Job responsibilities
Drive and execute strategic priorities, projects, and initiatives for Product Controllers by translating business objectives into measurable analytics outcomes
Partner with Finance and Technology stakeholders to gather requirements, define scope, and deliver analytics solutions that improve transparency, controls, and decision-making
Automate new and existing reporting and control processes using data transformation and orchestration tools (for example, Alteryx) to reduce manual effort and operational risk
Design, build, maintain, and optimize Alteryx workflows, including implementing standards for performance, reusability, documentation, and auditability
Deploy and manage Alteryx workflows on Alteryx Server, including scheduling, monitoring, access controls, and incident triage and escalation
Develop, enhance, publish, and maintain Tableau dashboards and visual analytics products, including managing refresh schedules, permissions, and user enablement
Perform data mining, extraction, and transformation using SQL and Python to support ad hoc analysis, recurring reporting, and scalable data products
Leverage Snowflake and Databricks to source, curate, and model datasets, including implementing efficient queries and data structures for downstream analytics consumption
Evolve the data analytics framework by identifying new datasets, enabling new users, and promoting best practices for adoption and reuse
Identify, assess, and mitigate risks, bottlenecks, and inefficiencies across the analytics and product delivery lifecycle, proposing and implementing sustainable fixes
Apply governance discipline and manage delivery execution using Jira, including intake tracking, KPI definition and monitoring, backlog management, user stories, sprint planning, release tracking, and transparent status and risk communication
Required qualifications, capabilities, and skills
3 to 5 years of experience in program management leading strategic or transformational change, preferably with experience in wealth management, asset management, digital banking, or a closely related business
Bachelor’s degree and relevant work experience required
Strong communication skills with ability to translate between business needs and technical implementation
Strong data governance mindset: documentation, controls, reproducibility, lineage awareness, and attention to data quality and operational risk
Hands-on experience in data transformation tools, such as Alteryx
Experience in data visualization tools, such as Tableau
Advanced SQL skills for querying, profiling, and transforming data, including the ability to optimize queries for performance and scalability
Proficiency in Python for data analysis and automation
Familiarity with artificial intelligence and machine learning concepts and practical applications (for example, predictive analytics, anomaly detection, classification, and natural language processing), including the ability to evaluate use-case fit and implement basic prototypes responsibly
Strong understanding of different technological development methodologies (for example, Agile and Waterfall) and design techniques, with ability to successfully lead regardless of approach
Experience in agile project management tools such as Jira
