Business Analyst - Service & Operations

Focus Financial Partners; Needham (MA); Hybrid; USD 100,000 - 120,000; Full time

Job summary

Focus Financial Partners is seeking a Business Analyst in Needham, MA to partner with the Service & Operations leadership. You will translate initiatives into executable analyses, build reports and dashboards, and support executive decision-making.

The role emphasizes data-driven insights, AI-enabled tooling, and scalable process improvements across the S&O operating model. The ideal candidate has 5+ years in business analysis for large projects, experience with Snowflake, PowerBI, Salesforce,

Qualifications

• Experience with large, complex projects and cross-functional collaboration.

Responsibilities

• Analyze large operational datasets to identify trends, inefficiencies and capacity constraints.
• Create and maintain dashboards and KPI tracking across systems.
• Develop analytical tools and AI-enabled solutions to improve efficiency and decision-making.
• Define reporting requirements and develop analytics and reporting capabilities for S&O priorities.
• Support executive presentations and communications with leadership.

Skills

Data analysis

Executive communication

Cross-functional collaboration

Problem solving

Learning agility

Tools

Snowflake

PowerBI

Salesforce

Orion

Addepar

Job description

Position Summary

As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support. Serving as an extension of the leadership team, this role leverages data, analytics, AI-enabled tools, and business analysis to improve operational performance, inform strategic decisions, and support the evolution of the Service & Operations operating model. The Business Analyst acts as a strategic business partner, translating initiatives into actionable analysis, business requirements, practical solutions, and executive communications.

Key Responsibilities

Analysis & Reporting

• Analyze large operational datasets to identify trends, inefficiencies, capacity constraints, and opportunities to improve capacity planning, workflows, and processes.
• Create and maintain key metrics, and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple enterprise systems, and present meaningful insights that support leadership decision-making.
• Develop and operationalize analytical tools, workflow enhancements, automation opportunities, and AI-enabled solutions that improve operational efficiency, scalability, and decision-making.
• Partner with Technology, Data, and business leaders to define reporting requirements and develop dashboards, analytics, and reporting capabilities that support Service & Operations priorities, using enterprise data platforms, including Snowflake and other analytics tools.
• Support operational modeling, segmentation analysis, workforce planning, and gearing ratio development to inform Service & Operations strategy.

Executive Support & Communications

• Partner with S&O leadership to prepare executive presentations, communications, business cases, recommendations, and operational documentation.
• Organize and synthesize information from multiple sources into clear summaries, recommendations, and executive-ready materials that support leadership decision-making.
• Prepare materials and summaries for leadership or business partner meetings, operating reviews, strategic discussions, and departmental status updates.

Business Process & Requirements

• Document and maintain business processes, workflows, SOPs, business requirements, and other operational documentation that support consistent execution across Service & Operations.
• Translate analytical findings into business recommendations and business needs into clear requirements for Technology and enterprise partners.
• Maintain appropriate documentation, data governance, and process controls consistent with organizational and regulatory standards.

Business Operations Support

• Support S&O strategic initiatives through research, data analysis, business case development, implementation planning, and executive follow-up.
• Track action items, decisions, and deliverables for leadership priorities.
• Partner across functional teams to support implementation of S&O initiatives and special projects.

Required Qualifications

• 5+ years of experience in business analysis work involving large, complex projects and building/fostering relationships with cross‑functional teams and leaders. Experience in financial services preferred.
• Experience analyzing large datasets using enterprise reporting or cloud data platforms (Snowflake preferred).
• Fluent in multiple technology systems with ability to quickly learn new ones.
• Experience with Snowflake, PowerBI, Salesforce, Orion, Addepar preferred.
• Strong analytical and problem‑solving skills with the ability to interpret operational data, synthesize information from multiple sources, and translate findings into clear business recommendations, reporting, documentation, and executive presentations.
• Excellent written communication and technical writing skills, including experience preparing executive‑level PowerPoint presentations and clearly communicating complex analyses and recommendations to multiple stakeholders.
• Advanced Excel skills including Power Query, PivotTables, data modeling, or similar analytical techniques.
• Experience documenting business processes, requirements, procedures, or workflows.
• Experience leveraging AI and productivity tools to improve the quality, speed, and consistency of analysis, communications, documentation, and deliverables.
• Experience building and maintaining executive dashboards, KPI reporting, and performance metrics.
• Intellectual curiosity with the ability to quickly learn new business processes and systems, ask thoughtful questions, manage competing priorities, and operate independently in a dynamic environment.
• Experience supporting operational, process improvement, or technology‑related initiatives in wealth management preferred.

Work Environment

• This role will be based in a hybrid setting with 3 days/week onsite in Needham, MA. Occasional travel may be required for stakeholder meetings and project delivery.

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000–$120,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Information on your California privacy rights can be found here.

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.