Job Description

POSITION SUMMARY

The Vice President of Research will lead the strategic development of our consulting services for small and medium-sized businesses (SMBs), overseeing all aspects of research, analytics, and financial planning. This role will be responsible for building and mentoring a new team of analysts within the department. This leader will play a crucial role in delivering insights that empower clients—from $500K to $50M+ in revenue—to make data-driven decisions that drive sustainable growth and operational efficiency.

OBJECTIVES

• Lead the recruitment, training, and development of a high-performing analytics team capable of delivering actionable insights and tailored growth strategies for SMB clients.
• Leverage advanced data analytics to create custom roadmaps and strategies that help our clients grow sustainably, optimize operations, and scale effectively.
• Design and implement sophisticated financial models and forecasting tools that support decision-making and business growth, focusing on risk management, budgeting, and long-term financial planning.
• Establish and maintain rigorous data governance and quality standards, ensuring that all research and analytics outputs are accurate, consistent, and compliant with industry best practices.
• Use multi-industry insights and best practices to guide SMB clients across various sectors, adapting strategies to address the unique challenges and opportunities of each client.
• Define key performance indicators (KPIs) and metrics to assess the success of strategic initiatives, ensuring that all data-driven efforts lead to measurable improvements in client outcomes.
• Stay at the forefront of emerging technologies (e.g., AI, machine learning) and integrate them into the company’s analytics processes to enhance forecasting accuracy and drive innovative solutions for clients.

COMPETENCIES

• Strong cross-industry background with experience tailoring financial and analytical insights across diverse sectors.
• Advanced knowledge of analytics tools and techniques, including machine learning, AI, and statistical software (e.g., SQL, Python, R, Tableau), and the ability to implement these tools for predictive and prescriptive insights.
• Strong ability to align analytics insights with business objectives, providing strategic guidance that supports clients' growth and operational success.
• Ability to leverage emerging technologies, such as machine learning and AI, to enhance analytics capabilities, improve forecasting, and deliver cutting-edge solutions to clients.
• Proficiency in defining and tracking KPIs to measure the impact of analytics initiatives, ensuring continuous improvement and alignment with client objectives and overall business goals.

EDUCATION

• 5-10 years overseeing analytics, strategy, or financial teams, with a proven track record of managing and developing high-performing teams.
• 10+ years of experience in data analytics, financial modeling, or strategic planning, ideally within a consulting or business advisory setting.

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce we recognize that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

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