Director of Data Analytics

Position Summary

The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business transforming client advisor operational and financial data into actionable insights that improve growth advisor productivity and business performance. This role will partner closely with advisory investment operations technology compliance and finance team members to build scalable reporting strengthen data governance and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking.

This position will be an integral contributor to the companys FP&A and data analytics.

This reports to the VP of FP&A and Data Analytics.

This role can be located in New York NY; New Hyde Park NY; St. Louis MO

Primary 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 firms 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

• Bachelors 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.
• 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.

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This position is an exempt position. The annualized base pay range for this role is expected to be between $160000-$200000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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 .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

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 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.

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 states 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.