Data Analyst Consultant (Customer Experience)

Responsibilities

• Collect feedback from business stakeholders to design the dashboard
• Translate business requirements into intuitive, meaningful, and actionable visualizations
• Apply data visualization best practices to communicate complex information clearly and effectively
• Develop calculations, filters, and interactive features that enable users to explore and interpret data
• Test functionality, identify and resolve issues
• Optimize dashboard functionality, usability, accessibility, and performance
• Collaborate with stakeholders to refine dashboard requirements and incorporate user feedback
• Identify, access, and retrieve relevant data from multiple internal and external sources
• Understand enterprise data structures, source systems, and data relationships
• Integrate information from disparate sources to create comprehensive and consistent datasets
• Evaluate data availability, reliability, completeness, and suitability for reporting and analysis
• Collaborate with business stakeholders and technical teams to identify data requirements and resolve data accessibility challenges
• Clean, standardize, and transform survey and unstructured data into structured, analysis-ready datasets
• Identify and resolve data inconsistencies, duplicates, missing values, and formatting issues
• Combine, aggregate, and organize datasets to support reporting and analytical requirements
• Develop and maintain repeatable data preparation and transformation processes
• Apply data modeling principles to ensure accuracy, consistency, and efficient reporting
• Document data transformation logic, business rules, and data definitions
• Analyze complex datasets to identify trends, patterns, relationships, and actionable insights
• Apply analytical and statistical techniques to identify anomalies, performance drivers, and opportunities for improvement
• Translate business questions into analytical approaches and measurable outcomes
• Communicate analytical findings and recommendations to technical and nontechnical stakeholders
• Develop and maintain processes to ensure dashboard data is updated accurately, consistently, and on schedule
• Monitor refresh schedules and reporting processes to ensure reliability and availability
• Troubleshoot data connectivity, processing, and refresh issues
• Maintain and enhance existing dashboards as business requirements, data sources, and reporting needs evolve
• Establish and execute data validation and reconciliation procedures to ensure reporting accuracy
• Identify, investigate, and resolve discrepancies between source data and dashboard outputs
• Apply established data governance, security, and access management standards
• Maintain consistent metric definitions, calculation methodologies, and reporting standards
• Document data sources, processing logic, dependencies, and quality controls
• Partner with data owners and stakeholders to address data quality concerns and improve confidence in reported information
• Partner with business stakeholders to understand reporting needs, operational processes, and strategic objectives
• Gather, document, and translate business requirements into technical and analytical specifications
• Recommend appropriate metrics, reporting structures, and visualizations based on business needs
• Present analytical insights and dashboard functionality to stakeholders with varying levels of technical expertise
• Manage enhancements, prioritize requests, and support continuous improvement of reporting capabilities
• Provide user guidance and support to encourage effective adoption of dashboards and analytical tools

Preferred

• A bonus will be a candidate that is familiar with customer feedback data ranging from surveys to call transcripts

Benefits

• Hybrid work arrangement: 3 days onsite in New York, NY.
• Financial services consulting and staffing for risk, compliance, and IT.
• New York, New York, USA
• http://www.sohosquaresolutions.com
• Distribution of Different Job Fields Receiving Sponsorship
• Represents job field similar to this job
• Management and Executive
• Engineering and Development
• Product Management
• Trends of Total Sponsorships
• *2026
• (2)
• 2025
• (1)
• 2024
• 2022
• (5)
• 2021
• 2020
• (3)
• Growth Stage
• Leadership Team
• Vijay Veerachandran
• Managing Partner
• Recent News
• LinkedIn
• Soho Square Solutions on LinkedIn: #hiring
• 2024-04-07
• Soho Square Backs Assured Data Protection With Growth Capital Investment

Qualifications

• The ideal candidate combines data visualization skills, data science skills, an understanding of storytelling with data, and clear communication skills
• They bring curiosity and diligence to address roadblocks and adapt to evolving technologies
• The role requires intellectual curiosity, strong business judgment, and the ability to work with speed and independence
• You must be comfortable working with large sets of data, both structured and unstructured, to build reports in a dashboard, with an understanding of how to use AI as a force multiplier
• The successful candidate will bring a data-driven approach to problem-solving, data storytelling skills, and a demonstrated ability to build a scalable dashboard program
• At least three years of professional experience in data visualization and data science, ideally within financial services or another complex, regulated industry
• Demonstrated ability to develop clear dashboards, supported by data pipelines
• Experience in Tableau, scripting languages such as R, Python, SQL
• Detail-oriented approach to development and testing of dashboards, and other data products
• Exceptional written and oral communication and executive storytelling skills, with demonstrated experience creating strategic presentations, executive briefings, and recommendations for senior leadership
• Strong business acumen and the ability to quickly understand complex business models, customer relationships, distribution channels, and operational dynamics
• Proficiency with AI-powered tools and technologies to accelerate research, synthesize complex information, identify actionable insights, and enhance efficiency, with a strong emphasis on critical evaluation and accuracy
• Strong proficiency in PowerPoint and Excel, including the ability to create polished, executive-ready presentations and interpret quantitative analyses
• Excellent stakeholder management, collaboration, and communication skills, with the ability to influence without direct authority
• Ability to work independently, manage ambiguity, prioritize competing requests, and deliver high-quality work at speed
• A bonus will be a candidate that is familiar with customer feedback data ranging from surveys to call transcripts
• At least three years of professional experience in data visualization and data science, ideally within financial services or another complex, regulated industry.

Required skills

• Data Pipelines, Data Science, Data Storytelling, Data Visualization, Financial Services, Microsoft Excel, PowerPoint, Python, Qualtrics, R, SQL, Stakeholder Management, Tableau

Experience

• 3+ years