Senior Vice President, Data Analyst & BI

About the role

The successful candidate will combine deep technical knowledge of data systems with hands-on experience designing data workflows and onboarding solutions. This role bridges business requirements and technical implementation, enabling automation, improving client onboarding, and supporting complex data transformation needs across platforms, with a primary focus on scaling client onboarding and activation through standardized data and workflow frameworks.

Responsibilities

• Data Delivery Strategy & Product Ownership
• Lead product management of complex data delivery, reporting, and workflow enablement initiatives supporting both new and existing business.
• Collaborate with internal stakeholders and clients to define data delivery strategies aligned to business requirements and operational outcomes.
• Drive the design and rollout of scalable data solutions, dashboards, and client-facing reporting aligned with SLAs and regulatory expectations.
• Workflow Enablement & Process Automation
• Lead automation initiatives through hands-on configuration and governance of workflow solutions, ensuring adoption and scalability across teams.
• Translate business requirements into executable workflow logic, ensuring scalability, accuracy, and flexibility across use cases.
• Lead rapid prototyping and iterative delivery to validate and refine business solutions.
• Data Integration & Transformation
• Oversee data mapping and transformation across multiple systems and platforms, including accounting, billing, and client reporting ecosystems.
• Ensure integration strategies align with enterprise APIs, data lakes, and cloud-based platforms (AWS, Azure, GCP).
• Support client onboarding and vendor integrations by defining technical data flows and transformation logic.
• Drive solutions that integrate diverse client data sources (files, APIs, external providers) into standardized onboarding and servicing models.
• Governance, Quality & Controls
• Ensure adherence to data governance, lineage, and quality standards across delivery and workflow ecosystems.
• Embed auditability, control reporting, and exception handling within data workflows to support scalable, risk-aware processes.
• Platform Adoption & Continuous Improvement
• Promote adoption of workflow and data delivery platforms across teams, driving consistency and reuse.
• Partner with technology teams to enhance platform capabilities, incorporating feedback from business and operational users.
• Continuously expand expertise in emerging technologies including cloud data platforms and AI/GenAI capabilities.
• Stakeholder Collaboration & Communication
• Work closely with business SMEs, engineering teams, and client stakeholders to deliver solutions aligned to business objectives.
• Communicate complex technical concepts in a clear, business-friendly manner across all levels of the organization.

Requirements

• Bachelor’s degree or equivalent experience; advanced degree preferred.
• 10–12 plus years of experience in data delivery, integration, workflow automation, or client solutioning within financial services or technology.
• Strong experience delivering complex data transformation, reporting, or onboarding solutions across multiple systems or business units.
• Experience operating in roles that blend product ownership, business analysis, and data solution design strongly preferred.
• Proficiency with tools such as SQL, Python, ETL platforms, APIs, and modern data platforms (e.g., Snowflake, Databricks).
• Strong understanding of business process design, workflow configuration, and automation principles.
• Experience working with fund accounting, onboarding, billing, or financial data workflows preferred.
• Demonstrated ability to operate across business and technology domains, translating requirements into scalable solutions.

Qualifications

• Must have a Bachelor’s degree or equivalent experience.
• Must have 10-12 years of relevant experience.
• Must have experience in data delivery, integration, workflow automation, or client solutioning within financial services or technology.
• Must have experience delivering complex data transformation, reporting, or onboarding solutions across multiple systems or business units.
• Must have experience operating in roles that blend product ownership, business analysis, and data solution design.
• Must have proficiency with tools such as SQL, Python, ETL platforms, APIs, and modern data platforms.
• Must have strong understanding of business process design, workflow configuration, and automation principles.
• Must have experience working with fund accounting, onboarding, billing, or financial data workflows.
• Must have demonstrated ability to operate across business and technology domains, translating requirements into scalable solutions.

Skills

• SQL
• Python
• ETL platforms
• APIs
• Modern data platforms (e.g., Snowflake, Databricks)
• Business process design
• Workflow configuration
• Automation principles
• Fund accounting
• Onboarding
• Billing
• Financial data workflows
• Emerging technologies (cloud data platforms, AI/GenAI)

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Pay

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Details of the schedule will be provided if an employee receives an offer of employment.