Strategic Analytics Partner, 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

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,