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Business Intelligence, Specialist

Vanguard

Office

Malvern, PA, United States

Full Time

We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes.

 

Core Responsibilities:

  • Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership.
  • Create compelling executive dashboards using Tableau that are tailored for senior stakeholders.
  • Lead efforts to consolidate and streamline existing dashboards across the division.
  • Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy.
  • Champion the use of data storytelling to influence strategic decisions and drive business outcomes.
  • Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience.
  • Ensure data accuracy, integrity, and consistency across BI tools and reporting environments.
  • Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards.
  • Assist in developing the visualization skills of other analysts on the team.
  • Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value.
  • Effectively communicate findings and recommendations to both technical and non-technical stakeholders.
  • Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business.

 

 Qualifications:

  • 7+ years of experience in data analytics, with a strong background in the financial services industry.
  • Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations.
  • Exceptional communication, presentation, and stakeholder management skills, especially at the executive level.
  • Familiarity with statistical analysis, Python/R, or machine learning concepts.
  • Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field.
  • Experience working with large and complex data sets.
  • Familiarity with data governance and regulatory compliance standards.
  • Experience with cloud-based data platforms (e.g., Snowflake, AWS, Azure).

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Business Intelligence, Specialist

Office

Malvern, PA, United States

Full Time

July 16, 2025

company logo

Vanguard

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