Have an opportunity to help shape how a major Finance organization makes decisions — and grow your career while you do it. You will combine best-in-class business intelligence with applied artificial intelligence to deliver insights that reach senior leaders. You will help move the team beyond static dashboards toward natural-language, decision-ready experiences. This is a high-visibility, hands-on role for a technically strong contributor who wants to build durable solutions and develop their craft. It begins as an individual contributor position with room to take on increasing scope and technical ownership as the portfolio grows.

As a Data Visualization Sr Associate on the Finance Data & Insights team, you will help deliver executive-grade insights and artificial-intelligence-enabled experiences that help senior Finance leaders make faster, higher-confidence decisions. You will contribute across the full lifecycle of our visualization and conversational analytics products — from framing the problem and modeling the data to designing the experience, deploying it, and driving adoption. You will help build guided self-service and natural-language tools that let leaders explore performance drivers, scenarios, and risk-and-return trade-offs in plain language. You will partner closely with Finance, Product, Data Engineering, and platform teams to keep everything secure, compliant, and production-grade. Most importantly, you will help translate leadership questions into trusted data products and high-performing experiences. You will support the modernization of the team's analytics delivery, partnering across Finance, Product, Data Engineering, and platform teams to ensure solutions are secure, compliant, and production-grade. You will contribute hands-on to the technical translation from leadership questions into governed data products and performant experiences.

Job Responsibilities

• Support the analytics product portfolio for Finance, including backlog, prioritization, and value delivery.
• Design and deliver executive-grade dashboards and narratives in ThoughtSpot, Databricks, and Tableau, aligned to governed metrics and finance definitions.
• Build artificial-intelligence-enabled conversational analytics using Databricks Genie and ThoughtSpot Spotter, including interaction design, evaluation, and monitoring.
• Partner with Data Engineering to help ensure data quality, timeliness, lineage, and scalable architecture, validating semantic models and metric logic hands-on.
• Implement controls suited to a regulated environment, including access controls, privacy-by-design, and alignment to model, data, and operational risk expectations.
• Support adoption through enablement, training, documentation, and measurable usage tracking with clear leadership feedback loops.
• Contribute to senior Finance forums, helping frame insights, drivers, and recommended actions concisely.
• Follow technical and delivery standards and support analysts and visualization specialists through collaboration and review.

Required qualifications, capabilities, and skills:

• Experience delivering data solutions and analytics for Finance stakeholders.
• Demonstrated production delivery in Tableau and/or ThoughtSpot, including dashboard design and metric architecture.
• Hands-on experience with the Databricks platform, including contributing to technical design discussions on semantic modeling and performance.
• Advanced SQL skills and the ability to validate datasets and logic end-to-end.
• Demonstrated ability to translate business questions into analytical products, including requirements definition and acceptance criteria.
• Experience contributing to and maintaining a backlog based on stakeholder needs.
• Experience applying quality standards and collaborating with analysts.
• Demonstrated risk and control practices in a regulated environment, including data access governance and change management for reporting.

Preferred qualifications, capabilities, and skills:

• Experience building conversational analytics or natural-language query experiences, including quality evaluation and guardrails.
• Experience with Databricks Genie and/or ThoughtSpot Spotter to enable governed self-service.
• Proficiency with Alteryx for workflow automation and repeatable data preparation.
• Finance domain knowledge (profitability drivers, advisor metrics, client flows, assets under management, pricing/fees, and forecasting).
• Experience supporting analytics governance, such as metric-definition standards, release management, and adoption measurement.
• Familiarity with model risk management and artificial-intelligence governance in regulated environments.
• Exposure to team collaboration or peer mentoring.