"Alerted.org

Essential Duties and Responsibilities

+ Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives.

+ Leads the design, completion and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments.

+ Performs data gathering, organization and analysis using SQL-based queries

+ Develops statistical models and methodologies to quantify or forecast performance metrics.

+ Ensures high data quality, accuracy and reliability in assigned projects and deliverables

+ Utilizes Tableau or other data visualization tools to build reports and performance dashboards

+ Utilizes effective project management and time tracking skills to ensure the on-time completion of deliverables and adherence to SOW allocated hours

+ Prepares management reports and uses strong presentation skills and storytelling techniques to communicate findings to stakeholders.

+ Works collaboratively and autonomously to complete projects and assignments

Knowledge of

+ Advanced knowledge and demonstrated experience of statistical models and methods.

+ Advanced knowledge of large relational databases, and SQL programming.

+ Working knowledge of data modeling methods and software

+ Working knowledge and familiarity with data mining and visualization tools.

Skill in

+ Applied utilization of Excel, SQL, Tableau Prep and Desktop, PowerPoint, and statistical analysis packages such as R and Python.

+ Simplifying and presenting time series and cross-sectional data.

+ Reading, analyzing, and interpreting common technical journals and financial reports.

+ Understanding of basic mathematical operations including frequency distribution, analysis of variance, correlation techniques, sampling theory and factor analysis.

+ Defining project scope of services, analytical requirements, deliverables and timelines

+ Representing work and presenting findings to key stakeholders

Ability to

+ Effectively articulate project updates and status to team members and stakeholders

+ Ensure alignment with stakeholders on project priorities

+ Work independently and collaboratively in a team environment.

+ Respond to ad hoc inquiries from stakeholders with a high level of service

+ Define problems, collect data, establish facts, and draw conclusions.

+ Interpret a variety of technical instructions.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

+ Communicate effectively, both orally and in writing with internal customers and IT professionals.

+ Provide a high level of customer service.

+ Establish and maintain effective working relationships with others.

Education/Previous Experience

+ Bachelors degree in Business Analytics, Finance, Computer Science, MIS, Mathematics, Statistics or related discipline required; MBA or Masters degree preferred

+ A minimum of two (2) years of applied analytical experience, preferably with exposure to the Financial Services sector

+ OR ~

+ An equivalent combination of education, training or experience.

Licenses/Certifications

+ None Required.

Travel Required:

+ No