Project & Data Analytics Specialist

Description:

If you're ready for a role where your ability to untangle data, systems, and workflows actually moves the business forward, keep reading! Project & Data Analytics Specialist The Project & Data Analytics Specialist applies strong knowledge of business processes, internal systems, and technology to develop solutions that support organizational objectives. This role collaborates with stakeholders to translate business requirements into data-enabled solutions, reporting, and insights that drive business improvements.

What You'll Do Data Strategy:

Provide potential approaches and solutions to data related requests, assess feasibility, estimate effort, identify data requirements, draft project plans and make recommendations.

Data Analysis:

Collect, clean, and analyze large datasets to identify trends, patterns, and anomalies.

Data Reporting and Visualization:

Develop and maintain interactive dashboards and reports to present data in a clear and actionable manner. Ensure reports are accurate, intuitive, and aligned with business requirements

Business Intelligence Solutions:

Design and implement solutions for internal requests by leveraging knowledge of business processes and software to support operational and strategic decision making. Apply strong knowledge of internal systems and processes to identify opportunities and implement efficiency improvements. Create, maintain, and optimize Salesforce workflows to streamline processes, and enhance system useability.

Stakeholder Engagement:

Collaborate with business users to understand their data needs and provide tailored solutions. Provide guidance, training, and documentation to ensure effective adoption of business solutions.

Data Governance:

Ensure the accuracy, completeness, and reliability of data used for analysis and reporting. Support data quality initiatives and maintain consistent data standards

Machine Learning:

Apply machine learning algorithms to develop predictive models and enhance data analysis capabilities.

Requirements:

Preferred Qualifications Education:

Bachelor's degree in Finance, Business Analytics or related field.

Technical Proficiency:

Experience with data querying, experience with business intelligence tools (e.g. Power BI), data warehousing, data modeling, and data mining

Critical Thinking:

Excellent analytical and problem-solving skills.

Collaboration:

Strong communication and interpersonal skills.

Additional Experience:

Microsoft Fabric, Salesforce knowledge a plus, in addition to background in the Financial Services industry Annex Wealth Management - Know the Difference Join Our Growing Team in Our New Headquarters in Brookfield (gym included)! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud six-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX. Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Medical, Dental, and Vision Insurance Life & Disability Insurance Paid Time Off (PTO) 401(k)

Retirement Plan:

Build your future with our 401(k) plan and employer contribution

Company Events:

We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development Summer hours We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity:

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.