Senior Business Analyst – Field Execution

Responsibilities

• Own and execute the end-to-end inspection cadence—weekly, monthly, quarterly—delivering consistent reporting on progress, gaps, and performance trends.
• Own and drive development of business scorecards and reporting frameworks across key growth metrics.
• Analyze performance to identify risks and opportunities, ensuring timely visibility to leadership.
• Partner with stakeholders to define KPIs, drive alignment to business priorities, and improve metric clarity and usability.
• Translate complex data into clear, actionable insights that influence leader behavior and business outcomes.
• Design and manage accountability systems that track progress against field priorities.
• Ensure consistency, accuracy, and scalability of reporting processes and outputs.
• Manage progress tracking, action items, and accountability systems tied to execution priorities.
• Support ongoing enhancement of reporting frameworks, dashboards, and analytics capabilities.

• Bachelor's degree or equivalent.
• 3-5 years of experience.
• Strong analytical and problem‑solving skills.
• Experience developing dashboards, scorecards, and executive‑level reporting.
• Proficiency in Excel and business intelligence tools (e.g., Power BI).
• Strong organization and communication skills.
• Experience with SQL and/or Python for data queries and analysis (preferred).
• Knowledge of advisor and field leader business operations, systems, data, and processes (preferred).
• Familiarity with CRM platforms (e.g., Salesforce) (preferred).