Data Analyst

October 30

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EP Wealth Advisors

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Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

201 - 500 employees

💸 Finance

👥 B2C

📋 Description

• Collaborate with IT and business teams to define and document data standards, naming conventions, and data quality rules. • Work with the Snowflake implementation partner to help define and validate master data structures, metadata, and key data domains. • Participate in the establishment of data stewardship processes to ensure data accuracy, consistency, and compliance. • Contribute to the design of a business glossary and data catalog to improve data transparency and discoverability. • Support data governance initiatives including data lineage, access control, and regulatory compliance documentation. • Monitor and validate data pipelines and Snowflake tables to ensure accuracy and completeness. • Develop and maintain data quality dashboards or reports to highlight discrepancies and trends. • Identify data anomalies, inconsistencies, or missing records and work with technical teams to address root causes. • Participate in regular data audits and assist in implementing remediation plans. • Recommend process improvements and automations to strengthen data quality controls. • Analyze operational and financial data to identify trends, variances, and performance drivers. • Create and maintain dashboards, reports, and visualizations to deliver insights to business leaders. • Partner with department stakeholders (Operations, Finance, Compliance, Client Service) to define metrics and KPIs. • Translate business questions into measurable analytics that support strategic initiatives and operational efficiency. • Serve as a bridge between business users and technical teams to ensure analytical needs are aligned with data capabilities. • Work closely with the Snowflake implementation partner to validate and test data models and integration workflows. • Collaborate with data engineers to ensure data structures support accurate reporting and analytics. • Document analytical processes, data sources, and key definitions for ongoing reference. • Stay informed on best practices in data governance, quality management, and business intelligence.

🎯 Requirements

• Bachelor’s degree in Data Analytics, Information Systems, Business, or a related field. • 3–5 years of experience in a data analyst, data management, or business intelligence role. • Experience working with or supporting enterprise data platforms (Snowflake experience preferred). • Proven track record in data quality management, data validation, or governance initiatives. • Strong SQL skills for data querying, validation, and transformation. • Proficiency in business intelligence tools (Tableau, Power BI, or similar). • Familiarity with cloud data environments such as Snowflake, Redshift, or BigQuery. • Understanding of data governance frameworks, metadata management, and master data concepts. • Experience working with data from CRM, portfolio management, or financial planning systems (e.g., Salesforce, Tamarac, Orion). • Proficiency in Excel for analysis and reporting. • Strong understanding of data management principles including data lineage, data stewardship, and quality control. • Knowledge of wealth management or financial services data is a plus. • Ability to translate complex data findings into actionable business recommendations.

🏖️ Benefits

• 11 Paid Holidays + 2 floating holidays • 3 Weeks (PTO) • Paid Volunteer Time • Flexible Work Schedule • Highly subsidized Health, Dental, and Vision Plans • 401k Retirement Account with company match contributions • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance • Flexible Spending Accounts and Health Savings Accounts • Employee Financial Education • Employee Educational Expense Reimbursement • Employee Charitable Donations • Employee Referral Incentives • Employee Team Building Activities • Employee Assistance Program