Vanguard · 6 hours ago
Data Analyst, Specialist
Vanguard is committed to the long-term financial wellbeing of its clients. They are seeking a Data Analyst, Specialist to manage operational reporting, design interactive dashboards, and provide actionable insights through data storytelling and visualization techniques.
FinanceFinancial Services
Responsibilities
Own and manage business-as-usual (BAU) operational reporting, including Operations Index, Client SLA, and vendor/service provider SLA dashboards
Develop and support Service Reimagination dashboards to enhance operational transparency and performance monitoring
Support Friction Reduction dashboards and related analytics to improve participant/client experience and reduce repeat contacts
Partner with Data Engineering teams to automate workforce management (WMS) reporting and build scalable, reusable data products that enable self-service analytics
Design highly polished, executive-ready dashboards with exceptional visual appeal, intuitive navigation, and compelling data storytelling for senior leadership
Lead projects independently: Gather requirements, design dashboards and scripts, and deliver end-to-end analytical solutions with minimal oversight
Translate business needs into actionable insights: Apply strong data storytelling and visualization techniques to influence decision-making and drive measurable outcomes
Mentor and collaborate: Actively engage with peers and junior analysts, share best practices, and contribute to broader analytics communities and knowledge-sharing forums
Demonstrate strong business acumen and stakeholder management while driving reporting modernization and continuous improvement initiatives
Qualification
Required
Advanced Tableau Expertise
Ability to design interactive dashboards, automate reporting, and modernize legacy reports (e.g., transition from Excel, Cognos, or other BI tools to Tableau for contact center performance and SLA reporting)
Strong SQL Proficiency
Skilled in writing complex queries, optimizing performance, and integrating data from multiple sources, including enterprise data lakes and cloud-based platforms (e.g., AWS environments)
Python for Automation and Analytics
Experience using Python for data transformation, automation, and advanced analytics, including predictive modeling and integration with visualization tools (e.g., leveraging TabPy with Tableau)
Own and manage business-as-usual (BAU) operational reporting, including Operations Index, Client SLA, and vendor/service provider SLA dashboards
Develop and support Service Reimagination dashboards to enhance operational transparency and performance monitoring
Support Friction Reduction dashboards and related analytics to improve participant/client experience and reduce repeat contacts
Partner with Data Engineering teams to automate workforce management (WMS) reporting and build scalable, reusable data products that enable self-service analytics
Design highly polished, executive-ready dashboards with exceptional visual appeal, intuitive navigation, and compelling data storytelling for senior leadership
Lead projects independently: Gather requirements, design dashboards and scripts, and deliver end-to-end analytical solutions with minimal oversight
Translate business needs into actionable insights: Apply strong data storytelling and visualization techniques to influence decision-making and drive measurable outcomes
Mentor and collaborate: Actively engage with peers and junior analysts, share best practices, and contribute to broader analytics communities and knowledge-sharing forums
Demonstrate strong business acumen and stakeholder management while driving reporting modernization and continuous improvement initiatives
Minimum of five years related work experience
Undergraduate degree or equivalent combination of training and experience
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Recent News
2026-01-20
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2025-03-15
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