Business Intelligence Analyst

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eMoney Advisor

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Own medium-complexity analytics projects from requirements gathering through delivery, working with stakeholders to define objectives and success metrics. • Analyze and interpret structured and unstructured data from multiple sources to uncover trends, patterns, and opportunities. • Design and develop reports and dashboards using BI tools (e.g., Power BI, Looker), aligning outputs with stakeholder needs and business goals. • Translate business logic into technical specifications and implement calculations, KPIs, and rules in analytics environments. • Conduct exploratory analysis and hypothesis testing to validate assumptions and guide business decisions. • Collaborate with data engineers and developers to ensure data flows, structures, and integrations meet analytical requirements. • Contribute to data governance efforts by creating, maintaining, and enforcing data definitions, metadata, and lineage documentation. • Apply data quality and validation techniques to improve trust in data across the organization. • Partner with operational and cross-functional teams to identify opportunities to optimize processes, improve client experience, and increase revenue. • Utilize basic data modeling techniques (e.g., star/snowflake schema) and assist in the development of data pipelines and ETL workflows. • Present findings to diverse audiences, using visual storytelling and plain-language explanations to drive alignment and action.

🎯 Requirements

• 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

🏖️ Benefits

• Health insurance • Retirement contributions • Sick leave • Parental leave • Paid time off • Annual bonus program