529 Business Intelligence Specialist

Vestwell is seeking a Business Intelligence Specialist to ensure compliant and accurate reporting for 529 and CSA plans. This role involves designing data models, queries, and analytics, resolving data discrepancies, and collaborating with engineering teams to enhance data pipelines. The specialist will also communicate technical requirements to clients and develop automation for reporting processes.

• Apply knowledge of 529 and CSA plan mechanics for compliant reporting
• Identify and resolve data discrepancies and system behavior
• Design data models, queries, and governed analytics
• Collaborate with engineering and product teams on data pipelines
• Develop automation to replace manual reporting processes
• Communicate regulatory and technical requirements to clients