Join our dynamic team for an unparalleled opportunity to collaborate directly with senior leadership and take ownership of the reporting and analytics process in a fast-paced, rapidly expanding company. This role reports to the Chief Operating Officer and offers an exhilarating chance to make a significant impact, driving strategic insights and contributing to the company's continued success. If you're ready to immerse yourself in an environment where your skills will be valued and your contributions recognized, apply now to be part of our exciting journey!

The Data Strategy and Reporting Manager will be responsible for driving the data analytics and reporting strategy across all aspects of the company. The ideal candidate will have a strong background in data analysis and reporting, with experience working in a Financial Services/SEC Regulated environment.

Salary is $120-165K DOE and we are open to hybrid and remote candidates.

Duties and Responsibilities

Developing Data Strategy:

• Collaborate with senior leadership to define and implement data strategies aligned with business goals.
• Identify opportunities to leverage data for business improvement and innovation.
• Develop data governance policies and ensure compliance with data privacy regulations.

Cross-Divisional Collaboration:

• Work with various departments to understand their data needs and develop strategies to address them.
• Collaborate with IT and development teams to ensure data availability and quality.

Data Analysis:

• Conduct data analysis to identify trends, patterns, and insights that can inform strategic decisions.
• Use statistical techniques to develop predictive models and drive data-driven decision-making.

Reporting:

• Design and create reports and dashboards to communicate key findings and insights to stakeholders.
• Ensure reports are accurate, relevant, and delivered in a timely manner.

Continuous Improvement:

• Foster a culture of data-driven decision-making within the team and the organization.
• Stay updated with industry trends and best practices in data analytics and reporting.
• Identify opportunities for process improvement and automation to enhance efficiency and effectiveness.
• Communicate data strategy, findings, and insights to stakeholders at all levels, including senior leadership.

Qualifications

• Bachelor's degree in a related field (e.g., Computer Science, Statistics, Mathematics)
• 10 years of experience in data analysis, preferably in a financial services environment
• Proficiency in SQL and experience with Snowflake a plus
• Experience with Salesforce reporting.
• Experience using Tableau/CRM Analytics or similar tools.
• Experience with predictive analytics for forecasting potential risks and opportunities.
• Strong analytical and problem-solving skills
• Excellent communication and collaboration skills
• Ability to work independently and manage multiple priorities.

Benefits

• Competitive Salary
• 401k with matching component up to 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO and United Healthcare Vision
• Life Insurance, Short Term and Long Term Disability options
• Pet Insurance and much more
• Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!