Data Analyst II

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

The position

Our team is growing and we are hiring a Data Analyst II. The Analytics team needs someone who can write SQL, build dashboards and explain what changed and why. Remote within the US. The team meets in Sacramento once a quarter, travel covered. Most of our work is async, and meetings are kept short.

Key responsibilities

• Investigate data quality issues and work with data engineering to fix them at the source.
• Support A/B test readouts with basic statistical checks.
• Analyze trends, cohorts and funnel drop-off and summarize findings in plain language.
• Present results to managers and answer follow-up questions.
• Prepare weekly and monthly KPI reports for department leads.
• Build and maintain dashboards in Tableau, Power BI or Looker.
• Clean and reconcile data from CRM, ERP and spreadsheet sources.

Minimum qualifications

• 2-4 years of experience in a data or reporting analyst role.
• Clear written and verbal communication with non-technical stakeholders.
• Able to juggle several requests and say when a deadline isn't realistic.
• Habit of checking your own numbers before anyone else sees them.
• Experience with at least one BI tool such as Tableau, Power BI or Looker.
• Strong SQL (joins, CTEs, aggregations, window functions)
• Bachelor's degree in statistics, economics, business, math or a related field.

The salary range for this role is $84,000 to $102,000 annually. This range reflects base salary only.

Why work with us

• Health, dental and vision coverage starting on day one.
• 401(k) with a 100% match up to 5%.
• Paid holidays.
• Cell phone reimbursement.
• Short- and long-term disability.

Sacramento Investment Partners is an Equal Opportunity Employer, including disability and protected veteran status.

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..