Business Intelligence Analyst

Business Intelligence Analyst Savant - 3.5 Madison, WI Job Details Full-time $85,000 - $105,000 a year 1 day ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Gym membership Benefits from day one Bereavement leave Life insurance Qualifications Performance dashboard reports Dashboard development Wealth management Power BI Data visualization software proficiency Automation Data reporting Mid-level Improving operational efficiency Data governance SQL Requirements analysis Scope management Data validation Business requirements Data analytics tools AI Cross-functional collaboration Data warehousing projects 2 years Communication skills Banking Technical Proficiency Cross-functional communication Database software proficiency Full Job Description Position Summary This role is for a high-performing Business Intelligence professional who already knows wealth management and knows data —and wants to operate where the two truly meet. The Business Intelligence Analyst plays a critical role in transforming complex wealth management data into trusted, actionable insights used by leaders and teams across the firm. This is not a "dashboard-only" BI role. You'll sit close to the business, influence how data is structured upstream, and help shape how decisions are made across Advisory, Finance, Marketing, Sales, and beyond. If you're someone who never wants to be bored, thrives in a highly collaborative environment, and wants your work to directly impact the firm's operating model—this role was built for you. The Business Intelligence Analyst can expect to focus in the following areas: Designing, developing, and supporting Power BI dashboards, reports, and datasets used by Executive Leadership and cross‑functional teams Analyzing wealth management and financial services data to surface insights that support strategic, financial, and operational decisions Partnering closely with internal stakeholders, technology teams, and offshore analytics partners to deliver accurate, scalable analytics solutions Managing analytics work as projects—gathering requirements, defining scope, coordinating timelines, and ensuring outcomes meet business needs Conducting ad‑hoc analysis and clearly communicating findings to both technical and non‑technical audiences Validating data accuracy by auditing warehouse outputs against source systems Identifying opportunities to improve efficiency through automation, AI‑assisted analytics, and modern BI tooling Supporting data governance, documentation, and reporting standards as the BI function continues to mature A couple things to note about this position: Wealth management experience and BI/data analytics experience are both required —this intersection is critical to success in the role.

Position Location:

Rockford, IL; Madison, WI; or Chicago, IL (preference for proximity to Rockford/Madison). Workdays are rarely the same; the role offers broad exposure, continuous learning, and evolving challenges. You'll work in a highly collaborative, "writer's room" style environment—problems are brought to the table and solved together. The role may be scoped more senior for the right candidate, based on experience and impact The Business Intelligence Analyst position typically requires the following qualifications: 2+ years of professional experience in Business Intelligence, Data Analytics, or Analytics Engineering and 2+ years of professional experience in wealth management, investment management, financial services, banking, or a related financial industry. Strong hands-on experience with Power BI (dashboards, reports, semantic models). Experience working with enterprise data warehouses and structured analytics datasets. Proficiency in SQL and data validation across source systems and reporting layer. Demonstrated ability to support multiple stakeholders and departments simultaneously. Experience managing analytics work in a project-based environment. Strong communication skills with the ability to clearly explain data insights.

Preferred Qualifications:

Experience with Microsoft Fabric (Data Factory, Lakehouse, Warehousing) Experience working with offshore or remote analytics teams Familiarity with regulated or audit-sensitive environments Exposure to automation, AI-enabled analytics, or advanced BI workflows Experience supporting executive-level reporting and KPI dashboards Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere —"to be wise"—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision:

Transform personal and financial dreams into goals and goals into reality.

Our Mission:

To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values:

Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership The Perks:

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $85,000 - $105,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on

Day One:

Enjoy immediate access to a robust benefits package starting on your first day of employment.

Choice of Medical Plans:

Select from two medical plans tailored to fit your needs.

Health & Wellness Accounts:

Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

Flexible Dental Coverage:

Choose between two dental plan options for optimal oral health.

Vision Insurance:

Keep your eyes healthy with our vision insurance plan.

Company-Paid Life & AD&D Insurance:

Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

Company-Paid Disability Coverage:

Rest easy knowing you're covered with both short-term and long-term disability plans. 401(k) with

Company Match:

Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

Generous Paid Time Off:

Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.

Additional Leave and Time Off Benefits:

Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.

Dress Code:

Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.

Employee Recognition:

Enjoy monetary awards through our recognition program.

Team Incentive Plans:

Participate in our team incentive plan for additional earning opportunities.

Employee Assistance Program:

Access support through our Employee Assistance Program whenever you need it.

Exclusive Discounts:

Take advantage of various discount programs for additional savings.

Wellness Reimbursements :

Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

Additional Perks:

Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. Take your career to new heights, apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer.