Business Intelligence Engineer

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY:

This role is positioned in the Analytics and Insights team that focuses on empowering internal team members and partners across the organization. BI Engineer on Analytics team is expected to lead the implementation of BI best practices, including streamlining existing reports, designing analytical architecture, and defining the right KPIs. The ideal candidate must be a self-starter, comfortable with ambiguity, creative, and passionate about driving the impact from the ground up in a fast-paced environment.

Responsibilities

• This role is positioned in the Analytics and Insights team that focuses on empowering internal team members and partners across the organization.
• BI Engineer on Analytics team is expected to lead the implementation of BI best practices, including streamlining existing reports, designing analytical architecture, and defining the right KPIs.
• Design, develop and manage tools to support ongoing business reporting.
• Coordinate with internal stakeholders and product owners to determine business data reporting and analysis requirements.
• Work with Data Engineering counterparts to develop data pipeline and metric definitions.
• Assist in business report generation to internal and external customers for business decision making.

Qualifications

• The ideal candidate must be a self-starter, comfortable with ambiguity, creative, and passionate about driving the impact from the ground up in a fast-paced environment
• 3+ years' progressive experience as a BI developer/Data Engineer/BI engineer
• Experience conducting large scale data analysis to support business decision making
• Demonstrated experience with ETL tools such as, SSIS , Azure Data Factory
• Demonstrated experience with BI tools such as Tableau, Power-BI, etc.
• Excellent understanding of DW design and dimensional data modeling
• Experience in project life cycle activities on BI development and maintenance projects
• Ability to handle multiple projects and prioritize tasks in a rapidly changing environment
• Experience with Agile methodology of project management
• Bachelor’s degree in Information Technology, Computer Science, Engineering, or related field required

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions 
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time asso