Business Intelligence Analyst

Department: Wealth

Reports to: Chief Operations Officer – Wealth

Status: Full-time, Exempt

Location: Overland Park, Kansas (onsite)

Elevate Your Career at CreativeOne!

Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend collaboration, innovation,

and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devoted

to empowering independent financial advisors with superior services.

We’re Building a Better Financial Future, Together

We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you’re

ready to be a part of a team that’s shaping the future of financial services, we’d love to hear from you.

Position Summary

The Business Intelligence Analyst is responsible for supporting the organization's business intelligence, data integration, reporting,

and analytics functions. This role serves as a key operational partner to the Director of Business Intelligence by managing recurring

reporting requirements, maintaining data pipelines and databases, supporting system integrations, and ensuring the reliability and

accessibility of enterprise data.

The ideal candidate possesses strong technical skills in SQL, Snowflake, Python scripting, and database management, along with a

customer-service mindset and the ability to work collaboratively across departments. The Business Intelligence Analyst will play a

critical role in transforming business requirements into practical reporting and data solutions while helping drive process automation

and operational efficiencies throughout the organization.

Ideal Candidate Profile

A hands-on BI professional who enjoys solving business problems through data, automation, and system integration. This individual

excels at supporting daily operational needs, maintaining data environments, and ensuring stakeholders have reliable access to the

information they need, allowing the Director of Business Intelligence to focus on strategic initiatives and enterprise data

architecture.

Reporting & Analytics

Support

• Develop, maintain, and enhance recurring operational, financial, and executive reports.
• Create dashboards and visualizations that provide actionable insights for business users.
• Respond to ad hoc reporting requests and data analysis needs.
• Ensure reporting accuracy through routine validation and quality assurance processes.
• Monitor key business metrics and proactively identify trends, anomalies, or data quality issues.

Data Integration & Management* Support the integration of data between custodians, TAMPs, and proprietary systems.

• Assist with the development and maintenance of ETL/ELT processes.
• Monitor and troubleshoot data pipelines to ensure timely and accurate data delivery.
• Document data flows, integration logic, and business rules.
• Work closely with business stakeholders to understand data requirements and support process improvement initiatives.

Automation & Development* Develop Python scripts and automation solutions that improve efficiency and reduce manual processes.

• Support API integrations and data exchange between internal and external systems.
• Participate in testing, deployment, and support of BI and data integration solutions.
• Troubleshoot technical issues and implement corrective actions.

Operational Support* Serve as the primary point of contact for day-to-day BI support requests.

• Manage recurring reporting schedules and data refresh processes.
• Support user training and adoption of BI tools and reporting solutions.
• Escalate strategic, high-complexity, or enterprise-level issues to the Director of Business Intelligence.

Required Qualifications

• Bachelor's degree in Information Systems, Computer Science, Data Analytics, Business, or related field.
• Experience working with Snowflake data platform.
• Strong SQL development and query optimization skills.
• Experience with Python scripting and automation.
• Understanding of database design, maintenance, and troubleshooting.
• Experience supporting ETL/ELT processes and data integrations.
• Strong analytical and problem-solving abilities.
• Excellent communication and organizational skills.

Preferred Qualifications* 3+ years of experience in business intelligence, reporting, data analytics, database administration, or data integration.

• Experience with Power BI, Tableau, or similar visualization platforms.
• Experience integrating financial systems.
• Familiarity with Azure, AWS, or cloud-based data platforms.
• Experience with APIs and data exchange technologies.
• Knowledge of data governance, master data management, and data quality best practices.
• Experience supporting users in a fast-paced operational environment.

Key Competencies Success Metrics

• Data Analysis & Reporting • Timely and accurate delivery of recurring
• Database Management reports and dashboards.
• Systems Integration • Reduced manual effort through automation and
• Process Automation process improvements.
• Attention to Detail • Reliable operation of data integrations and
• Customer Service Orientation pipelines.
• Problem Solving • High stakeholder satisfaction with BI support
• Collaboration and responsiveness.
• Time Management • Improved data quality and consistency across
• Continuous Improvement business systems.
• Effective execution of departmental priorities

and projects.

Demonstrate and Represent Our Core Values

• Provide Unreasonably Excellent Service
• Love What We Do
• Act with Integrity
• Collaborate Courageously
• Evolve with Purpose

About CreativeOne

CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their

businesses. We combine deep financial expertise with full-service creative and media capabilities, delivering tailored

marketing that drives measurable growth. With over 40 years of innovation behind us, we’re building the next generation of

advisor marketing—and we’re looking for top talent to help lead the way.

CreativeOne Wealth and CreativeOne Securities are owned subsidiaries of CreativeOne.

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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task

is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor.

All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any

type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity

or expression, or any other characteristic protected by federal, state or local laws.