vestwell

529 Business Intelligence Specialist

Apply Now

At a Glance

Location
King of Prussia, Pennsylvania, United States
Experience
2+ years
Compensation
y control procedures. SALARY: $105,00.00-$110,000.00 per year SCHEDULE: 40 hours p
Posted
2026-07-10T14:20:22-04:00

Key Requirements

Required Skills

AgileJiraSQLTableau

Domain Knowledge

  • Finance

Requirements

Manage reporting requests, draft Jira epics and

models, and quality control procedures.

Information Systems, Product Design, or closely related.

experience in product development in client-driven scenarios.

and managing recon tooling for tracking activity anomalies at any point in

plan mechanics, including financial processing rules, market cycles, and

Compensation & Benefits

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in

Vestwell.com

is not our Recruitment team.

Responsibilities

to ensure compliant and accurate reporting.

Identify and resolve data discrepancies and

unexpected system behavior.

Manage end‑to‑end reporting cycles.Design data models,

queries, and governed analytics.

Collaborate with engineering and product teams to enhance