Senior Business Intelligence Analyst

ASPIRIANT LLC•Los Angeles, CA

5h•Hybrid

About The Position

In addition to being a key member of the IT group, the role serves as the primary technical contact for data throughout the organization. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

Technical proficiency in Power BI, Tableau, Excel SQL, and database analytics
Familiarity with data modeling, ETL processes, and API integrations
Must be analytical and have strong problem solving and troubleshooting skills
Hands-on technical leader with ability to manage multiple concurrent projects
Ability to understand financial and operational metrics
Ability to work collaboratively in teams
Bachelor’s or master’s degree, preferably in a technology field
5+ years of analytics and business intelligence experience

Responsibilities

Develop and maintain interactive dashboards and reports using Excel, Salesforce, Tableau, and Portfolio Management platforms to support key business functions.
Collaborate with IT and other departments to improve data infrastructure and governance.
Design and maintain data models, ensuring accuracy, consistency, and integrity across systems.
Run structured intake with business units (Advisory, Client Service, Operations, Compliance, Finance) to capture requirements, prioritize backlog, and deliver analytics that answer specific business questions.
Examine financial, client, and operational data to highlight trends, risks, and growth opportunities.
Automate recurring reporting processes to increase efficiency and reduce manual efforts.
Present findings and recommendations to senior management in a clear, data-compelled manner.
Support firmwide initiatives around data strategy and business planning.
Adept at applying and integrating AI solutions within business applications to improve reporting efficiency, strengthen analytics capabilities, and support data-propelled growth initiatives.