{"id":1970941,"url":"https://alion.io/job/allworth-financial-operational-reporting-manager","title":"Operational Reporting Manager","company":{"id":2230497,"name":"Allworth Financial","domain":"allworthfinancial.com","url":"https://alion.io/company/allworthfinancial","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"part_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":144000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4723},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-10-06T16:43:10Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-21T00:54:20Z","board_verified":true,"closed_at":null,"days_open":14,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":14},"description":"About Allworth Financial\nAllworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.\nFounded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.\nAllworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.\nSUMMARY:\nThe Operational Reporting Manager strengthens Allworth's operational reporting and insight capability, partnering with senior leaders to turn data into clearer, more actionable views of the business. This role focuses heavily on operational reporting, including areas such as marketing funnel performance and new business pipeline, building the reporting and analysis that helps leaders understand what's happening and why.\nThe role also supports business partnering across a range of operational areas, working with senior stakeholders to identify reporting gaps, prioritize new development, and deliver ongoing insight. This includes periodic exposure to leadership- and ELT-level discussions on operational results. The role is expected to grow into a people-manager position as the team's reporting and partnering scope expands.\nThis is a full-time Exempt location. Ideal candidate will be able to work hybrid work schedule in our Addison office.\nKey Responsibilities\nOperational Reporting\nBuild and continuously improve operational reporting that gives leadership a clear, accurate view of the business - with particular focus on funnel performance and new business pipeline.\nIdentify trends, anomalies, and drivers within operational data, and package findings into insight leadership can act on, not just raw metrics.\nMaintain a strong working knowledge of the underlying business processes behind the numbers to ensure reporting reflects how the business actually operates.\nBusiness Partnering\nPartner with senior leaders across a range of operational areas - potentially including marketing, sales, practice management, and financial services - to understand their reporting and insight needs.\nTranslate open business questions into reporting requirements and prioritize development accordingly.\nRepresent the analytics function in ongoing conversations with business stakeholders, with the specific mix of relationships expected to evolve over time.\nLeadership Reporting & Collaboration\nPrepare and deliver leadership-facing reporting, including periodic involvement in ELT-level discussions on operational results.\nHelp identify data issues or open questions that need to be addressed before results are shared with senior leadership.\nPlatform Utilization\nWork as a power user of the existing star-schema data model, ThoughtSpot, and the Analytics Hub to self-serve reporting and analysis.\nRoute requests that require new liveboards, data model changes, or platform development to the appropriate A&I engineering owner rather than building independently.\nTeam Leadership (Future State)\nInitially an individual contributor role; expected to build and lead a small team as reporting and business-partnering scope grows.\nPartner with the VP, Analytics & Insights on the timing and shape of that team as scope is proven out.\nQualifications\nRequired\n7+ years of experience in data, analytics, or reporting roles, including direct business partnering with senior stakeholders.\nExperience working within financial services, wealth management, or a related finance function.\nStrong track record of translating business questions into reporting requirements and clear, decision-ready insight.\nStrong written and verbal communication skills, with experience presenting analysis to senior leadership.\nDemonstrated ability to manage multiple stakeholder relationships across different business functions concurrently.\nPreferred\nExperience with Tableau, ThoughtSpot, and/or Power BI.\nExperience with marketing funnel or sales pipeline reporting specifically.\nPrior experience building or leading a small analytics or reporting team, or clear readiness to grow into that responsibility.\nBENEFITS\nWe value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\nMedical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\nDental insurance with MetLife\nVision insurance with VSP\nOptional supplemental benefits\nHealthcare savings accounts with company contribution\nFlexible spending accounts\nFlexible working arrangements\nGenerous 401K contributions \nExempt associates qualify for our flexible paid time off policy\nNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\n11 Paid Holidays\nOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\nFuture growth opportunities within the company\nIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\nBenefits are available to full-time associates who work more than 30 hours a week.\nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\nAllworth Financial participates in E-Verify. Click here for more information.\nCalifornia residents, click here for our privacy policy.","description_format":"text","description_chars":6404,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Equity","Flexible schedule","Growth opportunities","Hybrid work","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-06T19:17:10Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.815,"p_room":0.9,"age_days":13,"expected_fill_days":35,"reasons":["conf:1","win:mid"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/allworth-financial-operational-reporting-manager","json_url":"https://alion.io/job/allworth-financial-operational-reporting-manager.json","meta":{"generated_at":"2026-10-21T01:53:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2852,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2230497},"rest":"https://alion.io/mcp/rest/get_company?id=2230497"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fallworth-financial-operational-reporting-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fallworth-financial-operational-reporting-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fallworth-financial-operational-reporting-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/allworth-financial-operational-reporting-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fallworth-financial-operational-reporting-manager"}]}