[Work From Home] Sr. Business Intelligence Analyst - Performance

Role Snapshot:

• Start Date: Immediate openings available
• Company: Workwarp
• Location: Remote
• Compensation: a competitive salary
• Position: Sr. Business Intelligence Analyst - Performance Analytics

  Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money   A family office for your family. We connect the dots of our clients financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary  which means we are committed to always working in the clients best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live  with no formal headquarters, and many flexible working arrangements  so we can assemble the best team. Job Summary This role reports up to Business Intelligence which is part of the Finance Team. Reporting to and working in close collaboration with the Vice President of Strategy & Analytics as part of the small, dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. The scope of the Business Intelligence team includes: Reporting and Data Visualization. We design and architect the front-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board. Strategic Analytics. We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and creating a framework for prioritizing which geographies are most attractive for additional M&A. Data Integration. We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive continuous reliability and automation enhancements in our reporting processes. Essential Job Functions The Senior Analyst, Management & Performance Analytics, will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement. The portfolio of projects is anticipated to initially include:  M&A Performance Analytics  Aggregating and tracking data indicating the performance of recent acquisitions, with a current pace of 15  20 acquisitions a year. Partnering with the Mercer COO overseeing M&A performance to deliver future reports, tools and solutions.  Wealth Advisor Performance  Providing an integrated suite of performance metrics and incentive compensation reporting to an Advisory organization of 300+ Wealth Advisors. Collaborating with executive leadership, including the VP of Compensation and Executive Managing Directors, as they analyze performance and create enhancements to metrics and incentive programs in the future. Key technologies today are Envestnet, Orion, Salesforce, Power BI, Python, SQL Server and Microsoft Office. Areas of responsibility include:  Be an advocate and instrument for growth by M&A across the firm by creating robust processes to track success of our acquisitions in key metrics; ensuring seamless integration with our overall AUM flows reporting system  Establish and maintain working relationships with staff of new offices joining Mercer as emissary from Business Intelligence team  Enhance and maintain core processes of collecting client and account data from recent acquisitions to deliver monthly metrics tracking growth and retention performance during their first year. This will ensure continuity of metrics from the date deals close through the time partner firms are fully integrated to core systems.  Work closely with team members responsible for AUM and revenue flows reporting process to create cohesive data collection, data management, and reporting that bridges core systems and recent M&A data  Partner with stakeholders to adapt existing metrics and conduct data analysis to drive insight around new business growth for recent acquisitions  Motivate and retain Wealth Advisors across the firm through best-in-class metrics and reporting that track performance and motivate out- Apply tot his job Apply To this Job