Business Intelligence Analyst

Mission Wealth Management LP•San Diego, CA

19d•$0 - $110,000•Onsite

About The Position

As a Business Intelligence Analyst, you will turn business questions into clear metrics, trusted dashboards, and self-service analytics that help advisors, operators, and leadership make confident decisions. You will sit at the intersection of the business and our data platform—gathering requirements, defining what our numbers mean, and making sure the reporting people rely on is accurate, consistent, and easy to use. Partnering closely with the Data & Analytics, Operations, Finance, M&A, and Advisor teams, you will own metric definitions and documentation, build and maintain dashboards, and drive stakeholder alignment on a shared source of truth. This is a hands-on role that blends analysis, communication, and enablement; less about building pipelines and more about making data usable, understood, and trusted across the firm. You’ll play a key role in professionalizing how Mission Wealth measures itself—standardizing definitions, reducing conflicting reports, and helping teams answer their own questions through well-designed, governed dashboards. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Requirements

Bachelor’s degree in Business, Analytics, Finance, Information Systems, Economics, or a related field
3+ years of experience in a business analyst, data analyst, or reporting-focused role, including documenting metrics and partnering with stakeholders
Hands-on experience with a modern BI tool (Tableau, Power BI, or similar) building dashboards from business requirements
Strong SQL skills for querying, validating, and shaping analytics-ready data
Demonstrated ability to translate business questions into clear metrics, requirements, and reporting
Excellent written and verbal communication skills across technical and non-technical audiences
Experience with Snowflake or a similar cloud data warehouse or data lake
Salesforce experience (reporting, objects, or CRM Analytics) will be considered heavily
Familiarity with data governance, metric documentation, and source-of-truth practices
Exposure to requirements gathering, user acceptance testing, and self-service enablement or data-literacy programs

Nice To Haves

Experience in financial services, particularly wealth management or RIAs, is a plus

Responsibilities

Partner with stakeholders across Operations, Finance, M&A, and Advisor teams to define, document, and standardize the metrics and KPIs the firm relies on
Maintain a clear, governed metric catalog—single definitions, calculation logic, and business context—so the same number means the same thing everywhere
Reconcile conflicting or duplicate reports by establishing an agreed-upon source of truth and retiring one-off spreadsheets
Document data sources, assumptions, and known limitations so reporting is transparent and auditable
Translate business requirements into intuitive dashboards and reports using modern BI tools such as Tableau, Power BI, or similar platforms
Write and optimize SQL against Snowflake to build analytics-ready datasets and answer ad hoc questions
Deliver clear, actionable reporting for advisors, operators, and leadership, including recurring KPI, operational, and executive views
Partner with the Data & Analytics team to create LLM-ready datasets
Run requirements-gathering conversations that turn ambiguous asks into clear, prioritized deliverables
Facilitate alignment across teams on definitions, priorities, and what “good” looks like for a given report
Manage analytics request intake and roadmap, setting expectations and communicating status to technical and non-technical audiences
Conduct user acceptance testing and validation so dashboards are correct and trusted before they go live
Build and document self-service reporting so teams can answer their own questions without waiting on a custom pull
Create user guides, quick-reference materials, and training that raise data literacy across the firm
Champion good reporting habits—consistent definitions, appropriate visualizations, and healthy skepticism of unvetted numbers
Gather feedback and continuously improve dashboards, definitions, and enablement materials over time