• Provide leadership of the Performance Team, ensuring effective use of Black Diamond for data aggregation, performance reporting, and regulatory reporting. • Design, build, and maintain ETL processes and SQL pipelines that power enterprise reporting and analytics. • Develop, optimize, and document SQL Server stored procedures, views, and data transformations. • Ensure high-quality, well-structured, and auditable data across Choreo’s production systems. • Support data conversions and integration efforts during M&A onboarding projects. • Enhance existing Power BI datasets, reports, and dashboards based on advisor and leadership feedback. • Improve data models for scalability, performance, and ease of maintenance. • Partner with business teams to translate requirements into meaningful analytics solutions. • Build and maintain low-code automations and integrations using Power Automate and Power Apps. • Explore and experiment with emerging AI tools and capabilities (e.g., Copilot Studio, ChatGPT) to streamline processes. • Support internal innovation projects designed to streamline workflows and improve the client experience.