Senior Business Analyst, Growth Operations Reporting & Analytics

Overview

This Senior Business Analyst role supports enterprise growth initiatives by aggregating data from disparate sources, building advanced financial models, and delivering actionable insights. Work sits at the intersection of business strategy and modern data/AI tooling, leveraging agentic development on Snowflake, Claude, and Microsoft Copilot Studio to help leaders consume and act on data.

The role is highly visible and involves collaborating on firm-wide initiatives. The ideal candidate is comfortable operating in ambiguity, tackling problems without clear line of sight, and driving projects from ideation through executive-ready presentations.

Responsibilities

• Identify, collect, and analyze data across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.
• Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.
• Develop and maintain advanced financial models in Excel, including forecasting, scenario/sensitivity analysis, advisor economics, and growth ROI.
• Serve as a trusted data resource across the team, partnering with stakeholders to translate business outcomes into data and reporting requirements.
• Create presentations, dashboards, and reporting to visualize results, recommendations, and forecasts for business group leaders and department heads (Tableau and Snowflake’s Streamlit).
• Automate data collection, reporting, and distribution where possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
• Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.

Requirements

• Bachelor’s degree in finance, economics, computer science, data analytics, or a related field — or equivalent experience.
• Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
• Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
• Experience building or prototyping agentic AI solutions (e.g., Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents), including prompt design, tool/skill orchestration, and grounding agents on governed data.
• Experience with visualization and reporting tools such as Tableau and Snowflake’s Streamlit.
• Comfort learning new tooling such as Airtable and emerging AI platforms.
• Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

Preferred Qualifications

• Knowledge or experience in the wealth management industry.
• Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
• Strong attention to detail and problem-solving skills.
• Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
• Excellent organizational skills and ability to manage and prioritize a wide range of tasks under tight deadlines.
• Ability to work independently and collaboratively in a virtual, multi-location team.
• Strong and concise communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
• Advanced-to-expert acumen in MS Excel.

Compensation & Benefits

• The base annual salary range for this role is $75,000-113,000, plus a competitive performance-based bonus.
• Base annual salary depends on factors including skill set, years and depth of experience, certifications, and location.
• Base annual salary may also differ significantly due to geography and cost of labor considerations.