About:

• Location: Cleveland, OH

• Contract: 6 months

The Role:

• Bachelor’s degree and ideally 10+ years of relevant experience.

• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.

• Experience in Analyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.

• Strong experience in handling Flat files, and strong work experience in APIs.

• Experience Developing and maintaining dashboards and reports using BI tools like Tableau or PowerBI to track performance metrics across various data sources.

• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.

• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.

• Qualifications include a relevant bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R) considered a plus.

Must have:

• Digital : Microsoft Power BI

• Digital : Business Intelligence and Analytics Tools

• Bachelor’s degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools, with additional scripting skills (Python/R)

• Bachelor’s degree and 10+ years of relevant experience required.