Director of Data & Analytics

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Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human‑first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive.

The Director of Data & Analytics will fill a critical role by partnering with the senior management team to help shape the firm’s data strategy and lead the execution of various projects in support of that strategy. Reporting directly to the CIO, this role will be responsible for designing and implementing a modern data warehouse, building robust reporting and dashboard capabilities, and working directly with the business users to foster a data‑driven culture across the organization.

The ideal candidate is both a strategic thinker and a hands‑on technical practitioner, with demonstrated experience building data warehouses and working with modern data platforms and tools such as Microsoft Fabric, Power BI, Python, and SQL.

• Develop and execute a comprehensive firmwide data and analytics strategy aligned with business goals.
• Establish and oversee data governance policies, standards, and best practices for data quality, integrity, and security.
• Partner with IT, operations, and service line leaders to ensure data is accessible, reliable, secure, and effectively leveraged across the firm.

• Design and implement a modern data warehouse solution to serve as the central source of truth for the organization.
• Lead the integration of data from multiple systems (financial, tax, audit, CRM, HR, etc.) into a unified, high‑quality data platform.
• Build and maintain the data infrastructure necessary for robust analytics and reporting capabilities.

• Develop scalable reporting systems, interactive dashboards, and self‑service analytics tools using Power BI and related technologies.
• Respond to ad hoc and advanced analytics needs to support firm leaders and teams in making informed business decisions.
• Identify and implement automation and predictive analytics opportunities that improve operational efficiency and client insights.

• Foster a data‑driven culture across the firm by educating, training, and empowering employees to use data effectively.
• Collaborate closely with department and service line leaders to identify key performance metrics and business questions.
• Manage projects and priorities to ensure timely delivery of high‑impact data initiatives.
• Provide mentorship and leadership to data and analytics team members as the function grows.
• Stay aware of current trends within the accounting and professional services space.
• Stay aware of emerging technologies in analytics and recommend tools and platforms to enhance the analytics capabilities.

• Bachelor’s degree in Data Science, Computer Science, Information Systems, or related field.
• 8+ years of experience in data modeling, analytics, and/or business intelligence, with experience in a management role.
• Proven experience implementing modern data platforms and analytics solutions.
• Strong understanding of data modeling, ETL, and database design (SQL and Python expertise required).
• Experience with in professional services or accounting industry preferred.

• Strategic thinker with the ability to translate business goals into actionable data initiatives.
• Hands‑on expertise in modern analytics tools (Power BI, Python, SQL, Microsoft Fabric).
• Excellent communication and collaboration skills with both technical and non‑technical stakeholders.
• Strong project management, problem‑solving, and organizational skills.
• Demonstrated ability to lead through influence and foster a culture of data‑driven decision making.