Analytics and Reporting Manager
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Miami, Florida, United States; required to work onsite 4 days per week
Company
is a U.S. wealth management platform serving high- and ultra-high-net-worth individuals and families, with more than 40 offices, over 15,000 clients, and more than $220 billion in client assets.
What you will do
- Lead the Analytics and Reporting team, managing data analysts who deliver dashboards, recurring reports, and ad hoc analysis.
- Establish consistent standards for analytics development, documentation, and reporting delivery.
- Own enterprise data products supporting management, financial, and regulatory reporting.
- Ensure analytical outputs are accurate, auditable, trusted, and supported by effective data processes and controls.
- Translate stakeholder needs into clear data specifications and provide senior subject-matter expertise across enterprise analytics and reporting.
Requirements
- 4β6+ years of experience in analytics or reporting roles.
- 2β3+ years of experience managing teams and complex reporting environments.
- Hands-on enterprise reporting experience in financial services or another strongly regulated and audited environment.
- Quantitative academic background with a distinguished academic record.
- Proficiency in SQL and Tableau.
- Unrestricted work authorization in the United States is required; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.
Nice to have
- Proficiency in dbt.
Culture & Benefits
- 401(k) plan with employer matching.
- Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
- Paid maternity and parental leave.
- Flexible Spending Accounts, Health Savings Accounts, dependent care support, and commuter benefits.
- Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
- Commitment to a safe, healthy, respectful, and inclusive workplace.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β