Senior Business Analyst, Growth Operations Reporting & Analytics
About The Position
The Senior Business Analyst will aggregate data from disparate enterprise sources, build advanced financial models, and deliver insights that support growth initiatives, advanced analytics, and operational efficiencies. The role supports the Head of Growth Operations and the broader Growth Organization, working at the intersection of business strategy and modern data and AI tools. The analyst will use financial modeling, data analytics, and agent development with Snowflake, Claude, and Microsoft Copilot Studio to scale how leaders consume and act on data. This is a highly visible role on a collaborative team involved in firm-wide initiatives. The successful candidate will be comfortable working in ambiguous environments and driving projects from ideation through executive presentation.
Requirements
- Bachelor's degree in finance, economics, computer science, data analytics, or a related field, or equivalent experience.
- At least 5 years of experience in data analytics, including intermediate-to-advanced SQL skills for aggregating and automating custom datasets and analytics.
- At least 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
- Experience building or prototyping agentic AI solutions, such as Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents, including prompt design, tool or skill orchestration, and grounding agents on governed data.
- Experience with visualization and reporting tools such as Tableau and Snowflake Streamlit.
- Comfort learning new tools such as Airtable and emerging AI platforms.
- Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.
Nice To Haves
- Knowledge of or experience in the wealth management industry.
- Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
- Strong attention to detail and problem-solving skills.
- Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
- Excellent organizational skills and ability to manage and prioritize a wide range of tasks under tight deadlines.
- Ability to work independently and collaboratively in a virtual, multi-location team.
- Strong, concise communication skills and ability to engage internal stakeholder groups ranging from analysts to executives.
- Advanced-to-expert acumen in MS Excel.
Responsibilities
- Identify, collect, and analyze firm-wide data to produce advanced analytics, business insights, and data stories for senior leaders and team members.
- Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad hoc data requests.
- Build and maintain advanced Excel financial models for forecasting, scenario and sensitivity analysis, advisor economics, and growth ROI.
- Serve as a trusted data resource across the team and partner with stakeholders to translate business outcomes into data and reporting requirements.
- Develop presentations, dashboards, and reports using Tableau and Snowflake Streamlit to visualize results, recommendations, and forecasts for business group leaders and department heads.
- Automate data collection, reporting, and distribution using Snowflake Tasks and Streams, Alteryx, and AI-driven orchestration.
- Support special projects and firm-wide initiatives, often acting as the analytical lead from ideation through executive delivery.
Benefits
- Competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
