Lead Data Analyst

San Antonio Financial is hiring for the Lead Data Analyst role to answer business questions with data and turn the answers into reports people actually use. Remote, open to candidates across the US. Clear written English is a must, as the team works across time zones.

What you'll do:

• Define metric logic with stakeholders and document it.
• Create forecasts and simple models in Excel or Google Sheets.
• Analyze trends, cohorts and funnel drop-off and summarize findings in plain language.
• Field ad hoc requests through a ticket queue and prioritize them with your manager.
• Build and maintain dashboards in Tableau, Power BI or Looker.
• Clean and reconcile data from CRM, ERP and spreadsheet sources.
• Track sales, inventory or service levels against targets and flag misses early.
• Automate recurring Excel reports with Power Query, Python or scheduled SQL.

Required qualifications:

• 7+ years of experience in a data or reporting analyst role.
• Able to juggle several requests and say when a deadline isn't realistic.
• Experience with at least one BI tool such as Tableau, Power BI or Looker.
• Habit of checking your own numbers before anyone else sees them.

Perks and benefits:

Salary range: $123,000 - $146,000 annually

• Health insurance.
• 401(k) with a 100% match up to 5%.
• 11 paid holidays.

About the company:

Founded in 2005 by an advisor who left a large brokerage to go independent. We know our clients well, often three generations of the same family. Most staff have been with the firm for more than eight years.

San Antonio Financial provides equal employment opportunities to all employees and applicants.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at San Antonio Financial LLC.