Our client, a rapidly growing wealth management and financial services firm, is seeking a Senior Data Analyst to develop and deliver data analytics and reporting solutions that support strategic business decisions across the organization. This role will partner closely with business stakeholders to transform complex data into meaningful insights, build scalable reporting solutions, and ensure the accuracy and integrity of enterprise data. The ideal candidate combines strong technical expertise with exceptional analytical and communication skills.

Key Responsibilities

• Design, develop, and maintain dashboards, reports, and analytical solutions that support business performance and decision-making.
• Build scalable data models and reporting products that deliver actionable insights for key stakeholders.
• Implement data validation and quality assurance processes to ensure the accuracy, consistency, and reliability of reporting.
• Perform ad hoc analysis to answer business questions and identify trends, opportunities, and operational improvements.
• Translate business requirements into clear data specifications and reporting solutions.
• Document data sources, business logic, transformations, and reporting methodologies to support long-term scalability and governance.
• Serve as a subject matter expert for enterprise analytics and reporting while partnering with cross-functional teams on data initiatives.

Qualifications

• Bachelor’s degree in Data Analytics, Computer Science, Statistics, Finance, Mathematics, or a related quantitative field.
• 2–3+ years of experience in data analytics, business intelligence, or data science.
• Experience within financial services, consulting, or high-growth technology organizations is preferred.
• Strong analytical, problem-solving, and critical thinking abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities while working independently and collaboratively in a fast-paced environment.

Technical Skills

• Advanced SQL proficiency.
• Experience with DBT and Tableau.
• Strong understanding of data modeling and data quality frameworks.
• Advanced Microsoft Excel skills, including financial and analytical modeling, preferred.
• Strong documentation and data governance practices.

Compensation & Schedule

• Full-time
• Hybrid schedule (4 days onsite)
• Location: Austin, TX or Miami, FL
• Competitive compensation commensurate with experience
• Interview process includes two virtual interviews followed by a final onsite interview.