Lead end‑to‑end reporting and analytics including monthly pipeline dashboard validation, trend and offer‑lag analysis, quarterly attrition reporting, and EAR CBA performance tracking; ensure data accuracy through strong controls, consistent definitions, version management, and partnership with data/automation teams.
Develop actionable insights by identifying pipeline drivers, anomalies, pricing and offer "sweet spots," deal impact implications, and attrition risks; synthesize analyses into concise, leadership‑ready narratives and summaries that inform strategic decision‑making and business outcomes.
Execute quarterly validation of EAR CBA outputs, collections model inputs/outputs, and attrition model outputs; document findings and remediate issues with data and model owners.
Conduct deep-dive analyses on advisor attributes and other drivers (e.g., terms to competition) to inform model enhancements and business decisions.
Collaborate with business leaders, technology support and modeling SMEs and maintain connectivity to Finance data initiatives to align assumptions and sourcing.
Maintain a consolidated governance calendar and coordinate deliverable readiness across model owners; track approvals, refresh cycles, and audit artifacts.
Build and maintain process documentation/procedures, establish a team mailbox/distribution list for report delivery, and ensure access continuity through co-ownership and trained backups.

7–10 years of experience in analytics, reporting, dashboarding, business intelligence, risk analytics, or model operations within financial services or a data-driven environment.
Strong experience with data validation, reconciliations, and control routines for recurring reporting and/or model outputs.
Proficiency in SQL and advanced Excel; experience with data visualization/reporting tools (e.g., Power BI).
Working knowledge of Project Management concepts and the ability to partner effectively & drive the project/analytics.
Working knowledge of statistical/modeling concepts and the ability to partner effectively with model developers.
Experience managing recurring deliverables with clear timelines, stakeholder communications, and documentation standards.
Strong written communication skills to translate analytical findings into concise, decision-ready narratives.

Group Lead – Business Analyst, LFO

Key skills