Principal Data Analyst

A bit about us:

Sweetgum Wealth Management is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Everyone here is salaried. Nobody is paid on product sales. Dress is business casual, and suits come out for client meetings.

We are adding a Principal Data Analyst to our Revenue Operations team. The Revenue Operations team needs someone who can write SQL, build dashboards and explain what changed and why. We work hybrid out of Atlanta, usually three days in, two days remote.

Job duties:

• Present results to managers and answer follow-up questions
• Track sales, inventory or service levels against targets and flag misses early
• Write SQL queries against the data warehouse to pull and join data for analysis
• Define metric logic with stakeholders and document it
• Investigate data quality issues and work with data engineering to fix them at the source
• Build and maintain dashboards in Tableau, Power BI or Looker
• Create forecasts and simple models in Excel or Google Sheets
• Field ad hoc requests through a ticket queue and prioritize them with your manager

Minimum qualifications:

• 7+ years of experience in a data or reporting analyst role
• Advanced Excel: pivot tables, XLOOKUP, Power Query
• Basic statistics: averages vs. medians, distributions, significance
• Experience with at least one BI tool such as Tableau, Power BI or Looker
• Bachelor's degree in statistics, economics, business, math or a related field

Benefits:

Pay: $121,000 - $137,000 a year

• Three weeks of PTO to start
• Employee discount
• Health, dental and vision coverage starting on day one
• Paid holidays
• Life insurance
• Dental insurance

We are unable to sponsor visas for this position.

This position requires a background check.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sweetgum Wealth Management.