Business Intelligence Analyst , Service

Position: Business Intelligence Analyst I, Service
Opportunity Overview Are you passionate about turning data into meaningful business outcomes? We are seeking a collaborative and analytical Business Analyst I to support strategic initiatives across our Service Division. In this role, you will leverage data, business insights, and operational expertise to help drive decision-making, improve processes, and deliver solutions that enhance the client and advisor experience.

As a key partner to business leaders, operations teams, and technology stakeholders, you will transform complex data into actionable insights, lead and support cross-functional initiatives, and represent Service Division priorities in enterprise-wide programs.

This role offers a unique opportunity to combine business intelligence, project coordination, process improvement, and stakeholder engagement while developing expertise in core service functions, including Cash & Banking, Transfers & Rollovers, and Estates.

The ideal candidate is naturally curious, highly organized, and excels at connecting data, people, and processes to solve business challenges and drive continuous improvement.

What You'll DoTransform complex data into actionable insights by creating reports, dashboards, and visualizations that support strategic and operational decision-making.

Partner with business leaders to gather requirements, analyze business needs, and translate them into meaningful reporting and analytical solutions.

Lead or support cross-functional initiatives, coordinating timelines, priorities, risks, and deliverables to ensure successful execution and measurable business outcomes.

Identify opportunities to improve processes, controls, and operational efficiency, while quantifying and communicating the potential business impact of recommended changes.

Use Jira and other workflow tools to document requirements, manage work items, track progress, and provide visibility into project status and dependencies.

Build strong relationships across business, operations, and technology teams, facilitating discussions that drive alignment, accountability, and results.

Develop expertise in Service Division functions, including Cash & Banking, Transfers & Rollovers, and Estates, to effectively support business priorities and initiatives.

Represent Service Division needs in enterprise programs and value stream initiatives, ensuring solutions align with operational goals and deliver an exceptional service experience.

Position Requirements Bachelor’s degree in Business, Finance, Analytics, Economics, or a related field, or equivalent relevant experience.
2+ years of experience in business analysis, business intelligence, operations, project coordination, or a related analytical role.

Experience gathering business requirements, analyzing data, and developing insights and recommendations to support business decisions.

Advanced Excel skills and experience with reporting and visualization tools such as Power BI, Tableau, or similar business intelligence platforms.

Experience using Jira, Azure Dev Ops, or similar tools to manage work, document requirements, and track project progress.

Strong communication, problem-solving, and organizational skills with the ability to manage multiple priorities and collaborate across teams.

Preferred Qualifications Experience supporting cross-functional projects, process improvement initiatives, or business transformation efforts.

Financial services, wealth management, banking, or service operations experience.

Experience influencing stakeholders and driving outcomes without direct authority.

Knowledge of service-related functions such as Cash & Banking, Transfers & Rollovers, Estates, or similar operational areas.

Experience documenting business processes and identifying opportunities to…