Wealth Tech PM & BA: Data, BI & Process Improvement
Focus Financial Partners
Focus Financial Partners is seeking a Business Analyst to support the IT PMO by analyzing processes, gathering requirements, and implementing enhancements to improve client experience and operations. You will bridge business stakeholders and technology teams, translate needs into technical specs, and drive successful delivery across Power BI, data platforms, and reporting modules. The role requires 2+ years in business analysis, preferably in wealth management or financial services. #J-18808-Ljbffr Focus Financial Partners
$180.4k - $257.95k
...employers with outcomes-based, data-driven solutions across the... ...pipeline governance, and data-driven process improvement in line with strategic priorities, and manages the sales tech stack accordingly. Working... ...tools (e.g., Tableau, Power BI, or similar).Outstanding interpersonal...Process improvementBusiness intelligenceFull timeContract workWork at officeLocal areaRemote work- ...to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment... ..., driving projects from concept through implementation with a focus on process automation and AI-enabled tooling. #J-18808-Ljbffr CFSSuggested
- ...systems, advanced reporting, analytics, data governance, and process optimization initiatives across HR,... ..., implementations, and process improvements Support and optimize HR modules related... ..., KPIs, and analytics using HRIS and BI tools Conduct advanced audits, data validation...Process improvementBusiness intelligence
- ...DescriptionJob Title: Manager, Data ReportingLocations: Denver, CO... ...clients manage data, automate processes, and scale their businesses... ...and executive reports in Excel.Improve existing spreadsheets by increasing... ....Experience using Power BI and understanding how Power Pivot...Process improvementBusiness intelligenceOngoing contractFull timeWork at office
$120k
...transformation journey. You will design data models that drive portfolio-level insight... ...models that serve as the foundation for BI reporting, advanced analytics, and AI-... ...the team grows. Identify and implement process improvements such as automating manual data workflows...Process improvementBusiness intelligenceTemporary workLocal area- ...Talent100 2024 Awardee Senior Data Analyst - minimum 4 years... ...We’re a fast-moving transit-tech business with plenty of exciting... ...Understand Zeelo’s business processes , identify and define problems... ...solutions, and practicing continuous improvement. Experience with process...Process improvementBusiness intelligencePermanent employmentFull timePart timeLive inWork at office
- ...team. As an integral part of the Data team, you will join forces... ...be focused on maintaining and improving our data pipelines, supporting... ...business logic. Build and maintain BI dashboards and reporting tools... .... You enjoy documentation, process improvement, and building...Process improvementBusiness intelligenceWork at officeFlexible hours3 days per week
$120k - $130k
Back Global Finance Systems & Data Governance Analyst Senior Financial Analyst Boston , Massachusetts... ...Build dashboards and reporting solutions using BI tools. Identify opportunities for automation, process improvement, and system optimization. Partner with Finance,...Process improvementBusiness intelligencePermanent employmentWork at officeLocal areaRemote workRelocation- Brown Advisory is seeking a Senior Addepar Data Engineer / Analyst in Boston, MA to enhance their Wealth and Asset Management data capabilities. This role focuses on supporting and scaling the Addepar data ecosystem through data engineering and analytics. The ideal candidate...
$19k
...Wayfair to make thoughtful, data-driven decisions about its... ...careers, and thoroughly enjoy improving large, complex processes. This role has end-to-end... ...), mid-year check-ins, and bi-annual promotions — for all... ...closely with HR Systems/Tech, Talent Business Partners,...Process improvementBusiness intelligenceWork experience placementWork at office- ...Data AnalystAt Liaison, we've helped higher education institutions build... ...analysis tools, monitoring and improving data quality.Responsibilities:Collect, profile, process, and analyze data from various... ...dashboards with Tableau or similar BI toolsWorking with relational...Process improvementBusiness intelligence
$100k - $130k
...KKR is hiring for an enterprise Data Operations group to collect,... ...applying AI and automation to improve workflows is a strong plus. RESPONSIBILITIES... ...quality, and analytical depth Process Improvement & Automation:... ...cloud data warehouse) and BI/reporting tools (e.g., Power...Process improvementBusiness intelligenceLocal area$80k - $125k
...communities.The RoleAs a Senior Health Data Analyst, you will focus on... ...timeliness.Continuous Product Improvement: Investigate data anomalies... ...validation reports, and team process improvements.Cross-Functional... ...to stakeholders using Excel, BI tools (e.g., Tableau, Power BI...Process improvementBusiness intelligenceWork at officeLocal areaRemote workWork from home3 days per week$78.8k - $125.6k
...fit right in.We are seeking a skilled Data Scientist to support our BI & Analytics team supporting Global... ...optimize supply chain performance. Process Optimization: Identify bottlenecks and... .... Analyze operational workflows to improve processes and reduce operational costs...Business intelligenceTemporary workLocal areaFlexible hours$130k - $175k
...are human-centered and tech-obsessed, we are building... ...Role:This role owns the data architecture and the strategy... ..., run an efficient process to win them, and then keep... ...-level SQL and BI tooling, with experience... ...SupportBuild and continuously improve the models that identify...Business intelligenceTemporary workWork at officeLocal areaFlexible hours3 days per week- ...Mutual. Operating as a tech startup within a Fortune... ...seeking an experienced Senior Data Integration Software... ...month‑end close process. Responsibilities include... ...job:Leads initiatives to improve performance, scalability... ...Lambda, S3, Glue, Redshift), BI tools, and building end‑...Business intelligenceLocal areaRemote workVisa sponsorshipWork visaShift work
- ...BEST Program Data Analyst/BI EngineerThe BEST Program Data Analyst/BI Engineer will work with... ...vendor to identify opportunities for improving the availability of data for reporting... ...architecture’s data operations (optimize data processing, query performance and data quality)...Process improvementBusiness intelligenceNight shift
- SMART TECH SKILLS LLC is seeking a Mid-Senior QA Analyst in Everett, MA (Hybrid) to... ...analysis, and quality assurance to ensure data integrity and a high-quality user... ...analyze complex workflows and recommend process improvements. #J-18808-Ljbffr SMART TECH SKILLS LLCProcess improvement
$120k - $130k
About Balt Our purpose is to improve the lives of 150,000 patients in... ...- Global Finance Systems & Data Governance Analyst Description... ..., master data governance, and process optimization. In addition to... ...Amelkis Consolidation, Tableau/BI, Organimi, WFP, and other finance...Process improvementBusiness intelligenceWork at office- ...methodologies, and new smart tech like IoT, automation,... ...Service (CCS) Meter Data Management System (MDMS... ...accurate and timely processing of meter data to support... ...configuration, and continuous improvement of Oracle Utilities... ...Cloud (OAC) or BI reporting for meter data...Business intelligenceFull timeWork experience placementLive inWork at officeLocal areaRemote work
- ...Manager resides in the Division of Data, Information and Systems Improvement of the Boston Public Schools, reporting... ...district workflows, automate processes, and conduct in-depth analysis of operational... ...tools (e.g., Tableau, Power BI, Google Looker Studio). Familiarity...Process improvementBusiness intelligence
- ...at the cutting-edge of wealth and asset management. We... ..., implement scalable processes, and ensure a robust support... ...and continuous process improvement. Platform Maintenance:... ...-Oriented: Strong with data, able to dissect end-to... ...scripts, SalesForce, BI, and AI tools. Utility...Process improvementBusiness intelligenceWork at officeShift work
- ..., collaborating with leading tech professionals to strengthen and... ...integrity of configuration data across systems. This role supports... ...initiatives to streamline processes, enhance data quality, and... ...opportunities for continuous improvement. By bridging technical and operational...Process improvementFull timeTemporary workPart timeWork experience placementShift work
- ...the 2023 and 2024 top 50 Tech Companies building for... ...take ownership of how data is modeled, organized,... ...execution of high‑complexity BI and analytics projects... ...testing, learning, and improving quickly. You value... ...application and interview process. We strongly encourage...Business intelligenceLocal area
- ...oriented, collaborative and tech‑savvy Manager of Finance... ...and brings a continuous improvement mindset to finance, administrative and HR processes. Key Responsibilities... ...process by gathering data, tracking departmental inputs... ...Oversight Review bi‑weekly payroll prepared...Process improvementBusiness intelligence
- ...seamlessly connecting siloed data through federated computing. The... ...as a data collaboration tech stack, providing computing resources... ...requirements, prioritize improvements, and ensure alignment with strategic... ...analytics modeling tools and BI platforms (Looker preferred),...Business intelligenceFull timeWorldwideFlexible hours
- ...Senior Software Engineer - Data is responsible for design... ...and data warehouse/BI systems. Troubleshoot and... ...external systems (Core banking, Wealth, Data Warehousing), components, and processes Work closely with... ...Reviews and Maintain and improve existing database objects...Business intelligence
- Technical Project Manager: Business & Data Systems (SY26-27) Boston... ...Deadline: Sep 01, 2026 11:59 PM (Eastern Standard Time).... ...Data, Information and Systems Improvement of the Boston Public Schools,... ...district workflows, automate processes, and conduct in-depth analysis...Process improvementWork at officeImmediate start
- Sun Life is seeking a data technician to support the data organization, including ETL support, report support, and data lake support. You will work with SQL, Oracle, Crystal Reports, SSRS, LOGI, Tableau Informatica, SSIS, and related tools, with opportunities to learn...Business intelligence
- The OpportunityJoin our dynamic team as a Data Engineer - Corporate Technology Data... ...establishing robust data collection and processing pipelines to fulfill Investment Management... ...with Data Analysts, Data Architects, and BI developers to ensure design and development...Business intelligenceFull time
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