Desktop Analyst II
The Company: A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment […]
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Data Analyst
The Company A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships. Are you passionate about turning data into strategic insights? Do you thrive in dynamic environments where your analytical skills directly influence business success? We are seeking talented Data Analysts to join our team! What You’ll Do: Act as a subject matter expert in business requirements, process analysis, and data quality standards. Collaborate with cross-functional teams to design, analyze, and optimize compensation data workflows. Perform basic SQL queries and analysis to develop data-driven insights that support strategic decisions. Support user acceptance testing and partner with technical teams to validate data architecture. Enrich, map, and transition compensation data from legacy systems into new platforms, ensuring accuracy and integrity. Contribute to process redesign, reporting revamps, and build user interfaces for operational workflows. What You Bring: 2-3+ years of experience in process optimization, data analysis, or business management. Proficiency with SQL, Alteryx, Python, or similar programming languages. Hands-on experience with Tableau, Power BI, or other data visualization tools. Strong analytical mindset with a sharp eye for identifying process weaknesses. Excellent communication skills—both written and oral—and the ability to work independently. Experience with compensation systems, data integration, and business intelligence. Nice to Have: Knowledge of process improvement methodologies (Lean, Agile, Six Sigma). Experience with regulatory controls and audit standards like SOX or SSAE16. Prior experience with Varicent or similar sales performance platforms. […]
Business Analyst
The Company A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships. This role offers you the chance to directly influence pivotal changes in compensation practices, working closely with cross-functional teams to design, refine, and implement innovative solutions that drive operational excellence. What You Will Do: Lead process reimagination and workflow redesign to support the rollout of the Varicent sales performance platform. Collaborate with stakeholders to gather, refine, and document detailed business requirements. Partner with risk management teams to review process controls, ensuring compliance and data integrity. Develop process flows, training materials, and communication strategies to facilitate change adoption. Design and execute test cases, validating system functionality and business needs. Support frontline operations post-implementation by troubleshooting issues and providing continuous improvement insights. Required Skills: Minimum of 2-3 years’ experience in process optimization, business analysis, or operations within financial services. Strong process mapping skills and experience with tools like Lucid or similar. Proven ability to analyze and identify weak points in workflows and propose effective solutions. Experience with business requirement grooming and process documentation. Nice to Have Skills: Familiarity with Varicent or similar sales compensation platforms. Prior experience supporting compensation-related initiatives or transformation projects. Knowledge of risk management controls and system testing procedures. Preferred Education & Experience: Bachelor’s degree in Business Administration, Operations, or a related discipline. […]