Business Data Analyst

Job Title: Business Data Analyst

Location: Onsite – Irvine, CA (1 Park Plaza, STE 420)
Employment Type: Full-Time
Department: Business Operations / Marketing Analytics
Reports To: Director of Operations

Position Overview

Safeway Tax is seeking a highly analytical and results-driven Business Data Analyst to join our onsite team in Irvine, California. The ideal candidate will be responsible for analyzing business and marketing data, developing key performance indicators (KPIs), and delivering actionable insights that drive strategic decisions across all departments.

This role is ideal for someone who thrives on problem-solving, enjoys working with complex data, and can translate analytical findings into clear business recommendations that improve efficiency, marketing performance, and profitability.

Key Responsibilities

Data Analysis & Reporting

• Collect, clean, and organize data from multiple internal systems (CRM, marketing platforms, financial software, and operational databases).
• Analyze trends across sales, marketing, and business performance metrics.
• Design and maintain real-time dashboards and visual reports for management and departmental use.
• Produce regular reports tracking KPIs, performance metrics, and ROI for key initiatives.
• Identify inefficiencies, data gaps, and improvement opportunities within business operations.

KPI Development & Monitoring

• Define and implement measurable Key Performance Indicators (KPIs) aligned with company goals.
• Track and evaluate performance metrics across departments, providing insights and alerts when metrics deviate from targets.
• Recommend refinements to KPIs to ensure ongoing accuracy and relevance to business objectives.

Business & Marketing Insights

• Analyze marketing campaign data (digital ads, email engagement, conversion rates, etc.) to evaluate performance and recommend improvements.
• Assess client acquisition, retention, and satisfaction trends to improve operational decision-making.
• Provide data-driven insights that guide business development, resource allocation, and strategic planning.
• Present findings to management in clear and visually engaging formats.

Systems & Data Tools

• Utilize Excel, Power BI, Google Data Studio, Tableau, or similar tools for data visualization and analysis.
• Maintain data consistency and integrity across all systems and platforms.
• Integrate data from various sources (CRM, Google Analytics, and internal software) for comprehensive analysis.
• Support the implementation of new tools or automation processes that improve reporting accuracy and efficiency.

Cross-Department Collaboration

• Work closely with operations, marketing, and finance teams to align analytics with business goals.
• Provide analytical support to leadership during performance reviews, planning sessions, and forecasting.
• Translate technical findings into actionable strategies for non-technical stakeholders.

Qualifications & Requirements

• Bachelor’s degree in Business Analytics, Data Science, Statistics, Finance, or a related field.
• 2 years of experience in a data analytics or business intelligence role.
• Strong experience with KPI development, business reporting, and marketing analytics.
• Proficiency in Microsoft Excel, SQL, Power BI, or Tableau.
• Experience using CRM and marketing tools such as Google Analytics, HubSpot, or Zoho CRM.
• Exceptional analytical, problem-solving, and organizational skills.
• Strong attention to detail with the ability to communicate findings clearly to management.
• Must be able to work onsite at our Irvine, CA office.

Preferred Skills

• Experience in financial, tax, or professional services industries.
• Knowledge of predictive modeling and data visualization best practices.
• Familiarity with data automation or integration tools.
• Basic understanding of marketing funnel analytics and lead generation performance.

Why Join Safeway Tax

• Collaborative, data-driven workplace environment.
• Opportunity to directly influence company strategy through data insights.
• Competitive salary and potential for growth.
• Work alongside leadership in a modern, professional office setting in Irvine, CA.

Benefits:

• Competitive salary $55,000/yr - $75,000/yr
• Opportunities for professional growth and development
• Dynamic and inclusive work environment
• Flexible work arrangements
• Paid Time Off for vacation and sick leave
• Access to an on-site gym

Application Process: If you are passionate about leveraging data to drive strategic decision-making and possess the required skills and qualifications, we invite you to apply for this exciting opportunity.
Note: At Safeway Tax Relief, we believe that diversity and inclusion are essential to our success. We strive to attract, nurture, and retain talented individuals from diverse backgrounds. The above job description outlines the general nature and level of work to be performed and is not exhaustive. Additional responsibilities may be assigned as needed.