Revenue Management Analyst

Job Summary The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making. This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations. Responsibilities Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data. Strong experience working with flat files and APIs. Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources. Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement. Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making. Ensure data accuracy and integrity through robust quality checks and governance protocols. Qualifications A relevant bachelor's degree and at least 3 years of experience. Proficiency in SQL, Excel, and BI tools. Strong technical proficiency, business acumen, and communication skills to effectively collaborate with product, engineering, and operations teams. Expertise in handling flat files and working with APIs. Hands‑on experience in developing and maintaining dashboards and reports using Tableau or Power BI. Ability to convert data findings into actionable business insights, focusing on trends in client behavior, advisor performance, and CRM engagement. Knowledge or experience of working/using Python or R scripting skills is a plus. #J-18808-Ljbffr