About the role

  • Data Analysis Manager at Wealth Enhancement leading data-driven decision-making and managing analytics projects while supporting financial planning initiatives.

Responsibilities

  • Lead an analyst and collaborate closely with cross-functional leaders to ensure data accuracy, consistency, and relevance across the organization
  • Define analytics strategy aligned with business objectives
  • Manage analytics projects, timelines, and priorities
  • Partner across the organization to develop data integrity and design standards
  • Help spearhead data integrity and validation efforts across the organization
  • Build analytical datasets from raw datasets
  • Partner with stakeholders across departments to support data-driven decisions
  • Translate business questions into analytical frameworks and data requirements
  • Communicate findings clearly to technical and non-technical audiences
  • Design and deliver KPIs, dashboards, reports, and executive-level insights
  • Provide clear, actionable insights to support leadership decision-making
  • Conduct custom analysis using financial and statistical techniques
  • Apply analytical rigor to solve complex business problems

Requirements

  • Bachelor’s degree in Data Analytics, Statistics, Mathematics, Computer Science, Economics, or related field
  • 5+ years of experience in data analysis or business intelligence
  • 2+ years of experience leading or managing analysts
  • Strong proficiency in SQL and data visualization tools (e.g., Power BI)
  • Experience with statistical analysis and data modeling
  • Ability to translate data into business insights
  • Comfortable in entrepreneurial, fast paced environments building analytics and data from scratch
  • Master’s degree in a quantitative or business discipline preferred but not required
  • Expert with SQL, Python or R
  • Familiarity with cloud data platforms (e.g., Snowflake, BigQuery, Redshift)
  • Background in financial services, or regulated industries
  • Strong project management and stakeholder engagement skills
  • Experienced with Salesforce and Power BI platforms

Benefits

  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Job title

Data Analysis Manager

Job type

Experience level

Mid levelSenior

Salary

$100,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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