Baird

Compensation

Full Description

About the Role: In this senior-level role, you will serve as a subject matter expert and strategic partner, leading complex data and reporting initiatives that influence key business decisions. You’ll drive automation, process optimization, and advanced analytics solutions while mentoring team members and collaborating with leadership to shape reporting strategies. This position offers the opportunity to lead impactful projects, champion innovation, and contribute to operational excellence and superior client service. This position offers flexibility with 3 days per week in our Milwaukee, WI office and 2 days remote. The Impact You’ll Make: Design and execute automation strategies to streamline reporting processes and reduce manual effort. Develop and maintain advanced dashboards and visualizations for executive decision-making. Oversee and manage delivery of recurring reports (monthly, quarterly, annual) for internal stakeholders and regulatory requirements. Lead complex ad hoc analysis and advanced modeling to support strategic business initiatives. Ensure data integrity across multiple systems and implement robust governance practices. Partner with senior leadership to define analytics priorities and deliver actionable insights. Standardize and optimize reporting frameworks for scalability and efficiency. Stay ahead of emerging technologies and lead adoption of innovative analytics solutions. Represent the analytics function in cross-functional projects and strategic planning sessions. What You’ll Bring to Baird: Bachelor’s degree in Data Analytics, Data Science, Business, Computer Science, or related fields or equivalent combination of education and experience. Minimum 5 years of experience in data analytics, reporting, or a related role, with demonstrated leadership in complex projects. Advanced proficiency in Microsoft Excel and data visualization tools (Power BI, Tableau) required. Advanced experience with relational databases and query tools (SQL required; experience with automation tools preferred). Key Skills/Qualifications: Expert-level understanding of data management principles and reporting best practices. Strong analytical and problem-solving skills with expertise in managing large, complex datasets. Excellent communication skills for presenting insights to senior leadership and diverse audiences. Proven ability to lead projects, influence stakeholders, and drive strategic outcomes. Strong organizational skills and commitment to accuracy, innovation, and continuous improvement. Possess a natural curiosity in understanding how data and technology can be used to solve business problems Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.