We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes.
Core Responsibilities:
- Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership.
- Create compelling executive dashboards using Tableau that are tailored for senior stakeholders.
- Lead efforts to consolidate and streamline existing dashboards across the division.
- Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy.
- Champion the use of data storytelling to influence strategic decisions and drive business outcomes.
- Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience.
- Ensure data accuracy, integrity, and consistency across BI tools and reporting environments.
- Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards.
- Assist in developing the visualization skills of other analysts on the team.
- Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value.
- Effectively communicate findings and recommendations to both technical and non-technical stakeholders.
- Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business.
Qualifications:
- 7+ years of experience in data analytics, with a strong background in the financial services industry.
- Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations.
- Exceptional communication, presentation, and stakeholder management skills, especially at the executive level.
- Familiarity with statistical analysis, Python/R, or machine learning concepts.
- Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field.
- Experience working with large and complex data sets.
- Familiarity with data governance and regulatory compliance standards.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Top Skills
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
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