Associate Data & Reporting Analyst

GuideStone Financial Resources; United States; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible work schedules

Tuition reimbursement

Community outreach

Generous benefits package

Job summary

GuideStone Financial Resources, based in Dallas, TX, is seeking an entry‑level Reporting, Analytics & BI professional to support operational reporting, analytics, and BI initiatives. You will enhance Power BI dashboards, improving visibility into capacity, service levels, and performance metrics to drive decisions.

Learning and development are emphasized as you work on automation, data visualization, and cross‑functional projects; 0–2 years experience and a bachelor’s degree are preferred, with

Qualifications

• 0-2 years of experience in data analytics, reporting, BI, or related field.
• Bachelor's degree or equivalent work experience; preferred degree in Data Analytics or MIS.
• Limited travel (0-10%).
• Foundational knowledge of SQL and relational databases.
• Familiarity with BI and data visualization tools (Power BI, Tableau).
• Proficiency in Microsoft Excel, including pivot tables and lookups.
• Excellent accuracy, detail orientation and analytical skills.
• Ability to manage multiple assignments simultaneously.

Responsibilities

• Support operational reporting, analytics, and BI initiatives.
• Develop and maintain dashboards and reports to aid decision-making.
• Convert and improve existing GSA operations systems to Power BI and automate processes.

Skills

Data analytics

SQL

Power BI

Tableau

Excel

Communication

Education

Bachelor's degree or equivalent

Data Analytics or MIS preferred

Tools

Power BI

Tableau

Job description

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

What You’ll Do:

Reporting, Analytics & Business Intelligence: Provide support of GSA operational reporting, analytics, and business intelligence. Evaluate, improve and/or convert existing GSA Operations systems to Power BI and maintain them going forward. Improve visibility into capacity, service levels, efficiency, advisor satisfaction, and performance metrics. Develop and maintain dashboards, reports, and analytical tools that support GSA Operations decision-making. Support automation initiatives and strengthen data-driven decision making across the operations function.

Advisory Operations Support: Be cross-trained on other responsibilities within the GSA Operations team, including trading, portfolio operations, client onboarding, portfolio model maintenance/assignments, client reporting and billing. Support portfolio accounting and reconciliation of data across internal and external systems as needed Learning & Development: Pursue excellence by demonstrating continuous professional growth and developing proficiency in business intelligence tools and data visualization platforms. Support the utilization of financial technology, tools, and methodology utilized by GSFS/GSA, especially for reporting and analytics needs. Contribute to project teams representing the operational needs of GSFS/GSA as assigned. Foster teamwork through clear communication, contributing to shared goals, following practical guidelines, and incorporating regular feedback that builds technical and analytical skills. Learn and utilize relevant securities industry rules, issues, laws, and current events.

What You’ll Need:

• 0-2 years of experience in data analytics, reporting, business intelligence, or a related field; basic skill set and proficiency.
• Bachelor's Degree or equivalent work experience; preferred degree in Data Analytics, Management Information Systems, or equivalent.
• Limited travel (0-10% of time).
• Foundational knowledge of SQL and relational databases.
• Familiarity with business intelligence and data visualization tools (e.g., Power BI, Tableau, or similar platforms).
• Proficiency in Microsoft Office Suite, especially Excel, including pivot tables, look-up functions, data analysis techniques, and data manipulation.
• Exceptional accuracy and detail orientation.
• Strong analytical and problem-solving skills.
• Interest in wealth management operations.
• Basic understanding of data analysis techniques and reporting best practices.
• Excellent organizational and time management skills.
• Ability to manage multiple assignments/projects simultaneously.
• Effective written and oral communication skills.
• Must have complete confidentiality regarding GuideStone business matters.

Headquartered in Dallas, Texas, GuideStone is one of the historic boards of the Southern Baptist Convention (SBC). Since our beginning more than a century ago, we have answered the call to support and serve ministers and their families. Our vision is to help every servant of Christ finish well. Today, that same commitment continues and has expanded as we offer a full suite of retirement, insurance and investment solutions. We also stay true to the heart of our ministry through Mission:Dignity® — which provides retirement-aged SBC ministers, workers and their widows with financial assistance and dignity. Across every season, we help ministries and faith-aligned individuals steward their resources well so they can more freely answer their calling. GuideStone affirms the beliefs and statement of faith adopted by the SBC. These beliefs shape GuideStone’s mission and help serve as the foundation for its employment policies and procedures.

#LI-Hybrid #LI-HM1

What We Offer:

• Flexible work schedules
• Community outreach
• Generous benefits package
• Tuition reimbursement
• Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits