About the Role
Our client is a premier business and executive coaching and consulting firm that works exclusively with financial professionals. They are seeking a Sr. Business Analyst to join their Dallas headquarters. The team is guided by core values such as Respect, Forward-Thinking, Exploration, Honor Loyalty, Attentiveness, Service, and Grit. You will be part of a company dedicated to supporting financial advisors and their teams, helping them build lasting legacies by investing in human capital.
What We’re Looking For
Our client is looking for an analytical, curious, and detail-oriented Sr. Business Analyst to support the execution of their valuation services. In this role, you will lead key projects that develop insights for marketing, sales, and strategic decision-making while partnering with leadership to drive impactful business initiatives.
Responsibilities
As a Sr. Business Analyst, you will:
- Manage and maintain various data sources, ensuring accuracy and completeness
- Determine data needs and implement effective data collection routines
- Conduct comprehensive analysis of business processes, systems, and data to identify areas for improvement
- Collaborate with clients to gather insights that inform business strategies
- Perform data analysis to support decision-making and offer insights into business performance metrics
- Stay updated on industry trends, best practices, and regulatory changes in the wealth management space
- Prepare clear, data-driven reports and presentations for stakeholders
Requirements
- Bachelor’s degree in finance, accounting, or a related field
- Strong analytical and problem-solving skills with a keen eye for detail
- Proven quantitative abilities and experience conducting complex analysis
- Advanced Excel modeling skills (final candidates will be asked to demonstrate these skills)
- Self-starter with the ability to independently manage projects and solve problems creatively
- Strong ability to evaluate and analyze data, form independent judgments, and provide actionable insights
- Experience working with ambiguity and managing complex, sometimes contradictory information
- Excellent communication, presentation, and interpersonal skills, with the ability to convey data insights clearly
- Highly organized with the ability to manage multiple projects and deadlines
- Team player with a positive attitude and strong work ethic, adaptable to a fast-paced and evolving environment
- Attention to detail and a commitment to producing high-quality, accurate work
- Highly preferred: Certified Valuation Analyst or Financial Modeling & Valuation Analyst (FMVA); if not, one of these credentials will be required once starting in the role
What We Offer
- Base salary at $70,000 - $105,000 (dependent on experience and credentials) with potential bonus plan
- Comprehensive Medical, Dental, and Vision Insurance
- Paid parking and gym membership in their Irving, TX office building
- 401(k) plan
- Paid Time Off (PTO) and paid holidays
- Opportunities for continued learning and professional certifications
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
