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Salary
$84k – $108k per year
Location
Remote
Seniority
Middle · 3+ years exp
Overview
Company
Impact
Profile match
eMoney Advisor is a financial technology company that provides wealth management and comprehensive financial planning software for financial advisors and institutions. Headquartered in Radnor, Pennsylvania, the company offers a platform featuring client portals, cash flow analysis, interactive goal tracking, and business analytics tools. Its technology helps financial professionals streamline business operations and deliver personalized financial guidance to millions of households nationwide.

The Business Intelligence Analyst plays a key role in supporting data-informed decisions across eMoney by transforming raw data into meaningful insights. This role goes beyond foundational analysis by independently managing analytics projects, developing dashboards, implementing business logic, and partnering closely with business units to solve complex problems. The Business Intelligence Analyst defines KPIs, contributes to data governance, and ensures data integrity across systems. This role translates business questions into analytical solutions and supports the advancement of eMoney’s enterprise data ecosystem.

Job Responsibilities

  • Own medium-complexity analytics projects from requirements gathering through delivery, working with stakeholders to define objectives and success metrics.
  • Analyze and interpret structured and unstructured data from multiple sources to uncover trends, patterns, and opportunities.
  • Design and develop reports and dashboards using BI tools (e.g., Power BI, Looker), aligning outputs with stakeholder needs and business goals.
  • Translate business logic into technical specifications and implement calculations, KPIs, and rules in analytics environments.
  • Conduct exploratory analysis and hypothesis testing to validate assumptions and guide business decisions.
  • Collaborate with data engineers and developers to ensure data flows, structures, and integrations meet analytical requirements.
  • Contribute to data governance efforts by creating, maintaining, and enforcing data definitions, metadata, and lineage documentation.
  • Apply data quality and validation techniques to improve trust in data across the organization.
  • Partner with operational and cross-functional teams to identify opportunities to optimize processes, improve client experience, and increase revenue.
  • Utilize basic data modeling techniques (e.g., star/snowflake schema) and assist in the development of data pipelines and ETL workflows.
  • Present findings to diverse audiences, using visual storytelling and plain-language explanations to drive alignment and action.

Requirements

  • Bachelor’s degree in a quantitative discipline - math, statistics, data and analytics preferred or equivalent experience
  • 3+ years’ experience in data science, statistical analysis, business intelligence or related consultative role

Skills

  • Proficient in SQL, with experience writing and optimizing complex queries in a business environment.
  • Working knowledge of data modeling concepts (e.g., star schema, snowflake, normalization).
  • Familiarity with data pipeline/ETL processes and collaboration with data engineering teams.
  • Hands-on experience with data visualization and reporting tools (e.g., Power BI, Looker, Tableau).
  • Exposure to Python or other scripting languages for analysis or automation is a plus.
  • Strong analytical thinking and problem-solving abilities, with attention to detail and data accuracy.
  • Ability to clearly communicate findings and translate technical insights into business recommendations for both technical and non-technical audiences.
  • Experience contributing to data governance, including data quality practices, definitions, and metadata maintenance.
  • Comfortable managing priorities and working independently within fast-paced, collaborative environments.
  • Strong attention to detail
  • Strong analytical and problem-solving skills to interpret data and draw meaningful conclusions.

The salary range for this position is $84,000 - $108,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.  

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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