DescriptionCome and join us to reshaping the future!
As a Sr Associate you need to enhance the Tableau & SharePoint strategy to support Corporate Responsibility, Morgan Health, Impact Marketing, & the National Market Leadership Team.
Job Responsibilities
- Enhance the Tableau & SharePoint strategy to support Corporate Responsibility, Morgan Health, Impact Marketing, & the National Market Leadership Team.
- Create high quality analytics, business intelligence, and management presentations; conduct and distill sophisticated analysis into simple concepts and terms to position executives to understand and take action.
- Leverage prepared datasets to build graphical visualizations and programing decision-support dashboards inside of business intelligence tools.
- Analyzing datasets, building data workflows, writing queries to obtain data required for visualization.
- Meeting with stakeholders to collect requirements, review work, conduct training etc.
- Leading analytics projects to deliver decision support tools and dashboards for business stakeholders.
- Support production dashboard applications through enterprise-approved processes and controls.
- Software and tool training and ongoing professional development.
- Understand the variety of data sources for information and how to strategically source data.
Required qualifications, capabilities, and skills
- Required a minimum 5 years of relevant financial services industry experience coupled with experienced exposure to Tableau, SharePoint, and internal MIS reporting.
- Highly motivated and ability to operate without boundaries and act as a proxy for management by taking ownership of an initiative to deliver positive results.
- Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: Oracle/SQL Server/Teradata, Cognos/BO, SAS/R.
- Must have demonstrated knowledge and experience with data & business intelligence concepts including ETL (e.g. Alteryx), Data Modeling, Reporting Automation, Dashboarding (e.g. Tableau), & SharePoint.
- Outstanding analytical, creative thinking, and problem-solving skills; ability to work with large complex data sets.
- Experience with systems management, including a track record of improving and enhancing existing technologies and processes (e.g. data management, system/application changes, etc.)
- Adept at data management and governance. Strong data visualization skills and the ability to synthesize data into executive summaries and value-add analytics & reporting to provide insights on impact measures.
- Operate with controls mindset, with ability to critically think through complex and evolving data landscape ultimately providing insights that yield results in the Firm’s best interest.
- High competency in Microsoft suite of applications (PowerPoint, Excel) and other program management toolsets.
Preferred qualifications, capabilities, and skills
- Experience with Line of Business data and reporting as it pertains to the Annual Report and the 10-Q/K.
- Detail-oriented with strong reporting development & program management experience.
- Demonstrated ability to exercise integrity over sensitive data, independent judgement and initiative, to prioritize relentlessly and to work under tight deadlines in order to push results.
- Excellent written and oral communications skills.
- Prior people management experience.
- Ability for 10% travel.