• Data Driven Insights Analyst

    Raymond James Financial, Inc. (St. Petersburg, FL)


    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.

    Licenses/Certifications

    + None Required.

    Travel Required:

    + No