529 Business Intelligence Specialist

Duties

• Apply knowledge of 529 and CSA plan mechanics, regulatory rules, and financial processing 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 data pipelines and support client-established standards.
• Communicate regulatory and technical requirements to clients.
• Develop automation to replace manual reporting processes and reduce turnaround time.
• Manage reporting requests, draft Jira epics and stories, define requirements, and establish acceptance criteria.
• Document workflows, data models, and quality control procedures.

Requirements

• Bachelor’s degree (or foreign equivalent) in Computer Science, Information Systems, Product Design, or closely related field.
• 3 years of experience in product development in client-driven scenarios.
• Providing and managing recon tooling for tracking activity anomalies at any point in the processing life-cycle.
• Minimum 2 years of experience with 529 & CSA plan mechanics, including financial processing rules, market cycles, and program limitations.
• 3 years of experience with SQL, Sigma/Tableau, Jira, and Agile methodology (may be gained concurrently).

Benefits

• Comprehensive health benefits.
• Generous time off.
• Dedicated Employee Wellbeing Committee.
• Hybrid work model with offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
• Competitive 401(k) plan.