SoTalent
Business Analytics Consultant
Full Time · In Office · New York, New York (USA)
Posted Jul 12, 2026
Work Options
Job Type
Position Group
- Business Analytics Consultant
- Overview
- An opportunity is available for a Business Analytics Consultant to support product and distribution teams through data-driven insights and strategic reporting. This role focuses on sourcing and analysing business data, developing key performance metrics, creating reporting solutions, and partnering with stakeholders to support business decision-making.
- Key Responsibilities
- Collect, organise, analyse and distribute large volumes of business data with accuracy and attention to detail.
- Manage and maintain data from multiple sources while understanding relationships between key data elements.
- Perform data analysis using Business Intelligence tools including MicroStrategy, Alteryx, Tableau and Microsoft Office.
- Develop KPI reports, dashboards, presentations and reporting solutions for business stakeholders.
- Conduct ad hoc analysis relating to product performance, advisor recruiting and retention, compensation programmes and revenue KPIs.
- Present findings, trends and recommendations to management.
- Partner with team members to develop and enhance reporting and analytics capabilities.
- Identify opportunities to automate and improve reporting processes.
- Provide technical support to Business Intelligence platform users.
- Build strong relationships with internal stakeholders to support reporting and data requirements.
- Requirements
- Bachelor's degree.
- Minimum 5 years' experience in reporting, business analytics or a similar analytical role.
- At least 3 years' experience creating dashboards and visualisations using Business Intelligence tools such as Tableau, MicroStrategy or similar.
- Strong Microsoft Excel and PowerPoint skills.
- Excellent analytical, problem-solving and communication skills.
- Ability to manage multiple priorities and work with large datasets.
- Preferred Experience
- Degree in Finance, Mathematics, Statistics, Business Administration or a related discipline.
- 7+ years' experience in reporting or business analytics.
- Experience within insurance, wealth management, broker-dealer or financial services environments.
- Experience using SQL.
- Experience developing reports and analytics within Business Intelligence platforms.
- Strong stakeholder management and presentation skills.
- What's Offered
- Opportunity to work on strategic reporting and analytics initiatives.
- Collaborative, cross-functional working environment.
- Ongoing learning and professional development opportunities.
- Inclusive workplace culture with employee-led communities and networking opportunities.
- Meaningful work supporting business growth through data-driven decision making.
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Business Analytics Consultant
SoTalent
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