Business Intelligence Advisor driving strategic decision - making through data analysis at iA Financial Group. Collaborating with teams to improve efficiency and support business partners with data insights.
About the role
- Senior Associate - Marketing Reporting Analyst managing reporting and data insights for Cerity Partners. Collaborating with cross-functional teams to enhance executive decision-making through data-driven storytelling.
Responsibilities
- Lead paid, organic and performance marketing analytic needs including report and data insight creation, analysis and presentation
- Analyzes Salesforce pipeline, ensuring Salesforce data integrity and prospects are being updated as they proceed on client journey
- Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to internal stakeholders
- Oversee the maintenance and development of sophisticated data models supporting marketing reporting
- Own the Power BI report and related dashboard development, ensuring optimal performance
- Conduct comprehensive data validation processes
- Coordinate with other business unit leaders to resolve data issues
- Interface with executives, analysts, and client-facing business leaders
- Ensure compliance with internal controls and regulatory requirements
Requirements
- 5-10 years of experience in marketing and operation analytics roles
- Experience working for financial services organizations, media or marketing brands, preferably within marketing departments strongly preferred
- Advanced skills in Salesforce, Hubspot, SQL (PostgreSQL preferred), Power BI, and Excel
- Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues
- Strong written and verbal communication skills
- Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence
- Bachelor's degree in Accounting, Finance, Business, or related quantitative field; MBA or relevant professional certifications a plus
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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