Key challenges you will work on every day:
- Design and develop dynamic, user-friendly dashboards using business intelligence tools (e.g., Power BI, Tableau, Looker).
- Assist management by conducting comprehensive analysis of data.
- Write SQL queries to transform and extract data from AWS database.
- Visualize data to create informative dashboards.
- Conduct complex data analysis techniques.
- Collaborate with cross-functional teams to understand business requirements and translate them into data-driven insights.
- Collect, clean, and prepare data from various sources for dashboard creation.
- Create automated reports and dashboards that monitor key performance indicators (KPIs) across different departments (marketing, sales, operations, etc.).
- Provide ongoing support for dashboard users and ensure dashboards are up-to-date with the latest data.
- Analyze data trends and provide insights to drive strategic business decisions.
- Continuously improve the design and functionality of dashboards based on feedback from users.
- Ensure data accuracy, integrity, and consistency in all visualizations and reports.
- Assist in data extraction, manipulation, and aggregation to support ad-hoc analytical needs.
Required Skills and Qualifications:
- Bachelor’s degree in Data Science, Statistics, Computer Science, Business, or a related field.
- At least 4 years of experience as a Data Analyst, Business Intelligence Analyst, or similar role.
- Proficiency in SQL and experience with data wrangling and manipulation, writing queries.
- Experience with B2B IT product company.
- Strong experience with data visualization tools.
- Strong understanding of data modeling concepts and creating data pipelines.
- Experience with Excel (advanced formulas, pivot tables, charts) is a must.
- Ability to translate complex data into actionable insights for non-technical stakeholders and B2B clients.
- Excellent communication and collaboration skills.
- Detail-oriented with strong problem-solving abilities.
- Strong English and Hungarian communication skills.
Preferred Qualifications:
- Familiarity with cloud data platforms (AWS, Google Cloud, Azure).
- Experience with programming languages such as Python or R for data analysis.
- Knowledge of statistical analysis and machine learning models for predictive analytics.
- Experience with data integration tools and ETL processes.
Top Skills
What We Do
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more.
With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.
Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.








