• 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

• Act as the Functional Lead within an Agile squad, driving end-to-end functional clarity and alignment across stakeholders • Mentor and guide junior Business Analysts, supporting their day-to-day work, deliverables, and best practices • Partner with Product Owners and business stakeholders to refine backlog, prioritize features, and align with business value • Own functional design and requirement quality across the commerce platform, including order lifecycle, customer flows, and integrations • Translate business needs into clear, structured functional requirements and acceptance criteria • Participate actively in Agile ceremonies (backlog grooming, sprint planning, reviews, retrospectives) • Serve as the liaison between technology teams and business stakeholders, ensuring seamless communication • Translate technical challenges, constraints, and dependencies into business-impact language for Product Owners • Play an active role in bug triage, root cause analysis, and production support, ensuring accurate functional validation. • Lead and support User Acceptance Testing (UAT) activities including planning, execution coordination, and validation • Collaborate closely with QA teams to ensure test coverage, traceability, and quality assurance • Support regulated pharma workflows, ensuring awareness of compliance, auditability, and data accuracy requirements • Drive continuous improvement in functional processes, documentation standards, and delivery practices. • Ensure the squad meets delivery milestones with strong ownership and accountability • Identifies and applies AI and automation opportunities to enhance business processes and drive efficient delivery.

• Partner with Analytics teams and business leaders to understand emerging trends, identify the most important business implications, and shape narratives around high-impact findings. • Synthesize insights across Product Analytics, Reporting Analytics, Marketing Analytics, and Data Science, connecting findings to broader business strategy, customer behavior, product performance, and company goals. • Create executive-ready communications including decision briefs, presentations, strategic memos, planning materials, and leadership updates. • Curate and maintain recurring insight communications, including weekly and monthly business reviews, executive summaries, and stakeholder updates. • Ensure critical insights reach the right audiences—from the board and executive team to functional leaders and the broader organization—in formats that drive alignment and decision-making. • Develop foundational materials that improve organizational understanding of key business drivers, metrics, customer behaviors, and strategic priorities. • Establish standards and best practices for analytics storytelling, insight packaging, discoverability, and communication quality across the Analytics organization. • Help Analytics teams leverage AI and emerging tools to scale communications while maintaining editorial quality and analytical rigor.

• Support the PO in refining and writing user stories. • Perform functional testing. • Produce artifacts to meet contractual requirements.