• Senior Data Driven Insights Analyst

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


    Essential Duties and Responsibilities:

    + Collaborate with Practice Management and Growth Consulting leadership to identify, define, and solve a variety of complex business problems and opportunities.

    + Lead, manage, and execute data analysis projects from inception to completion, ensuring timely delivery, adherence to project scope, and effective communication with stakeholders throughout the project lifecycle.

    + Develop and maintain a series of performance dashboards and management reports that provide actionable insights.

    + Become the subject matter expert on Practice Management and Growth Consulting data, ensuring quality and reliability, providing feedback to business process owners and the IT department as needed.

    + Proactively evaluate and propose enhancements to procedures and technical infrastructure.

    + Develop statistical models and methodologies to predict, quantify, or forecast various operational and performance metrics.

    + Mentor less experienced analysts, providing training on analytical techniques to foster their development and ensure team cohesion.

    + Support firm-level initiatives and ad hoc requests as needed

    Knowledge of

    + Knowledge and demonstrated experience using statistical and machine learning models and methods.

    + Advanced knowledge of large relational databases and SQL programming.

    + Familiarity with data mining, reporting and visualization tools such as Tableau.

    + Awareness of relevant emerging tools and techniques that can be adopted at Raymond James

    + Knowledge of practice management solutions and services not required, but preferred

    Skill in

    + Demonstrated proficiency in Excel, SQL, PowerPoint and Tableau, with hands-on experience using CRM tools.

    + Simplification and presentation of time series and cross-sectional data.

    + Application of mathematical operations to tasks such as frequency distribution, test reliability and validity assessment, analysis of variance (ANOVA), correlation techniques, sampling theory, and factor analysis

    + Advanced data visualization and communication skills with a proficiency for conveying complex data insights clearly and effectively to non-technical stakeholders.

    + Ability to successfully project manage multiple assignments and meet SLA/delivery requirements

    + Meeting or exceeding client service expectations set by leadership.

    Ability to

    + Engage directly with business leaders to thoroughly understand their business needs.

    + Effectively communicate and present research-driven recommendations to management.

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

    + Prioritize research opportunities and invest in those with the highest ROI.

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

    + Design more effective or efficient research processes and advocate for their adoption across the team.

    + Synthesize purchased or proprietary research from other teams into a larger story.

    + Work independently as well as collaboratively within a team environment while establishing and maintaining effective working relationships with others.

    + Utilize a variety of sources to collect and analyze information to support modeling and analysis.