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Business Intelligence, Specialist
Charlotte, NC; Malvern, PA; Scottsdale, AZ
·
On-site
·
Full-time
·
2w ago
Benefits & Perks
•Flexible Hours
•Remote Work
•Flexible Hours
•Remote Work
Required Skills
Tableau
Data Analytics
Data Visualization
Stakeholder Management
Communication
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.
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.
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About Vanguard
Reviews
3.4
3 reviews
Work Life Balance
2.5
Compensation
3.2
Culture
2.8
Career
3.5
Management
3.0
45%
Recommend to a Friend
Pros
Competitive compensation package with bonuses
Good foundation for career development
Interesting programs aligned with education
Cons
Long commute requirements (2.5 hours)
Mandatory on-site presence multiple days
Pay below industry standards
Salary Ranges
1,532 data points
Junior/L3
Junior/L3 · Client Relationship Associate
529 reports
$60,018
total / year
Base
$55,076
Stock
-
Bonus
$4,942
$46,375
$78,763
Interview Experience
3 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
Recruiter/HR Phone Screen
3
Technical/Case Study Round
4
Final Round Interview
5
Offer
Common Questions
Behavioral/STAR
Technical Knowledge
Case Study
Past Experience
Culture Fit
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