Business Analyst

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Job description

About AdviceOne:
AdviceOne is a growing advisory firm that offers financial planning and asset management for our clients nationwide. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion.

Currently, our entire team has been set up to work from home with full functionality. We are taking the necessary precautions and will be conducting our hiring process virtually. Once you are on-boarded, we will train on work that can be done remotely as the safety of our team members and clients is our first priority.

Ideal Candidate:
AdviceOne is a rapidly-growing firm and our ideal candidate isn't an average employee. We are seeking highly determined individuals with great attitudes who are dedicated to growing with us as a company. We are looking for candidates to "wow" us from the start; be bold, be candid, and be exceptional! If you are looking for just another job, this is not the company for you. Only apply to join our team if you've always been the most responsible employee at every job you've held. Our ideal candidate:

• Proactive, self-motivated creative problem solver with a strong desire to facilitate change
• Active listening with the ability to synthesize rapidly changing requirements and guard against scope creep
• Strong problem perception and relative prioritization
• Analytical, organized and results-driven with the ability to multitask effectively
• Exceptional attention to detail, high level of ownership, follow-through and accountability
• Excellent written and verbal communication skills
• Willingness to proactively hold others accountable to agreed-upon deadlines
• Ability to adapt to a rapidly changing business environment and impact change without deep content expertise
• Data curiosity
• Navigate organization to effectively mitigate impact of blockers on project timelines
• Financial services experience not required!

Responsibilities:

• Partnering with the business and development team to create clear, complete, accurate requirements at onset of projects
• Clearly drafting requirements and goals to implement controlled, scalable solutions
• Synthesize development into digestible updates for the business
• Acting as liaison between business units and technology solutions
• Developing and optimizing repeatable internal reporting
• Building a strong working knowledge of internal data architecture and processes
• Managing time-sensitive projects with an entrepreneurial, open-minded and collaborative approach
• Testing and implementation of new technologies

What else does AdviceOne have to offer?

• Competitive salary as well as revenue sharing bonus opportunities
• 401(k) plan with employer contribution
• Medical/Dental/Vision/Life insurance
• Short and long term disability
• Generous PTO policy
• Healthy work/life balance

Check-out our culture at CareersAtAdviceOne.com.

Currently we are not offering internships. NO PHONE CALLS PLEASE!

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Currently, our entire team has been set up to work from home with full functionality.

Education:

• Bachelor's (Preferred)

Work Location: One location