What are the responsibilities and job description for the Data Analyst position at Lenox Advisors?
DATAA012738_1
Who We Are
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
This is a hybrid position with in-office flexibility 2-3 days a week.
Summary
The Data Analyst is a role within our Strategic Solutions division that is responsible for collecting, analyzing, and interpreting data from various sources to provide valuable insights and support decision making processes. The Analyst will collaborate with cross-functional stakeholders and business leaders to improve and optimize data collection, analysis, and interpretation. This role is also responsible for assisting with the analysis of business processes, workflows, and datasets to determine improvements or automations through our technology partners as well as thorough documentation of data workflows and processes.
Job Accountabilities
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $83,000 – $98,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
Who We Are
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
This is a hybrid position with in-office flexibility 2-3 days a week.
Summary
The Data Analyst is a role within our Strategic Solutions division that is responsible for collecting, analyzing, and interpreting data from various sources to provide valuable insights and support decision making processes. The Analyst will collaborate with cross-functional stakeholders and business leaders to improve and optimize data collection, analysis, and interpretation. This role is also responsible for assisting with the analysis of business processes, workflows, and datasets to determine improvements or automations through our technology partners as well as thorough documentation of data workflows and processes.
Job Accountabilities
- Process Improvement
- Understands the “asks”, assumptions, dependencies and constraints of data processes and translate them into requirements and solutions
- Assists with the development of holistic solutions and key strategic plans through a deep understanding of the current and desired state of business
- Assists with the analysis, and recommendation of improvements to department business and data processes
- Creates process documentation for any data related workflows or processes
- Make recommendations around project scope to better meet business needs and end user requirements
- Stay current with industry trends and emerging data analysis techniques
- Propose and implement process improvements to enhance the effectiveness of data analysis
- Assist in the development and maintenance of data pipelines and databases
- Assist with the proper implementation and governance of report and data access
- Technology Implementation
- Obtain and maintain a working knowledge of the systems, applications, clients, users, and interfaces; understand key business drivers and needs of customers
- Collaborate with cross-functional teams to understand data requirements and provide analytical support
- Assists with documentation of detailed user instructions and procedures around data management
- Helps maintain business "wish list" of report and data requests
- Develop training materials and programs for new functionality
- Data Analysis
- Collaborate with cross-functional teams to understand data requirements and provide analytical support
- Work closely with stakeholders and business leaders to define KPIs and metrics for initiatives
- Retrieve, analyze and glean meaningful insights from complex data sets and KPIs
- Automate the collection and analysis of data across multiple sources
- Perform exploratory data analysis to discover insights and trends
- Interpret data to identify key business trends and opportunities
- Ensure data security and compliance with relevant regulations
- Organize and disseminate information with attention to detail and accuracy
- Identify and interpret trends / patterns. Deliver data in a useful and appealing way through storytelling and visualization techniques
- Extract data from various sources and organize in a proper format that can be easily understood
- Transform raw data into structured data. Share insights, recommendations, and conclusions with managers
- Generate holistic reporting, projections, and summaries
- Work with management to prioritize business, information, and reporting needs
- Tackle Ad hoc projects
- In depth knowledge of Lenox’s mission and vision
- MS Office Suite
- Full understanding of MOSAIC features and capabilities
- Full understanding of each department’s business processes
- Advanced Power BI Skills
- Data Transformation
- Data Pipelines
- Data Visualization
- Project ownership and the ability to have a big impact within the company
- Small, highly collaborative team that welcomes feedback and input
- Synthesizes complex or diverse information; Collects and researches data; Uses intuition, business understanding and experience to complement data
- Problem Solving and Decision Making
- Project Management
- Written and Oral Communication
- Strong influencing and leadership skills with proven ability to drive stakeholders and teams to consensus on product needs, requirements and design decisions
- Ability to navigate rapid changes in direction and environment
- Effective meeting facilitation and presentation skills; executive presence
- Strategic alignment: Ability to bring individuals from across the organization together
- Ability to work independently with minimal direction
- Proficient in data analysis tools or languages (SQL, R, Tableau, Power BI, Microstrategy)
- Solid understanding of statistical analysis
- Results driven
- Has a strong sense of urgency for solving problems and execution
- Shows creativity and imagination
- Team oriented; Demonstrates a service attitude
- Take personal ownership for delivering superior results
- Care about quality and representing the Lenox Brand in work output
- Demonstrates a desire to grow in responsibility and authority
- View problems as opportunities to improve processes
- Hold oneself to high standards of integrity
- Bachelor’s Degree
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $83,000 – $98,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
Salary : $83,000 - $98,000
