Wealth Enhancement is looking for a Data Insights Analyst to bring data to life through compelling storytelling and clear communication, translating business needs into actionable insights and presenting data in a way that drives decisions.
Requirements
- 3+ years of experience with Power BI or similar tools (portfolio encouraged).
- 1-3 years of experience with SQL and data analysis.
- Familiarity with Salesforce reporting and data structures.
- Experience with ETL processes and data integration workflows.
- Exposure to cloud platforms (e.g., AWS) is a plus.
- Knowledge of Python or R is helpful but not required.
Responsibilities
- Collaborate with teams (e.g. Sales, Marketing) to gather requirements and deliver actionable BI solutions.
- Design and maintain user-friendly dashboards and reports using Power BI and Salesforce.
- Define and track KPIs aligned with business goals.
- Create clear, compelling visualizations that communicate insights to technical and non-technical audiences.
- Continuously enhance reporting assets using best practices and user feedback.
- Collaborate with data teams to improve data flows, reporting processes, and scalable solutions.
- Translate business needs into clear technical requirements.
Other
- This role is perfect for someone who enjoys collaborating with cross-functional teams, translating business needs into actionable insights, and presenting data in a way that drives decisions.
- If you're a strong communicator who enjoys presenting to cross-functional teams, simplifying data for any audience, and proactively solving problems, you'll thrive in this role.
- Bachelor’s degree in business, Analytics, or related field.
- This is a remote work opportunity from anywhere in the U.S.
- This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
