Confidence at every stage
Business Management Analyst
Location
United States
Posted
2 days ago
Salary
$83.1K - $124.7K / year
Seniority
Senior
Job Description
Business Management Analyst
TruStage
• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives • Provide business context to support the development of dashboards, metrics, and analytics solutions • Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations • Analyze data to support sales performance, forecasting, and growth initiatives • Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues • Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability • Gather, document, and prioritize business and technical requirements across multiple stakeholders • Translate business needs into clear, actionable technical specifications • Deliver ad hoc analyses and develop repeatable reporting solutions where applicable • Build and maintain strong relationships with business leaders and technical partners • Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities • Provide reporting and analytical insights to support sales team performance and growth objectives • Interpret and apply business rules to ensure data integrity and consistency • Support execution and understanding of operational processes, including programs such as the LPL charge process • Contribute to cross-functional projects supporting sales and operational initiatives • Manage the intake and tracking of contract requests • Support the Business Manager in contract review and redlining processes • Coordinate communication and workflow between sales teams and legal partners • Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams • Partner with external partners and shared services teams to identify root causes and implement solutions • Identify recurring issues and recommend process or system improvements • Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience
Job Requirements
- Bachelor’s degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
- 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
- Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
- Demonstrated ability to translate business requirements into technical solutions and vice versa
- Experience gathering and prioritizing requirements across multiple stakeholders
- Strong analytical skills with experience interpreting data and validating reporting outputs
- Proven ability to build effective relationships with both business and technical teams
- Ability to manage multiple priorities and drive initiatives from concept through implementation
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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