Business Management Analyst
Job Purpose
This position serves as a key liaison between business stakeholders and technical teams, supporting a financial advisor-based distribution model serving credit union members nationwide. This role is responsible for translating business needs into data, reporting, and analytics solutions that enhance advisor effectiveness, support sales performance, and improve operational outcomes.
Job Responsibilities
- Data, Reporting & Analytics
- Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
- Provide business context to support the development of dashboards, metrics, and analytics solutions
- Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
- Analyze data to support sales performance, forecasting, and growth initiatives
- Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues
- Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability
- Business Analysis & Stakeholder Engagement
- Gather, document, and prioritize business and technical requirements across multiple stakeholders
- Translate business needs into clear, actionable technical specifications
- Deliver ad hoc analyses and develop repeatable reporting solutions where applicable
- Build and maintain strong relationships with business leaders and technical partners
- Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities
- Sales & Operational Support
- Provide reporting and analytical insights to support sales team performance and growth objectives
- Interpret and apply business rules to ensure data integrity and consistency
- Support execution and understanding of operational processes, including programs such as the LPL charge process
- Contribute to cross-functional projects supporting sales and operational initiatives
- Contract & Process Coordination
- Manage the intake and tracking of contract requests
- Support the Business Manager in contract review and redlining processes
- Cook up and maintain communication and workflow between sales teams and legal partners
- Issue Resolution & Continuous Improvement
- Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams
- Partner with external partners and shared services teams to identify root causes and implement solutions
- Identify recurring issues and recommend process or system improvements
- Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience
Job Requirements
- Bachelor’s degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
- 5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
- Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
- Demonstrated ability to translate business requirements into technical solutions and vice versa
- Strong analytical skills with experience interpreting data and validating reporting outputs
- Proven ability to build effective relationships with both business and technical teams
- Able to manage multiple priorities and drive initiatives from concept through implementation
Preferred Knowledge
- Financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
- Experience working within a shared services or matrixed environment
- Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)
Additional Information
This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications. Additional responsibilities may be assigned based on business needs. If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range $83,100.00 - $124,700.00
Benefits
In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.
Flexibility
We believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few.
Accommodation Request
If you need application or interview process accommodations, please contact the accessibility department.