
501 - 1000 employees
Founded 2000
πΈ Finance
βοΈ SaaS
π€ B2B
Finance β’ SaaS β’ 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.
π₯ 10 minutes ago
πΊπΈ United States β Remote
π΅ $103.7k - $131.4k / year
β° Full Time
π Senior
π Business Intelligence Developer
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501 - 1000 employees
Founded 2000
πΈ Finance
βοΈ SaaS
π€ B2B
Finance β’ SaaS β’ 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.
β’ Communicate complex analytical solutions, data relationships and results and their business impacts to multiple business partners and stakeholders, through superior data visualization and storytelling skills β’ Leverage, integrate, and normalize disparate data sources including enterprise systems, internal and third-party applications, and customer data β’ Partner with cross-functional, operational teams to develop quantitative models and analyze business hypotheses, informing data driven decisions to optimize and increase productivity and revenue β’ Ensure consistency and cleanliness of the data and analytics code base to maintain a highly-performant, stable environment for our customers β’ Drive business decisions by providing data analysis and reporting of patterns, insights, and trends to decision-makers β’ Use analytics and metrics to show key performance indicators, improve processes and provide data-driven forecasts β’ Develop and maintain consultative relationships with key stakeholders to effectively drive aligned business results β’ Foster strong cross-functional relationships in order to effectively synthesize organizational needs and translate into a cohesive data strategy β’ Integrate cross-functional, cross-market and cross-category analytical insights into strategic thought leadership and actionable recommendations to influence business decisions; Ensure insights are co-owned and advanced within the organization
β’ Bachelorβs degree in a quantitative discipline β math, statistics, data and analytics preferred or equivalent experience β’ 6+ years of experience in data and analytics, business intelligence, predictive analytics, or related consultative role
β’ annual bonus program β’ retirement contributions β’ health insurance β’ sick leave β’ parental leave β’ paid time off
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