Director, Data Analytics & FP&A Strategy (Hybrid)

LE0099 Focus Operating, LLC; New York (NY); Hybrid; USD 160,000 - 210,000; Full time

Job summary

Focus is seeking a Director of Data Analytics to lead FP&A and analytics strategy within wealth management. The role partners with advisory, operations, technology, compliance and finance to build scalable reporting, governance, and data-driven decision-making across the organization.

The position reports to the VP of FP&A and Data Analytics and can be based in New York or New Hyde Park on a hybrid basis. 7–10 years of analytics leadership in financial services are preferred.

Qualifications

• Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field.
• 7–10 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.

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 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, data quality, and privacy to support regulatory, risk, and audit requirements.

Skills

SQL

Python/R

Tableau

Power BI

Leadership

Data governance

Data analytics

Communication

Financial services

Data modeling

Education

Bachelor’s degree in data science, statistics, finance, computer science, or related field

Tools

Snowflake

Databricks

Azure

Synapse

Workday ERP

Adaptive Planning

Job description

Focus is seeking a Director of Data Analytics to lead FP&A and analytics strategy within wealth management. The role partners with advisory, operations, technology, compliance and finance to build scalable reporting, governance, and data-driven decision-making across the organization.

The position reports to the VP of FP&A and Data Analytics and can be based in New York or New Hyde Park on a hybrid basis. 7–10 years of analytics leadership in financial services are preferred.