Senior Financial Planner identifying and providing complex financial solutions for clients at BDO. Collaborating with professionals to assist clients in achieving their financial goals while managing various financial planning tasks.
About the role
- Director of Analytics managing customer analytics for key financial services client. Leveraging data sources for insights, segmentation, and performance improvement.
Responsibilities
- Own the day-to-day analytics relationship with the client, ensuring alignment to business priorities
- Manage junior team members working on same client project
- Define and evolve the customer analytics roadmap aligned to business priorities
- Lead the customer analytics workstream, including personalization, predictive modeling, customer lifetime value (CLV), and test-and-learn initiatives
- Lead and mentor on-account analysts, ensuring quality and consistency of delivery
- Ensure tagging and data capture support measurement and reporting needs through partnership with technical teams
- Report to Senior Director, Analytics, Financial Services
- Oversee development and use of data assets and models to support analytics and insights
- Apply customer, Data Source 2.0, and call center data (e.g., dispositions, outcomes, operational KPIs, QA/CSAT signals, omni-channel interactions) to drive segmentation, targeting, and performance optimization
- Enable ETL/ELT, data modeling, and dimensional design for future expansion.
- Own data quality and governance by leading regular audits, enforcing standards, and ensuring trusted, well-defined, and secure data is consistently ready for analytics and decision-making (including sensitive customer data)
- Partner across analytics, engineering, operations, and marketing to execute against client needs
- Support analytics and reporting across BI and visualization tools (e.g., Tableau, Power BI, Looker)
- Support modernization of legacy data and analytics processes
- Maintain documentation standards to support consistent and scalable analytics delivery
Requirements
- Proven experience in analytics or data architecture and data science within an analytics-driven environment (e.g., modeling, mappings, lineage, documentation)
- Strong SQL, Python, R Script, and performance-oriented data design; ETL/ELT experience (SSIS or similar).
- Strong leadership in understanding of data modeling concepts and analytical data structures (facts/dimensions).
- Strong client-facing communication and stakeholder management skills
- Experience leading analytics workstreams, teams, and delivering against business objectives
- Experience working in GCP environments (e.g. BigQuery)
- Experience integrating/modeling Salesforce data for analytics (service/case/activity and customer interaction patterns) (preferred)
- Strong knowledge of emerging capabilities: predictive analytics, unstructured data, text/speech analytics, AI readiness (preferred)
- Proven ownership of Data Science project (preferred)
- Exceptional executive communication / insights narratives / storytelling (preferred)
- Experience in complex, multi-workstream environments (agency or consulting helpful) (preferred)
- Ability to partner with/orchestrate DS, engineering, and analytics (preferred)
Benefits
- Medical, vision, and dental insurance
- Life insurance
- Short-term and long-term disability insurance
- 401k
- Flexible paid time off
- At least 15 paid holidays per year
- Paid sick and safe leave
- Paid parental leave.
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Financial Planner handling client wealth management and financial planning needs. Process data and provide advice for investments, taxes, and retirement planning in a people - first firm.
Trainee Business and Finance Officer supporting schools and Multi Academy Trusts with budget monitoring. Communication and maintaining relationships within the Cumberland area are key aspects of the role.
Director of Finance Partnering supporting strategic financial leadership for Geisinger Health. Involves forecasting, operational reviews, and financial compliance across Entities and Institutes.
Regional Director of Planning & Investments driving financial planning engagement and managing KPC financial planning practice priorities. Serving as a solutions consultant and liaison for advisors with client education.
Finance & Accounting Manager responsible for accounting for Rocket Partners Philippines and US. Managing month - end closes, regulatory compliance, and financial reporting.
Knowledge & Innovation Lawyer for Debt Finance at Goodwin. Collaborating with leaders to support legal content and know - how for U.S. practitioners.
Senior Finance Accountant at Erie Insurance responsible for analyzing and reporting complex financial activities. Acts as subject matter expert on statutory and GAAP accounting practices.
Responsible Administrative and Financial position supporting Pix's mission to improve digital skills for citizens. Oversee budgeting, team coordination, and administrative operations in a hybrid work environment.
Finance Team Lead in Malta driving accurate reporting and team development while supporting strategic growth. Overseeing day - to - day accounting operations and mentoring a team of accountants.