Job Summary:
Focus Financial Partners is a leading financial services firm specializing in wealth management and business management services. The Director of Data Analytics will lead the FP&A and data analytics strategy, transforming data into actionable insights to improve growth and business performance.
Responsibilities:
• Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.
• Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.
• Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.
• Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.
• Identify and implement opportunities to use predictive analytics and AI to improve process automation.
• Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.
• Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.
Qualifications:
Required:
• Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field
• 7 to 10 years of progressive experience in data analytics in a large and complex environment
• Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)
• Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences
• Demonstrated understanding and experience in financial services
Preferred:
• Familiarity with cloud data platforms (Snowflake, Databricks, Azure, Synapse)
• Familiarity with Workday ERP and Adaptive Planning
• Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environment
Company:
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth. Founded in 2006, the company is headquartered in New York, USA, with a team of 5001-10000 employees. The company is currently Late Stage.