Senior Business Analyst

Job Summary

A company is looking for a Senior Business Analyst to support the Practice Management Team focused on advisor support through reporting, metrics, and business system support.

Key Responsibilities

• Serve as a business partner to PMT stakeholders, translating requests into clear requirements and deliverables
• Coordinate and prepare reporting and analytics for Advisor Teams, ensuring data accuracy and integrity
• Support business systems like ActiFi and Salesforce, maintaining data quality and driving automation initiatives

Required Qualifications

• Bachelor's degree in business, finance, economics, or related field preferred
• 8+ years of experience in financial services, business analysis, or project management
• Strong knowledge of data platforms, particularly Salesforce and reporting concepts
• Ability to work independently and manage competing priorities
• FINRA Series 7 & 66 preferred