Financial/Business Analyst, Senior

“I can succeed as a Senior Financial/Business Intelligence Analyst at Capital Group.”

As a Senior Financial/Business Intelligence Analyst, you will act as a key advocate for the benefits that data and analytics can drive throughout the organization. You’re comfortable working with data, collaborating with partners, conducting analyses, preparing/maintaining reports, pulling data from systems, and communicating insights. You will be responsible for leveraging a broad spectrum of sales, operations, industry, marketing, and other data to develop reporting and analysis to support distribution strategies and operations.

“I am the person Capital Group is looking for.”

• You will support more senior members of the team by pulling/analyzing data that will be used to solve strategic, tactical, structured, and unstructured business problems.

• You will design effective reports and visualizations to show distribution insights.

• You will perform analysis by integrating internal and external data sources and work closely with data providers and IT partners to design/structure the best market intelligence data to support North America Distribution. 

• You will partner with cross-functional teams to incorporate relevant information, such as qualitative data, that influences modeling and forecasting assumptions

• You will define, conduct research and analysis to create data-driven insights about distribution effectiveness and opportunities.

• You will be responsible for interpreting and communicating results to analytical and non-analytical business partners and senior leaders.

• You will lead and coordinate cross-functional initiatives, overseeing operational workflows to identify opportunities for centralization and process improvement.

• You will define and document operational processes and training materials to drive efficiency, scalability, and consistency across teams.

• You will establish and maintain a centralized resource environment, developing best practices and accessible documentation for ongoing team success.

• You will participate in special projects, applying analytical and project management expertise to deliver strategic solutions and support organizational goals.

Qualifications:

• B.S. in Statistics, Mathematics, Finance, Economics, Computer Science.

• You have 5+ years of experience in analytics role. 

• You have experience in MS Excel, Alteryx, SQL, BI tools such as Tableau and Power BI.

• You have experience building KPI’s and dashboards

• You have experience uncovering trends and distilling key insights into digestible formats

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.