Sequoia Financial Group in Akron, OH offers comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning and family wealth services. We offer a way for individuals and business owners to take control of their financial future.

We are seeking a Business Intelligence Analyst to produce financial and market intelligence by querying data repositories and generating periodic reports. This position will devise methods for identifying data patterns and trends to best assist the growth of the company. Individuals will apply advanced theoretical knowledge of subject matter principles and concepts, as well as experience with business intelligence tools, to perform the duties of the position. 

Job responsibilities and duties include:

• Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders. 

• Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection & management for all users. Ensure that the proper data points are collected for any corresponding reporting requirements. 

• Provide technical support for existing reports, dashboards, or other tools. 
• Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Implement new features as appropriate. 
• Participate in technology department projects pertaining to data including reporting, integration, or migration of data. 
• Assist in the design of automation to create efficiencies in data collection & management for all users.  
• Ensure that the proper data points are collected for any corresponding reporting requirements. 

THIS POSITION HAS NO DIRECT REPORTS.

Minimum requirements: 

Master’s degree in Business Administration, Information Technology, Management, Computer Science or Engineering, Computer Information Systems, or any related Business or IT field of study, plus at least one (1) year of experience in the job offered or in any related position(s) in which the required experience was gained.

Position also requires certification in Salesforce.

Qualified applicants must also have demonstratable proficiency, skill, experience, or knowledge with the 

following: 

• Demonstrated experience working with medium to large data sets. 
• Technology Support and issue resolution utilizing two or more of the following: Salesforce, ServiceNow, Microsoft Excel, Microsoft BI, Microsoft Dynamics 365, Zoho CRM, Tamarac, or Quip 

• Technical proficiency with Microsoft Excel demonstrated by an ability to utilize two or more of the following: VLOOKUP, Index Match, Macros, Pivot Tables, Data manipulation, Data extraction, Sumif or Countif.  

Domestic travel required 5% of the time. Work from home (WFH) benefit available; must be able to come into the office as needed.   

Additional Information:

• Job Site: 3500 Embassy Parkway, Ste. 100 Akron, OH 44333
• Send resumes to: orgdev@sequoia-financial.com
• No calls or emails. EOE.
• Must be legally authorized to work in the United States without sponsorship. 

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