, and SQL programming. + Working knowledge of data modeling methods and software + Working knowledge and familiarity with data mining and visualization tools. **Skill in** + Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python. + Simplifying and presenting time series and cross-sectional data. + Reading, analyzing, and interpreting common technical journals and financial reports. + Understanding of basic mathematical operations including frequency distribution, analysis of variance, correlation techniques, sampling theory and factor analysis. + Defining project scope of services, analytical requirements, deliverables and timelines + Representing work and presenting findings to key stakeholders **Ability to** + Effectively articulate project updates and status to team members and stakeholders + Ensure alignment with stakeholders on project priorities + Work independently and collaboratively in a team environment. + Respond to ad hoc inquiries from stakeholders with a high level of service + Define problems, collect data, establish facts, and draw conclusions. + Interpret a variety of technical instructions. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Communicate effectively, both orally and in writing with internal customers and IT professionals. + Provide a high level of customer service. + Establish and maintain effective working relationships with others. **Education/Previous Experience** + Bachelors degree in Business Analytics, Finance, Computer Science, MIS, Mathematics, Statistics or related discipline required; MBA or Masters degree preferred + A minimum of two (2) years of applied analytical experience, preferably with exposure to the Financial Services sector + OR ~ + An equivalent combination of education, training or experience. **Licenses/Certifications** + None Required. **Travel Required:** + No