Director, Data Analytics

Focus Financial Partners

New York (NY)

Hybrid

USD 160,000 - 210,000

Full time

11 days ago

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Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Focus Financial Partners is seeking a Director of Data Analytics to lead the FP& A and data analytics strategy for our wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth and productivity.

This role partners with advisory, investment, operations, technology, compliance, and finance teams to build scalable reporting, strengthen data governance, and advance a more data-driven organization; the position is hybrid in

Qualifications

Bachelor’s degree in data science, statistics, finance, computer science, or related quantitative field.
7–10 years of progressive data analytics experience in a large, complex environment.
Experience with data governance, reporting, and analytics in financial services.

Responsibilities

Lead dashboards, KPI reporting, ad hoc analysis, BI, and advanced analytics.
Collaborate across disciplines to improve data quality and define common definitions.
Deliver reporting on client trends, productivity, profitability, and retention metrics.
Navigate data warehouse and ERP integrations; support regulatory, risk, and audit needs.
Promote self-service analytics, data literacy, and evidence-based decisions.

Skills

SQL

Python/R

BI tools

Communication

Leadership

Financial services experience

Cloud data platforms

Workday ERP/Adaptive Planning

Predictive analytics / AI

Education

Bachelor’s degree in data science / related field

Tools

Tableau

Power BI

Snowflake / Databricks / Azure / Synapse

ERP & Planning tools

Job description

Job Description Summary

The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This role will partner closely with advisory, investment, operations, technology, compliance, and finance team members to build scalable reporting, strengthen data governance, and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking.

Job Description Summary

This position will be an integral contributor to the company’s FP&A and data analytics efforts and reports to the VP of FP&A and Data Analytics.

This position can be based out of the following locations on a hybrid basis; New York, New York or New Hyde Park, New York

Job Description

Primary Responsibilities:

Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.
Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.
Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.
Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.
Identify and implement opportunities to use predictive analytics and AI to improve process automation.
Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.
Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.

Qualifications

Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field
7 to 10 years of progressive experience in data analytics in a large and complex environment
Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)
Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences.
Demonstrated understanding and experience in financial services
Familiarity with cloud data platforms (Snowflake, Databricks, Azure, Synapse).
Familiarity with Workday ERP and Adaptive Planning
Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environment

This position is an exempt position. The annualized base pay range for this role is expected to be between $160,000 - $210,000 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 a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

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.

For California Applicants:

Information on your California privacy rights can be found here

For Indiana Applicants:

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.

For Maryland Applicants:

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.

For Massachusetts Applicants:

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.

For Montana Applicants:

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

For Rhode Island Applicants:

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.

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