Practice Operations & Data Analytics Analyst

Beacon Pointe Advisors LLC; Newport Beach (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Beacon Pointe Advisors is seeking a detail‑oriented Practice Management Analyst to support operational excellence across our California offices. The role focuses on data analysis, dashboards, and strategic support to enhance service delivery and scalability.

Responsibilities include analyzing local office operations, developing reports for leadership, conducting data audits, and guiding process improvements.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 2 years of professional experience in operations, data analysis, or a related role.
• Strong analytical, investigative, and critical thinking skills.
• Advanced proficiency in Microsoft Excel; experience with relational databases preferred.
• Excellent written and verbal communication skills, especially in technical writing.

Responsibilities

• Data Analysis: Collect and analyze operational data from local offices to identify trends, inefficiencies, and improvement opportunities.
• Process Improvement: Review current operational processes and recommend enhancements based on data insights.
• Performance Monitoring: Track KPIs and prepare monthly performance summaries for leadership.
• Resource Planning: Support forecasting for staffing and resource allocation; assist in migrations.
• Strategic Support: Contribute to scalable segmentation and service models; translate concepts into tactical results.

Skills

Data analysis

Process improvement

KPI tracking

Forecasting

Communication

Data visualization

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Microsoft Excel

SQL / relational databases

Job description

Beacon Pointe Advisors is seeking a detail‑oriented Practice Management Analyst to support operational excellence across our California offices. The role focuses on data analysis, dashboards, and strategic support to enhance service delivery and scalability.

Responsibilities include analyzing local office operations, developing reports for leadership, conducting data audits, and guiding process improvements.