Job Title
Senior Data & BI Analyst - Performance and Incentives
Recruiter
Tara Beiermann
Opportunity Overview
The Senior Data & BI Analyst will be dedicated to the Performance and Incentives Strategy, responsible for establishing the branch team performance and compensation strategies to recognize and reward branch team member's contributions to our clients. The Senior Data & BI Analyst is responsible for providing actionable insights to support business decisions.
Essential Functions:
- Proactively identify opportunities with medium to broad impact where analytics can inform the business. Provide actionable insights to support business decisions and long-term strategy development, primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, regression, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems.
- Maintain a strong understanding of division results & key business drivers to be able to apply understanding to analytic approach to influence key strategies and business performance.
- Build and maintain an understanding of data flows, sources, and data transformations across multiple domains. Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
- Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.
- Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.
- Lead team to generate and incorporate insights into a cohesive story that clearly addresses business questions and influences decision making. Effectively lead the creation and communication of tailored messages to influence senior leaders regarding analytic ideas, approach, key takeaways, and actionable insights.
- Ability to communicate technical information to non-technical audiences.
- Consult with business owners to understand the business problem. Independently identify the appropriate analytic approach to solve the problem. Provide mentorship and feedback to others on analytic approach and leverage systems thinking to connect work to other strategic initiatives.
- Lead and influence the development of KPI and benchmark development. Communicate results to senior leaders.
- Serve as a functional and technical data subject matter expert
Req ID
103789BR
Position Type
Home Office
Position Schedule
Full-Time
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Posting Location
Arizona, Tempe, Missouri, St. Louis
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
External Flexible Work Option(s)
Hybrid, Onsite, Remote
Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Country
United States
Search Headquarters Positions by Area of Interest
Finance
Position Requirements
Experience Required:
- 5-7 years' experience in relevant field
- At least 4 years of analytics experience
Education Required:
- Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience)
- Advanced Degree or Certification preferred
Functional Knowledge:
- Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
- Intermediate experience with data manipulation languages, such as SQL, required
- Understanding of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, various regression techniques, machine learning, exploratory analysis, and variance analysis techniques.
- Ability to determine if particular analytic problem requires capabilities that don't reside in the division. Proficiency in applying descriptive statistics, univariate analysis, forecasting, economic modeling, and class variance analysis.
Business Expertise:
- Applies general knowledge of business developed through education or past experience
- Understands key business drivers; uses this understanding to accomplish own work
- Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market
Impact:
- Develops and performs moderately complex analysis, typically with moderate to high business impact
- Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions
- While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team
- Influence decision making, by gaining a deep understanding of inter-departments/divisions interactions the impact on firm operations and initiatives.
Interpersonal Skills:
- Explains complex information to others in straightforward situations
- Explains difficult or sensitive information; works to build consensus
- Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday*
Salary Information
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
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