
501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
🕒 July 28
🇺🇸 United States – Remote
💵 $84k - $108k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📚 Business Intelligence Analyst
👻 Ghost score 16%
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501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
• Own medium-complexity analytics projects from requirements gathering through delivery • Analyze structured and unstructured data from multiple sources to identify trends, patterns, and opportunities • Design and develop reports and dashboards using BI tools such as Power BI and Looker • Translate business logic into technical specifications and implement calculations, KPIs, and rules • Conduct exploratory analysis and hypothesis testing • Collaborate with data engineers and developers on data flows, structures, and integrations • Contribute to data governance through data definitions, metadata, and lineage documentation • Apply data quality and validation techniques • Partner with operational and cross-functional teams to optimize processes, improve client experience, and increase revenue • Use data modeling techniques and assist with data pipelines and ETL workflows • Present findings using visual storytelling and plain-language explanations
• Bachelor’s degree in a quantitative discipline – math, statistics, data and analytics preferred or equivalent experience • 3+ years’ experience in data science, statistical analysis, business intelligence or related consultative role • Proficient in SQL, with experience writing and optimizing complex queries in a business environment • Working knowledge of data modeling concepts, including star schema, snowflake, and normalization • Familiarity with data pipeline/ETL processes and collaboration with data engineering teams • Hands-on experience with data visualization and reporting tools, such as Power BI, Looker, and Tableau • Experience contributing to data governance, including data quality practices, definitions, and metadata maintenance • Strong analytical thinking and problem-solving abilities • Ability to communicate findings and translate technical insights into business recommendations for technical and non-technical audiences • Strong attention to detail • Ability to manage priorities and work independently in collaborative environments
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Inclusive, people-first culture • Equal employment opportunity workplace
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