Senior Data Analyst

About us:

We know our clients well, often three generations of the same family. Founded in 2011 by an advisor who left a large brokerage to go independent. Founded in 2011, we now have 14 employees. Quarter-end is busy, and everyone helps with client review prep.

Rivera Wealth Partners is hiring a Senior Data Analyst for our Baltimore location. The operations team needs someone who can write SQL, build dashboards and explain what changed and why. We want an analyst who is comfortable pushing back when the numbers don't support the conclusion. The work is on site and cannot be done remotely.

What you'll be doing:

• Create forecasts and simple models in Excel or Google Sheets
• Build and maintain dashboards in Tableau, Power BI or Looker
• Present results to managers and answer follow-up questions
• Clean and reconcile data from CRM, ERP and spreadsheet sources
• Prepare weekly and monthly KPI reports for department leads
• Investigate data quality issues and work with data engineering to fix them at the source

Minimum qualifications:

• Experience with at least one BI tool such as Tableau, Power BI or Looker
• Clear written and verbal communication with non-technical stakeholders
• Strong SQL (joins, CTEs, aggregations, window functions)
• Bachelor's degree in statistics, economics, business, math or a related field
• Basic statistics: averages vs. medians, distributions, significance

Nice to have:

• Google Analytics 4 or Adobe Analytics
• Industry background in retail, healthcare or logistics

What you get:

Compensation: $111,000 - $126,000 a year

• Health, dental and vision coverage starting on day one
• 401(k) with 4% match
• Paid time off

We are unable to sponsor visas for this position.

Start: Flexible.

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