Finance Business Intelligence Analyst I

Advisor Group•Scottsdale, AZ

17h•$50,000 - $60,000•Hybrid

About The Position

We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function.

Requirements

Strong analytical, quantitative, and problem-solving skills
Demonstrated curiosity and eagerness to learn
Knowledge of data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake).
Ability to communicate clearly and collaborate effectively
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.
Minimum of high school diploma or equivalent is required.

Nice To Haves

Internship or entry-level experience in analytics, finance, or related fields
Familiarity with Python, SQL, or BI tools such as Power BI
Basic understanding of data governance concepts

Responsibilities

Build foundational subject matter expertise in financial and wealth management data under guidance and supervision
Support strategic initiatives by producing analyses, reports, and dashboards
Assist stakeholders in understanding business questions and contributing to analytical solutions
Develop and maintain analytical code and queries using established standards
Follow data quality, documentation, and control standards
Present findings clearly with guidance and mentoring