Business Operations & Intelligence Lead (data analytics)

Lean Structure & High Visibility

Data professional with a deep understanding of the Financial Advisory/FA ecosystem

Fast-Paced Growth

about the company

My client is looking for a dynamic

Business Operations & Intelligence Lead (data analytics)

to bridge the gap between technical data management and strategic business operations.

about the job

Direct the final phases of system intelligence initiatives, taking full ownership of UAT and the successful deployment of new digital platforms.

Architect and implement automated workflows to replace manual data entry, shifting the department toward a more automated, system-driven decision-making model.

Act as the primary liaison for external technology partners, ensuring all technical deliverables align with the firm's strategic objectives, budget, and launch timelines.

Transform raw datasets into high-impact visual dashboards that track critical metrics like advisory force leads and complex commission structures.

Translate technical data trends into clear, executive-level narratives and actionable recommendations to help the advisory force maximize their production potential.

Assist with high-level business support, financial modeling, and the drafting of SOPs and proposal papers.

Oversee the integrity and ensuring all reporting and system logic adheres strictly to industry regulatory standards.

Provide specialized support for IT-related inquiries and administrative projects as required to maintain lean operational efficiency.

skills and experience required

We are seeking a candidate who understands the unique landscape of a

Financial Advisory (FA) distributor , which differs significantly from traditional insurers.

Highly proficient in data visualization tools and advanced Excel. Proven track record of data migration and data transformation.

Whats and offer

The permanent opportunity for a

Business Operations & Intelligence Lead (data analytics) , will pay a salary range of

$ 8,000 - $ 8,500

plus benefits. This opportunity offers hybrid working arrangement.

To apply online please use the 'apply' function, alternatively you can reach me at

https://www.linkedin.com/in/Oliviatoh-032330132/. (EA: 94C3609 / R22109942)

Desired Skills and Experience

Financial Advisory/FA ecosystem, System intelligence, data cleaning, Data Analytics & Sales Operations, Systems Architecture & Business Analytics, Process Automation, data visualization, powerBI, Excel