Job Description Summary
The Senior Data & BI Analyst is a key contributor to the Enterprise Analytics Center of Excellence (COE), responsible for promoting and supporting self-service analytics across the firm using tools such as ThoughtSpot and Tableau. This role requires a strong technical foundation in data analytics and BI tools, combined with strategic consulting skills to guide users in developing scalable, high-quality analytics. The ideal candidate has a passion for data, an understanding of financial services, and the ability to collaborate across teams to enable data-driven decision-making.Job Description
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Responsibilities:
Contribute to the buildout and ongoing evolution of the Enterprise Analytics COE, shaping best practices and governance standards.
Act as a subject matter expert (SME) in enterprise lakehouse data, guiding end users in identifying and leveraging key data sources.
Work closely with business users to understand their analytics needs, providing consultation on BI tool selection and data strategies.
Lead training sessions for ThoughtSpot (and Tableau) users to enhance adoption and proficiency in self-service analytics.
Perform hands-on data analysis against enterprise lakehouse data to uncover insights and demonstrate tool capabilities.
Develop reusable analytics templates, dashboards, and frameworks that drive consistency and efficiency across the organization.
Preferred Qualifications:
Hands-on experience with ThoughtSpot BI Platform.
Financial services experience and understanding of financial data structures.
Familiarity with cloud-based BI platforms (AWS, Azure, etc.).
Knowledge of Natural Language Processing (NLP), AI-driven data aggregation, and automated reporting technologies.
Required Qualifications:
Experience working as a Technical Data Analyst, BI Analyst, or Business Analyst in an enterprise environment.
Strong SQL skills and experience handling large datasets.
Proficiency in data warehousing concepts, ETL processes, and BI reporting tools such as Tableau, Power BI, Qlik, ThoughtSpot.
Excellent analytical and problem-solving skills with the ability to collaborate across cross-functional teams.
Strong stakeholder management abilities, with the ability to effectively communicate technical insights to non-technical audiences.
Support initial dashboard and analytics development efforts, assisting teams with prototyping and best practices implementation.
Stay up to date on emerging BI trends, ThoughtSpot and Tableau advancements, and AI-driven analytics approaches to drive innovation.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)Work Experience
General Experience - 3 to 6 yearsCertifications
Travel
Less than 25%Workstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
