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Business Intelligence, Specialist

AT Vanguard
Vanguard

Business Intelligence, Specialist

Scottsdale, AZ

We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes.

Core Responsibilities:

  • Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership.
  • Create compelling executive dashboards using Tableau that are tailored for senior stakeholders.
  • Lead efforts to consolidate and streamline existing dashboards across the division.
  • Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy.
  • Champion the use of data storytelling to influence strategic decisions and drive business outcomes.
  • Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience.
  • Ensure data accuracy, integrity, and consistency across BI tools and reporting environments.
  • Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards.
  • Assist in developing the visualization skills of other analysts on the team.
  • Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value.
  • Effectively communicate findings and recommendations to both technical and non-technical stakeholders.
  • Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business.

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Qualifications:

  • 7+ years of experience in data analytics, with a strong background in the financial services industry.
  • Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations.
  • Exceptional communication, presentation, and stakeholder management skills, especially at the executive level.
  • Familiarity with statistical analysis, Python/R, or machine learning concepts.
  • Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field.
  • Experience working with large and complex data sets.
  • Familiarity with data governance and regulatory compliance standards.
  • Experience with cloud-based data platforms (e.g., Snowflake, AWS, Azure).

Special Factors

Sponsorship
Vanguard is offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Scottsdale, AZ, USA; Charlotte, NC, USA; Malvern, PA 19355, USA
Job ID: Vanguard-168775
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

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