Position Summary
We are seeking an experienced Senior Data Analyst to join our Data & AI Team at Focus Financial Partners. In this role, you will take full ownership of executing on our most valuable, and at times most difficult, cross-cutting analytical needs, leading projects from inception through delivery and ongoing roadmap, going deep into our data domains, with particular depth in Employee and Corporate Finance data, and coordinating across organizational boundaries to deliver data solutions our business relies on.
Our work starts with the needs of the business. You will partner closely with business leaders and stakeholders, owning timelines, requirements, and accountability for delivery of new domains and data products, then partner with our Data Team and source system owners to drive the full data product development lifecycle to fruition: from raw data analysis, to curation into our unified data model, through oversight and delivery of business-facing data products.
This role will be hybrid with 3 days/week onsite in our St. Louis or Boston office.
Primary Responsibilities
Source System Onboarding & Discovery
- Lead upfront analysis of newly onboarded source systems and stay abreast of upstream changes in source that impact our data model and analytics. For this role specifically, there will be an early emphasis on Workday Finance and Human Capital data, which will have deep interconnectivity with our core data model.
- Partner closely with the data modeling team to determine how new sources of data layer into our unified model, informed by analysis and stakeholder discussions, determining the logic and relationships needed to fit business use cases. At times, this includes proposing your own model design and driving alignment with modelers, engineers, and stakeholders to accelerate the development cycle.
Curation & Source-to-Target Ownership
- Own translation of raw data into the Curated model, including source-to-target mapping, transformation and derivation logic, null handling, and edge cases.
- Author clear definitions, expectations, and known limitations for the data you curate; become the subject matter expert and go-to counterpart to stakeholders for the domains and data products you touch.
- Serve as the authoritative source of Sprint / Backlog priorities and sequencing, insofar as they relate to projects that you own, and facilitate handoff of analyst documentation to developers, ensuring well-documented, on-time delivery.
Project & Product Development
- Partner with business stakeholders and technical SMEs to understand their use cases, the data necessary to deliver said use cases, and quickly pivot into requirements, modeling, and development work.
- Prove out proposed solutions using code and data visualization before handoff for production build.
- Own ongoing enhancements and roadmap, with stakeholder buy in, for domains and projects that you own the delivery of to meet existing and evolving business needs.
Ongoing Analytics & Stakeholder Support
- Serve as a line of defense on live data, validating outputs and investigating anomalies so the business can trust what's being consumed.
- Field ad hoc stakeholder requests as they arise, from debugging unexpected results to one-off reporting needs.
- Stay across the details of stakeholder needs and anticipate priority, dependencies, and ‘how to’ of pending use cases.
- Bachelor's degree in Business Analytics, Economics, Computer Science, Information Systems, or a related field, or equivalent hands-on experience. Formal degree requirements are secondary to a demonstrated track record of operating at a high level in the data and analytics / product management space.
- 6-8+ years of experience in analytics, business intelligence, data analysis, or a related discipline, preferably in a Financial Services context. Wealth Management background is a plus.
- Advanced SQL proficiency.
- Experience with Power BI or a similar BI platform.
- Strong written and verbal communication skills, translating fluently between technical detail and business language.
- Demonstrated ability to partner with senior business stakeholders and develop trusted relationships.
- Experience gathering business requirements and logic, translating needs into technical solutions.
- Strong analytical thinking and problem-solving abilities and demonstrated ability break down uses cases into smaller components and prioritize execution sequencing with stakeholders in an agile manner.
- Comfortable operating in ambiguity, at times autonomously, on tight timelines without losing rigor.
- High personal agency and situational awareness, anticipates what's next and takes initiative to keep work moving forward.
- Familiarity with, or capacity to quickly adopt, AI-assisted tools to accelerate data work and improve analytical productivity.
This position is an exempt position. The annualized base pay range for this role is expected to be between $110,000-$130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's degree in Business Analytics, Economics, Computer Science, Information Systems, or related field, or equivalent experience
- 6-8+ years of experience in analytics, business intelligence, data analysis, or related discipline
- Advanced SQL proficiency
- Experience with Power BI or a similar BI platform
- Strong written and verbal communication skills, able to translate between technical detail and business language
- Demonstrated ability to partner with senior business stakeholders and develop trusted relationships
- Experience gathering business requirements and translating needs into technical solutions
- Strong analytical thinking and problem-solving, able to prioritize and sequence work in an agile manner
- Comfortable operating in ambiguity and autonomously on tight timelines
- Familiarity with, or capacity to quickly adopt, AI-assisted tools to accelerate data work
- Financial Services or Wealth Management background (preferred)
Focus Partners Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Partners Wealth and has not been reviewed or approved by Focus Partners Wealth.
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Leave & Time Off Breadth — Hybrid schedules and empowered or unlimited‑style PTO, plus paid holidays, sick time, bereavement, and military leave, are emphasized across postings. These time‑off options are positioned as meaningful parts of the overall package.
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Parental & Family Support — Paid parental leave is called out in company materials and third‑party listings. Family‑support policies are presented as a positive component of the employment offering.
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Healthcare Strength — A comprehensive suite including medical, dental, vision, life insurance, and EAP is cited in job and employer‑provided listings. Core health coverage is described as standard to strong for the industry.
Focus Partners Wealth Insights
What We Do
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
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