Data Analyst

Peak Retirement Planning•Columbus, OH

4d•Onsite

About The Position

Peak Retirement is seeking a Data Analyst to manage the firm’s data and help inform business decisions. The role will support optimization of 13 marketing funnels, including community workshops, TV and radio, podcasts, YouTube, and published books, in support of the firm’s national brand. The analyst will develop dashboards, reports, and visualizations for leadership, monitor key performance indicators, and recommend improvements. The position also involves project management and other tasks and projects needed by the operations team. Peak describes itself as a fast-growing financial planning firm and seeks team members who are highly driven, service-minded, collaborative, and enthusiastic about growth. Career advancement is based on results, teamwork, and upholding the company’s standards and values. The listed career path progresses from Specialist (Level 1), to Advanced (Level 2), to Senior (Level 3), with increasing ownership, coaching, and process-improvement responsibilities.

Requirements

Strong project management and execution skills.
A highly driven, hardworking, and gritty approach to work.
A service-minded, team-oriented attitude and willingness to go above and beyond for clients and colleagues.
A growth mindset and enthusiasm for joining a fast-growing company.

Responsibilities

Manage the firm’s data to help inform decisions.
Help optimize the firm’s 13 marketing funnels, including community workshops, TV and radio, podcasts, YouTube, and published books.
Manage projects and follow through on tasks.
Develop dashboards, reports, and visualizations to communicate insights to leadership.
Monitor KPIs and provide recommendations for improvement.
Help with other tasks and projects needed by the operations team.