Focus Financial Partners

Business Analyst - Service & Operations

Needham, MA

Sponsorship not specified$100k-$120kDetected 14 days ago

SnowflakeData AnalysisSalesforceExcelProcess ImprovementResearchLeadershipCommunicationProblem SolvingPublic SpeakingWritingOrganizational SkillsMicrosoft Office

About the role

As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support.
Serving as an extension of the leadership team, this role leverages data, analytics, AI-enabled tools, and business analysis to improve operational performance, inform strategic decisions, and support the evolution of the Service & Operations operating model.
The Business Analyst acts as a strategic business partner, translating initiatives into actionable analysis, business requirements, practical solutions, and executive communications.

Responsibilities

Create and maintain key metrics, and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple enterprise systems, and present meaningful insights that support leadership decision-making.
Develop and operationalize analytical tools, workflow enhancements, automation opportunities, and AI-enabled solutions that improve operational efficiency, scalability, and decision-making.
Partner with Technology, Data, and business leaders to define reporting requirements and develop dashboards, analytics, and reporting capabilities that support Service & Operations priorities, using enterprise data platforms, including Snowflake and other analytics tools.
Support operational modeling, segmentation analysis, workforce planning, and gearing ratio development to inform Service & Operations strategy.
Executive Support & Communications
Partner with S&O leadership to prepare executive presentations, communications, business cases, recommendations, and operational documentation.
Organize and synthesize information from multiple sources into clear summaries, recommendations, and executive-ready materials that support leadership decision-making.
Prepare materials and summaries for leadership or business partner meetings, operating reviews, strategic discussions, and departmental status updates.
Document and maintain business processes, workflows, SOPs, business requirements, and other operational documentation that support consistent execution across Service & Operations.
Translate analytical findings into business recommendations and business needs into clear requirements for Technology and enterprise partners.

Requirements

Fluent in multiple technology systems with ability to quickly learn new ones.
Experience documenting business processes, requirements, procedures, or workflows.
Experience leveraging AI and productivity tools to improve the quality, speed, and consistency of analysis, communications, documentation, and deliverables.
Occasional travel may be required for stakeholder meetings and project delivery.

Nice to have

5+ years of experience in business analysis work involving large, complex projects and building/fostering relationships with cross-functional teams and leaders.
Experience in financial services preferred.
Experience analyzing large datasets using enterprise reporting or cloud data platforms (Snowflake preferred).
Experience with Snowflake, PowerBI, Salesforce, Orion, Addepar preferred.
Experience supporting operational, process improvement, or technology-related initiatives in wealth management preferred.

Compensation

The annualized base pay range for this role is expected to be between $100,000-$120,000 base salary compensation range.
The base pay is just one component of the total compensation package.

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