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SoTalent

Business Analytics Consultant

Full Time · In Office · New York, New York (USA)

Posted Jul 12, 2026

  • 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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