Business Intelligence Analyst - Rockford, IL
Savant Wealth Management
Date: 5 days ago
City: Rockford, IL
Contract type: Full time
Are you a data-driven storyteller? Do you have a knack for turning numbers into actionable insights? If so, we’re looking for an experienced business intelligence analyst to join our team of specialists here at Savant!
The Business Intelligence Analyst helps transform data into insights that will help improve the value of the business. The Business Intelligence Analyst will use our existing data ETL and warehouse infrastructure to create new insights and respond to requests from across the organization, including the business units, marketing, and executive leadership. This role will also work close closely with our offshore analytics team to ensure our systems are accurate and that work is moving ahead as scheduled.
Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide
The Business Intelligence Analyst Is Responsible For The Following
The Business Intelligence Analyst typically requires the following qualifications:
Logistics Must Have's
At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.
Savant Capital LLC, is an Equal Opportunity Employer.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
The Business Intelligence Analyst helps transform data into insights that will help improve the value of the business. The Business Intelligence Analyst will use our existing data ETL and warehouse infrastructure to create new insights and respond to requests from across the organization, including the business units, marketing, and executive leadership. This role will also work close closely with our offshore analytics team to ensure our systems are accurate and that work is moving ahead as scheduled.
Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide
The Business Intelligence Analyst Is Responsible For The Following
- Analyze and interpret data to create and distribute output for different departments throughout the organization as needed. This includes, but is not limited to, reporting to the Board of Managers, Executive Team, Finance, Advisory Leaders, Marketing, and other functional areas.
- Respond to changes with interpretation of data by updating the source system with the correct information or updating business logic within warehouse.
- Test new fields within the source system and data warehouse to create new opportunities to find trends among the data.
- Ensure accuracy with data by auditing warehouse data against the source systems.
- Design, develop, and support dashboard, analytic and reporting solutions for a wide variety of business intelligence data sets in support of assigned business partners.
- Analyze and report marketing key performance indicators (KPIs), sales, campaign performance and ROI, including marketing dashboard and other relevant platforms.
- Identify and analyze marketing channels, offers, and audiences based on KPIs such as conversion rates, contact rate and lead quality.
- Provide actionable insights and recommendations to support management in data driven decisions in the business forecasts and improve overall performance of programs.
- Conduct ad hoc analyses to support specific business initiatives and projects.
- Communicate frequently and work closely with the offshore team during weekly check-ins to ensure projects are moving forward and delivering specifications for new output.
- Work with training teams to verify correct representation and understanding of data being visualized.
- Respond to requests for analysis tools and data validation from all departments.
- Maintain user access and visibility for individuals across Savant, and ensure sensitive data is accessible only for appropriate users.
- Manage reports and schedules for distribution to greater Savant.
- This position is based at our Rockford, IL Office. We are not open to relocation for this position and it is not a remote opportunity.
- Due to the nature of the work, this role will require you to work in person, so you will need to have reliable transportation.
- Full-time hours are expected, working Monday-Friday, 8:00AM - 5:00PM.
The Business Intelligence Analyst typically requires the following qualifications:
Logistics Must Have's
- All applicants must be within driving distance to our Rockford, office, as this position requires in-person support. We are not open to relocation for this opportunity.
- All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
- Bachelor’s degree in Business, Management, Economics, Accounting, Finance, Data Science, or Computer and Information Science required
- Must have a stable work history combined with 3-5 years of proven success in a BI analyst role or similar
- Proficiency in Tableau or other data visualization platforms, or interest in learning tools with a current mastery of Excel tools that are transferable to data visualization software
- Experience with SQL, Python, Cloud Storage (AWS), ETL/ELT tools
- Experience with Salesforce CRM and Tableau a plus
- Experience in creating dashboards and providing a readout and analysis of data
- Ability to take complex data points and present in an easy to understand manner; telling stories with data
- Excellent interpersonal, communication, listening and presentation skills
- Excellent problem solving and analytical skills
- Technological and computer knowledge
- An understanding of RIA business needs, budgeting procedures, methods, and evaluation criteria
- Team player, collaborative, able to work with and through others
- Detail-oriented
- We are a growing, fee-only, independent, majority employee-owned RIA.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service.
- We help our clients reach their ideal futures.
- Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.
- Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
- Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
- Vision Insurance: Keep your eyes healthy with our vision insurance plan.
- Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
- Employee Recognition: Be celebrated with monetary awards through our recognition program.
- Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
- Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Savant Capital LLC, is an Equal Opportunity Employer.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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