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Bartholomew & Co.

Business Solutions Analyst

Worcester, MA, United States

Apply on bartandco.bamboohr.com About employer

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Job details

Experience: Approximately 1–3 years of relevant experience in business analysis, data analysis, business intelligence, financial services operations, or a related area.
Posting language: English
Posted: Sep 3, 2026

Original job description

Summary

This full-time, exempt, in-person position is based in Worcester, Massachusetts and serves as an internal resource for business data, reporting, analytics, and related business systems across Bartholomew & Company. The position is responsible for helping ensure that data across the firm's systems is accurate, accessible, and useful; developing reports and business intelligence tools; supporting management analysis and decision-making; and improving the processes through which information moves across the organization.

This role will work across multiple areas of the business and will develop a strong understanding of the firm's systems, data sources, and workflows. The ideal candidate is analytical, curious, adaptable, and motivated to learn new systems and take ownership of evolving responsibilities in a growing organization.

Responsibilities and Duties

Data, Reporting & Business Intelligence

Develop, maintain, and improve recurring reports, dashboards, and business intelligence tools, including Power BI reporting.
Analyze operational, financial, advisor, client, and other business data to support management decision-making.
Work with stakeholders to define key performance indicators and improve the accessibility and usefulness of business information.
Respond to ad-hoc analytical and reporting needs across the organization.
Identify trends, anomalies, and opportunities through data analysis and communicate findings clearly to business stakeholders.
Help build and maintain the firm's internal reporting infrastructure and establish consistent definitions and sources for key business metrics.

Data Integrity & Reconciliation

Compile, validate, reconcile, and analyze data from multiple systems to promote accuracy and consistency.
Investigate data discrepancies, identify root causes, and coordinate corrective action with internal teams and external vendors.
Develop an understanding of how information flows between the firm's core systems and identify gaps or weaknesses in data processes.
Support data integrity across billing, advisor compensation, finance, payroll, client, account, and operational reporting processes.
Develop and maintain documentation of important data sources, processes, workflows, and reconciliation procedures.

Business Systems & Data Administration

Develop expertise in Orion and the firm's other core business systems, like Advisor Bob, including their data structures, workflows, integrations, and reporting capabilities.
Support data and workflow processes involving Orion and related finance, payroll, CRM, advisor compensation, and operational systems.
Assist with user administration, permissions, data access, and other routine business-system administration.
Serve as an internal resource for questions involving business data and related system workflows.
Coordinate with software vendors, consultants, and internal or external technical resources to troubleshoot issues and implement improvements.
Work with software development or other technical resources when more advanced integration, automation, or programming is required.

Business Analysis & Process Improvement

Evaluate business processes and workflows to identify opportunities to improve efficiency, accuracy, and scalability.
Partner with employees across departments to understand business needs and translate them into reporting, data, process, or system solutions.
Assist with testing, implementation, documentation, and adoption of new systems, reports, and processes.
Support special projects and cross-functional initiatives as business needs evolve.
Take ownership of new responsibilities and develop new skills as the firm's systems, capabilities, and needs continue to grow.
Other related duties as assigned.

Required Skills and Qualifications

Bachelor's degree in Business, Economics, Finance, Analytics, Information Systems, or a related field.
Approximately 1–3 years of relevant experience in business analysis, data analysis, business intelligence, financial services operations, or a related area. Relevant internship experience may also be considered.
Strong analytical and problem-solving skills with demonstrated ability to work with business data.
Advanced Microsoft Excel skills.
Experience developing reports or dashboards using Power BI or a comparable business intelligence platform.
Strong attention to detail and commitment to data accuracy.
Ability to organize complex information and communicate findings clearly to both technical and non-technical stakeholders.
Ability to work independently, manage multiple priorities, and learn unfamiliar systems and business processes.
Strong written and verbal communication skills.
Sound judgment and a high degree of accountability, including taking ownership of assigned work and escalating matters outside the scope of the role appropriately.
Adaptability and intellectual curiosity, with comfort operating in an environment where responsibilities evolve as the business grows.

Preferred Skills and Qualifications

Experience in financial services, wealth management, investment management, or another data-intensive professional services environment.
Experience working with CRM, portfolio management, accounting, HR, or other enterprise business systems.
Familiarity with SQL or querying structured datasets.
Experience reconciling information across multiple systems or data sources.
Experience identifying and improving business processes.

Prior experience with Orion is not required. The successful candidate will be expected to develop proficiency in Orion and the firm's related data and operational workflows.

Core Skills, Competencies & Characteristics

Clients First. Always: Approaches every client-related task with care, professionalism, responsiveness, and a commitment to delivering an exceptional experience.
Own Your Role: Takes a proactive approach to problem solving and contributing to team and client success, demonstrates sound judgment, follows through on commitments, upholds high ethical standards and a fiduciary mindset in all work and client interactions, and appropriately escalates matters outside the scope of the role.
Pursue Excellence: Holds work to a high standard rather than the minimum required, demonstrating exceptional attention to detail across client data, financial planning documentation, and compliance records, as errors can directly impact client outcomes and firm compliance, while continually looking for ways to improve accuracy, clarity, and quality.
Stay Humble. Be Curious: Demonstrates genuine enthusiasm for financial markets, planning concepts, and the wealth management profession through inquisitiveness, and is receptive to feedback and actively applies mentorship to develop technical expertise and understanding of the advisory process.

What Success Looks Like

Success in this position means Bartholomew & Company has a reliable internal resource who understands where its key business data comes from, how it moves between systems, and whether it is accurate. The Business Solutions Analyst will make information easier for leadership and employees to access and understand, improve the firm's reporting capabilities, identify and resolve data issues, and help the organization make better use of its technology and information.

Why Bartholomew and Company

At Bartholomew & Company, our team is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients' financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated wealth management strategies, and opportunities for continued professional development and advancement.

We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.

Benefits

401(K) + Match
Dental Insurance
Employee Assistance Program
Financial Support For Licensing & relevant Certifications
Flexible Spending Accounts
Health Insurance
Life and AD&D Insurance
Paid Time Off
Retirement Plan
Tuition Reimbursement
Vision Insurance

Perks

Access to Company WooSox Tickets
Discounted Tickets to the Hanover Theatre
Company Paid Parking
Free Tickets to the Worcester Art Museum
Friday Hours

Physical Requirements

This position primarily performs work in an office environment and regularly requires sitting, standing, walking, using a computer, and communicating with others. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position.

EEO Statement

Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.

Apply on bartandco.bamboohr.com About employer

More about this job

Skills

Business intelligence
Decision making
Adaptability
Reporting
Microsoft Power BI
Data analysis
Payroll
Documentation
Manage data
Workflow
System administration
Troubleshoot
Software development
Business analysis
Process improvement
Business processes
Problem solving
Microsoft Excel
Attention to detail
Work independently
Communication skills
SQL
Financial planning
Regulatory compliance
Financial markets
Leadership
Collaboration

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Work requirements

Jobs in the United States