What are the responsibilities and job description for the Business Intelligence Analyst - Financial Firm - Denver, CO position at Advisor Employee Services?
Business Intelligence Analyst
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We are seeking an experienced Business Intelligence Analyst to join our growing team in Denver, CO! The Business Intelligence Analyst will report directly to the Chief Executive Officer and will be responsible for providing data-driven insights and analysis to inform strategic decision-making. The ideal candidate will possess a strong background in data analysis, business intelligence, and proficiency in creating and maintaining Salesforce reports and dashboards.
Minimum Requirements:
- Bachelor’s degree in Business, Finance, Data Analytics, or a related field; Master’s degree preferred.
- 1-3 years of experience as a Business Intelligence Analyst or a similar role, preferably in the financial services industry.
- Strong proficiency in Salesforce, including the ability to create and maintain reports and dashboards.
- Self-directed and self-motivated with a demonstrated ability to take initiative.
- Excellent interpersonal communication skills, with a high degree of professionalism
- Highly organized and analytical, with a keen attention to detail
- Advanced computer skills, including proficiency in Microsoft, Word, Excel and PowerPoint
- Ability to multitask effectively and take direction
- Flexibility to adapt to changing priorities
Responsibilities:
- Collaborate with the CEO: Work closely with the CEO to understand business goals and objectives, providing analytical support to drive strategic initiatives.
- Create, Maintain, and Optimize Salesforce Reports and Dashboards: Develop and refine reports and dashboards within Salesforce to track key performance indicators (KPIs) and relevant business metrics.
- Analyze Sales Data and Market Trends: Conduct in-depth analysis of sales data, customer behavior, and market trends to identify patterns and opportunities for growth.
- Develop Data Collection Systems: Design and implement efficient data collection processes and systems to ensure the integrity and quality of the data being analyzed.
- Prepare Detailed Reports and Presentations: Compile and synthesize analysis results into comprehensive reports and presentations for the CEO and executive team.
- Monitor Competitive Landscape and Industry Trends: Keep a close eye on competitors and industry developments to inform business strategies.
- Work with Cross-Functional Teams: Engage with various departments to gather requirements and ensure that BI initiatives align with organizational goals.
- Identify Areas for Process Improvement: Continuously assess current data management practices to identify inefficiencies and recommend enhancements.
Salary:
- $75K-$120K based on experience
Benefits:
- 401k with generous matching
- 100% employer paid insurance (health, vision, dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO
Hours:
- Monday-Friday, 8am-5pm
- In office: Denver, CO
Note: Only people who are currently living in Colorado will be considered for this role
Presented by Advisor Employee Services Thank you for your interest in the Business Intelligence Analyst role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $75,000 - $120,000
