What will you do in this role? 



· Prepare factsheets for all data-sources used by Finance to support solution architecture inquiries 

· Collaborate with Finance team members on defining datapoints while following data stewards’ practices 

· Collaborate on Product Profitability dashboard mockups to be further developed by BIS data team 

· Implement Altryx queries for Advisor Compensation to replace current Microsoft Excel and Access processes 

· Work with the Finance systems to research various issues 

· Gather knowledge regarding the roles and responsibilities of Finance department 

· Develop an understanding of how Finance helps business units with strategy and overall goals 

· The position(s) is in Fort Worth, Texas, with an expectation to be in the office Tuesday – Thursday every week 

What skills & qualifications do you need? 

Education 

· Pursuing undergraduate with computer science or data analytics degree. 

· Minimum GPA of 3.0 



Required Knowledge, Skills and Abilities 

· Proficiency with Microsoft Office tools (Word, PowerPoint, Outlook) 

· Advanced proficiency with Microsoft Excel (comfortable with VLOOKUP function, Pivot Tables and Power Query) 

· Strong verbal and written communications skills 

Additionally, knowledge of/experience in Altryx, PowerBI, Microsoft Access and SQL Databases would be viewed as a positive