Business Analyst

2 weeks ago

Fort Mill, United States TalentBridge Full time

Are you a dynamic professional with expertise in data synthesis and strategic reporting? We're currently seeking a Reporting Analyst to join our Business Transitions team. In this role, you will play a vital part in developing and optimizing reporting tools that drive efficiency and contribute to strategic decision-making.


Key Responsibilities:

  • Collaborate with the Business Transitions team to develop and oversee reporting tools, focusing on automation, scalability, and action-oriented data-driven intelligence.
  • Synthesize data from multiple sources to assist in the development of recommendations, reports, and strategies.
  • Develop, own, and optimize various reports (e.g., Scorecards, Dashboards) to drive meaningful business results.
  • Lead data interpretation to identify significant differences, relationships, and trends, streamlining transition processes for advisors and institutions.
  • Extract data from databases such as Salesforce.com, Oracle, Box, and third-party platforms, ensuring accurate data points are utilized.
  • Manipulate and analyze large datasets using tools like Smartsheet, Excel, PowerPoint, and Tableau.
  • Advance the use of complex analytical techniques and statistical thinking across Business Transitions.
  • Summarize findings, publicize results, and actively share insights with senior leadership.
  • Work with sales enablement and recruiting teams to develop goals and objectives for retention effectiveness.


Qualifications:

  • Bachelor’s degree in Business, Economics, Finance, or a related field preferred.
  • Advanced proficiency in Smartsheet, Excel, PowerPoint, and Tableau.
  • Strong problem-solving skills for efficient issue identification, analysis, and development of actionable recommendations.
  • Excellent communication skills, both verbal and written, for presenting complex information in a clear and concise manner.
  • Ability to manage multiple initiatives in a fast-paced, entrepreneurial environment.
  • Natural curiosity and ability to maintain composure under pressure.


If you are a proactive and analytical professional looking to contribute to a dynamic team, we invite you to apply for the Reporting Analyst position. Join us and be a part of shaping strategic solutions through data-driven insights.

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