Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse financial data, create Tableau dashboards, and support strategic decision-making.
- Company: Morningstar is a global leader in investment insights, managing over $300 billion in assets.
- Benefits: Enjoy a hybrid work environment, flexible benefits, and tools for meaningful collaboration.
- Why this job: Join a dynamic team to shape the future of investing with impactful data-driven insights.
- Qualifications: Bachelor's degree in Finance or related field; experience in BI and proficiency in Tableau required.
- Other info: Opportunity to work remotely while collaborating in-person at least three days a week.
The predicted salary is between 43200 - 72000 £ per year.
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role: We are seeking a highly skilled Business Intelligence (BI) Analyst with a strong background in finance to join our dynamic team. The ideal candidate will possess deep expertise in financial analysis, reporting, data visualization, and documentation, with proficiency in using Tableau. This role is critical in guiding decisions through data-driven insights across the organization by providing actionable insights, comprehensive financial reporting, and well-documented data sources and definitions.
What You’ll Do
- Financial Data Review: Collect, review, and interpret data to support strategic decision-making. Perform in-depth financial modelling, forecasting, and variance analysis. Identify trends, risks, and opportunities within our datasets.
- Reporting & Visualization: Develop, maintain, and optimize Tableau dashboards to visualize complex financial data. Create and distribute regular financial reports and ad-hoc analyses to stakeholders. Translate business requirements into technical specifications for Tableau reporting.
- Data Management & Documentation: Ensure data accuracy and integrity by working closely with data engineering teams. Manage and maintain financial data within BI systems. Document data sources, definitions, and methodologies for key financial metrics and data points. Develop and maintain a data dictionary to ensure consistency and clarity across the organization. Design and implement data quality checks and validation procedures.
- Collaboration & Communication: Collaborate with sales, product, finance, and other departments to understand data needs and provide tailored solutions. Present insights and recommendations to senior management in a clear and concise manner. Support our teams during budgeting and forecasting processes by providing data-driven insights.
- Process Improvement: Identify opportunities to enhance BI processes and tools. Help develop and automate processes for reporting, analysis, and documentation to improve efficiency and accuracy. Stay updated on industry trends and best practices in BI, finance, and data visualization.
Who You Are
- Education: Bachelor’s degree in Finance, Economics, Business Administration, Data Science, or a related field. A Master’s degree or relevant certifications (e.g., CFA, CPA, Tableau, Salesforce) is a plus.
- Experience: Experience in business intelligence, financial analysis, or a related field. Proven experience with Tableau and other BI tools (e.g., Power BI, SQL). Strong understanding of financial concepts. Knowledge of investment information and databases is a big plus. Experience in documenting data sources and defining data points.
- Technical Skills: Strong understanding of Salesforce and reporting in Salesforce. Proficiency in Tableau for data visualization and reporting. Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling. Familiarity with SQL and data querying techniques. Experience in documenting and maintaining data dictionaries or similar documentation.
- Soft Skills: Excellent communication and presentation skills. Ability to work collaboratively in a cross-functional team environment. Self-motivated with a proactive approach to learning and improvement.
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Senior Sales Operations Analyst employer: Morningstar, Inc.
Contact Detail:
Morningstar, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Sales Operations Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in business intelligence and financial analysis. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge about the industry.
✨Tip Number 2
Make sure to brush up on your Tableau skills. Since this role requires proficiency in Tableau for data visualisation, consider creating a portfolio of dashboards that demonstrate your ability to translate complex data into clear insights. This can be a great talking point in interviews.
✨Tip Number 3
Network with professionals in the finance and BI sectors. Attend relevant webinars or local meetups to connect with others in the field. This can provide you with valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 4
Prepare to discuss your experience with data management and documentation. Be ready to share specific examples of how you've ensured data accuracy and integrity in past roles, as this is a key aspect of the Senior Sales Operations Analyst position.
We think you need these skills to ace Senior Sales Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business intelligence and financial analysis. Emphasise your proficiency with Tableau and any other BI tools you've used, as well as your understanding of financial concepts.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about the role and how your skills align with Morningstar's mission. Mention specific experiences that demonstrate your ability to provide data-driven insights and collaborate across teams.
Showcase Technical Skills: Clearly outline your technical skills, especially in Tableau, Salesforce, and Excel. Provide examples of how you've used these tools to create reports or dashboards that influenced decision-making.
Highlight Soft Skills: Don't forget to mention your soft skills, such as communication and teamwork. Give examples of how you've successfully collaborated with different departments to meet data needs or improve processes.
How to prepare for a job interview at Morningstar, Inc.
✨Showcase Your Financial Acumen
Make sure to highlight your experience in financial analysis and reporting. Be prepared to discuss specific examples of how you've used data to drive strategic decisions, as this role heavily relies on financial insights.
✨Demonstrate Tableau Proficiency
Since proficiency in Tableau is crucial for this position, be ready to talk about your experience with the tool. Consider bringing a portfolio of dashboards you've created or optimised, and be prepared to explain your design choices.
✨Communicate Clearly and Concisely
As you'll need to present insights to senior management, practice articulating complex data in a straightforward manner. Use examples from your past roles where you successfully communicated findings to non-technical stakeholders.
✨Emphasise Collaboration Skills
This role requires working closely with various departments. Share experiences that demonstrate your ability to collaborate effectively across teams, and how you’ve tailored solutions to meet diverse data needs.
