
Level Experienced Position Type Full Time Education Level 4 Year Degree Salary Range $100,000.00 - $125,000.00 Salary Travel Percentage None Job Shift Day Job Category Business Management
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
· Bachelor's degree in business, Operations, Finance, or related field.
· Programming tools: Python, SQL, R
· Data/Analytics: Power BI, Salesforce, Tableau, Excel
· Strong analytical acumen helping to understand trends and key data points that will help leadership run the business
· Proven track record of successful program leadership in complex environments.
· Strong ability to design and execute business strategies and financial oversight.
· Excellent communication skills with experience in crafting executive content and managing internal and external messaging.
· Ability to collaborate effectively with cross-functional teams and drive organizational alignment.
· Demonstrated expertise in managing resources, developing performance standards, and leading business development initiatives.

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $40.5 billion in client assets under management (as of 9/30/25). 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.