Senior Business Analyst

Role Overview

• Partner and Support PMT Stakeholders and PMT Initiatives
• Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables.
• Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution.
• Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads.
• Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses.
• Analyzes and validates results to ensure accuracy, accountability, and data integrity.
• Perform detailed ad hoc analysis to understand drivers of trends or results.
• Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions.
• Maintain and improve service model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups).
• Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting.
• Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders.
• Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data.
• Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources.
• Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks.
• Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows.
• Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives.
• Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed.

Requirements

• Bachelor's degree (or equivalent experience) in business; finance, economics or related preferred
• 8+ years in Financial Services industry, business analysis, reporting/analytics or business systems support, project management experience preferred
• Superior verbal and written communication skills; ability to translate analysis into clear recommendations and stakeholder ready materials.
• Proficient with Microsoft Office Suite – specifically PowerPoint and Excel.
• Strong knowledge of data platforms and data extraction (Salesforce, Orion preferred).
• Working knowledge of BI/reporting concepts (Power BI a plus) and comfort with data quality, definitions, and governance
• Ability to work independently, manage competing priorities, and provide reliable back-up cover for critical reporting and systems support.
• FINRA Series 7 & 66 preferred

Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)