Business Intelligence Consultant

MFS Investment Management; Boston (MA); Hybrid; USD 88,000 - 126,000; Full time

Job summary

MFS Investment Management in Boston is seeking a seasoned Sales Analytics Analyst to join the Global Distribution team. You will oversee daily sales reporting and financial analysis across global client channels, and develop dashboards in SCRUM sprints to improve operational efficiency.

Collaborate with Strategists, Management and IT, lead ad hoc analyses, and present insights to Management. Requires 5–6+ years' experience, knowledge of Salesforce, Tableau and Snowflake, and strong SQL and

Qualifications

• 5-6+ years related experience.
• Knowledge of Salesforce, Tableau & Snowflake.
• Advanced understanding of SQL and/or other query languages.
• Detail-oriented with ability to work under pressure, multitask, and meet deadlines.
• Ability to develop creative solutions and translate them to meet business needs with visualizations.
• Strong computer skills, spreadsheet usage and database management.

Responsibilities

• Oversees the daily sales reporting and financial analysis functions for global MFS.
• Works in SCRUM team to develop dashboards and reports using BI and CRM tools.
• Collaborates with Strategists, Management and Technology to evaluate distribution strategies.
• Leads ad hoc in-depth sales and marketing analyses.
• Liaises with GIT teams to stay current with technology changes and data structures.
• Studies industry trends and presents findings to Management.
• Represents GDS and Distribution Sales Reporting within Global Distribution.
• Supports Management and other teams on sales activity and trend requests.

Skills

SQL proficiency

Tableau knowledge

Salesforce knowledge

Data visualization

Spreadsheet proficiency

Written and verbal communication

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Tableau

Snowflake

Job description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

Using discretion and judgment, this global position works with all departments in MFS and all channels within the Distribution division. Involved in the collection, reporting and analysis of sales related data across the firm’s global client channels in an on-going effort to increase insights and improve operational efficiency and effectiveness.

What You Will Do

• Oversees the daily sales reporting and financial analysis functions for global MFS.
• Working within SCRUM team, develop new and enhance existing dashboards and reports using standardized business intelligence and CRM tools.
• Works closely with Strategists, Management and Technology team to assist in evaluating distribution strategies and tactics
• Initiates, oversees, and leads ad hoc in-depth sales and marketing analysis projects. Draws upon knowledge of MFS distribution structure and strategies, the competitive landscape, and technology to develop pertinent and timely analyses towards but not limited to business planning.
• Serves as a liaison with the GIT teams to stay current with accessed technology system enhancements, workflow changes, and data structure changes. Uses this understanding of the technology system to identify data incongruities and their possible causes as well to execute sales reporting projects in the most effective and efficient manner possible.
• Proactively studies and analyzes industry trends using internal and external data and presents findings to Management.
• Represents GDS division and Distribution Sales Reporting project teams within Global Distribution.
• Serves as the key resource for Management and other department members for global sales activity and sales trend requests and issues.
• Works closely with team members to help develop their knowledge and skillset on sales tools.
• Perform additional duties as required.

What We Are Looking For

• Bachelor’s degree or equivalent.
• 5-6+ years related experience.
• Knowledge of the current technology systems including Salesforce, Tableau & Snowflake
• Advanced understanding of SQL and/or other query languages.
• Detailed-oriented with the ability to work well under pressure, manage multiple tasks, and meet deadlines.
• Ability to develop creative solutions and translate them to meet business needs and provide actionable insights with visualizations.
• Exceptional computer skills, focusing on spreadsheet usage and analysis, as well as database management and maintenance skills.
• Strong written and verbal communication skills.

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

Base Salary Range: $88,000.00 - $126,000.00 This position is eligible for competitive incentive bonus.

Education

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [e-mail] for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.