Data & Reporting Analyst

Job Description

Job Description

Salary : $95,000 - $115,000 per year

About Waycrosse

Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including : facilitating legal services, tax, insurance, and investments. We are passionate about being a most trusted partner to our clients and we look to hire individuals who can deliver outstanding service with the utmost confidentiality. We are proud to foster an inclusive workplace culture. We strive to attract, develop, and retain top caliber talent through competitive rewards, while ensuring alignment with our values and the achievement of our mission.

General Overview

The Data & Reporting Analyst (DRA) is a key member of the technology / operations team. The DRA works with business and technology stakeholders to understand processes, data, and functional requirements to better leverage technology applications, improve efficiency and enhance reporting.

The DRA helps identify business needs, and the data and information required to design, develop, maintain, and deliver efficient and effective information, analysis, insight, and reporting for both internal and external constituents. The DRA manages and owns extract, load and transform (ELT) processes in and among systems to allow simple access to data. The DRA serves as a business partner to functional teams to understand their needs, analyze processes, and build more efficient and effective ways to enable our professionals to focus on analysis and insight for clients.

Key Responsibilities

• Support the Data and Reporting Manager to design, develop, maintain, and enhance visualizations, analyses, reports, dashboards, workflows, KPIs, and other tools to enable teams to monitor, manage, and audit processes.
• Serve as business partner to assigned functional teams to understand and define needs and develop solutions to improve efficiency and deliver high value analysis, insight, and reporting for internal and external constituents.
• Develop an in-depth understanding of Waycrosse practice areas and the supporting technologies to specify clear requirements, design solutions, and implement.
• Develop and maintain data governance frameworks, flowcharts, and procedures to ensure data integrity, frequency, and accuracy within and between key systems.
• Participate in complex projects which require technical acumen, expertise, and critical thinking - specifically in data management, connectivity and identify and help deliver improvements to processes with data driven decisions.
• Train and coach employees to leverage technology tools to optimize effectiveness and efficiency.
• Serve as a change management champion. Help groups to successfully adapt to changes through communication of benefits, listening, and supporting teams through changes processes.
• Serve as subject matter expert for assigned applications (i.e. PowerAutomate, Power BI, Clearwater PRISM, Summitas (Financial Dashboard), JD Edwards Reports Now, MS Copilot) to improve processes and efficiencies, train employees and support users.
• Create, implement, and maintain data connections, tools, workflows, and automation to create efficiencies.
• Extract, load, and transform data from various sources, such as databases, spreadsheets, and APIs.
• Create and maintain retrieval queries to extract and manipulate data.
• Serve as backup to the Data and Reporting Manager.

Qualifications

Working Conditions

The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.

Hybrid Work Environment

We operate a hybrid work environment. Employees are required to be in the office Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.

Benefits Overview

Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.