Key Facts

Remote From:

Full time

English

Hard Skills

Financial Analysis ADP Payroll Analytical Dashboard Data-Driven Decision Making Data Integration Business Analysis Scenario Analysis Business Process Automation Data Visualization Business Modeling Cost Management KPI Management Business Process Business Intelligence Tools Management Reporting Stakeholder Communications

Other Skills

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Budgeting
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Communication
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Adaptability
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Multitasking
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Teamwork
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Analytical Thinking
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Detail Oriented
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Problem Solving

Roles & Responsibilities

Experience analyzing financial data from multiple sources to identify trends and KPIs
Proficiency in building budgeting, forecasting, and scenario analysis models
Strong skills in developing financial forecasts and long-term planning
Ability to design, automate, and deliver data-driven reports and dashboards for senior management

Requirements:

Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs)
Build and maintain business models for budgeting, forecasting, and scenario analysis
Develop financial forecasts and projections to support strategic and long-term planning
Design and develop comprehensive reports and dashboards to stakeholders and senior management

EP Wealth Advisors

Financial Services

About EP Wealth Advisors

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $22.9 billion in client assets under management (as of 3/31/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

Company type: SME

Industry: Financial Services

Founded: 2018

Company size: 201 - 500

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Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Associate, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform business decisions. You will also develop a deep understanding of our analytical tools and the automation of business processes and decision-making. You will need to leverage diverse problem-solving strategies and balance multiple simultaneous efforts in a dynamic environment. You will be expected to delve into business problems and analyze opportunities for growth. You will meet the analytical needs of the business and deliver actionable plans for improving our business. The associate works closely under the guidance of leadership, learning key business processes, and contributing to the delivery of business objectives through analytical and operational support.

Duties and Responsibilities

Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs)
Build and maintain business models for budgeting, forecasting, and scenario analysis
Develop financial forecasts and projections to support strategic and long-term planning
Track and analyze the company's financial performance and cost management.
Provide data-driven recommendations and business insights to management to help guide decisions and improve financial performance.
Design and develop comprehensive reports and dashboards to stakeholders and senior management
Automate and enhance repeatable tasks using programming and analytics tools
Owns the business analysis that helps to run the business