Job Location: Oaks, PA
As an integral member of the Salesforce Data delivery team, the Business Intelligence (BI) and Reporting Data Analyst will be heavily involved in the design, development, implementation, and support of mission-critical reports and dashboards across the enterprise. You will work with marketers, data analysts, data engineers, and all levels of business unit end users to document reporting requirements and build reports and dashboards to meet business needs.
Position Description:
What you’ll do:
Participate in business analysis activities to gather required reporting and dashboard requirements.
Translate business requirements into specifications that will be used to implement the required reports and dashboards, created from potentially multiple data sources.
Work with business leaders, marketers, and data analysts to establish KPIs to measure the effectiveness of business decisions and day-to-day operations.
Structure data sets pulled from multiple sources to enrich master data and mine value-added information.
Use graphs, infographics and other methods to visualize data.
Participate with other specialists to convert various legacy reports to Salesforce, Tableau CRM, and Tableau solutions.
Ensure proper configuration management, version management, and change control are implemented.
Provide training and assistance to end users.
Design and implement technology best practices, guidelines and repeatable processes.
What you bring to the table:
Minimum 5 years of experience developing and implementing enterprise-scale reports and dashboards.
BA/BS degree in related field; or the equivalent in education and work experience.
Working with users in a requirements analysis role.
Experience with data warehouse implementations.
Knowledge of logical and physical data modeling concepts (relational and dimensional).
Proficiency with the Salesforce, Tableau CRM and Tableau reporting tool is desired but not mandatory.
Understanding of data integration issues (validation and cleaning), familiarity with complex data and structures
Requires strong analytical, conceptual and problem-solving abilities.
Attributes we value:
Excellent interpersonal (verbal and written) communication skills.
Ability to manage multiple priorities, and assess and adjust quickly to changing priorities.
Excellent attention to detail.
What you can expect from us:
We are a technology and asset management company delivering on our promise of building brave futures SM —for our clients, our communities, and ourselves. Whether you’re in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.
Without people, it’s just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfilment.
And inclusion isn’t just a buzz word for us—it’s at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It’s the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients’ most complex challenges.
Six core values are the foundation of SEI’s culture. Care for our clients, communities, investors, and each other drives our commitment to these values.
Courage: We think and act like owners, embracing risk to drive growth for our clients and company.
Integrity: We do what we say and act with transparency (because it’s the right thing to do).
Collaboration: We work with each other, our clients, partners, and communities to solve problems that matter.
Inclusion: We nurture an environment of respect and belonging where people are empowered to be themselves.
Connection: We build lasting relationships through which we learn, grow, and succeed.
We have Fun.
Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.
SEI is an Equal Opportunity Employer and so much more…
After 50 years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
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