Data & Analytics Lead

About the Company

Broadview is hiring its first dedicated data leader to build the trusted data foundation that helps Broadview and its portfolio company leaders run businesses with better visibility, better discipline, and better decisions.

About the Role

This is a data operating lead role at the Broadview level. You will work across portfolio company environments with controllers, operations leaders, IT staff, finance teams, and investment professionals to turn messy operational data into reliable, ownership-grade reporting.

Responsibilities

• You will partner with Broadview’s investment team, finance leaders, controllers, operators, and portfolio company leadership to define the KPIs that actually matter, instrument them reliably, and create reporting that supports active ownership.
• You will design and build the initial data foundation across the portfolio, including pipelines from ERPs, CRMs, accounting platforms, and operational systems into a governed analytical environment.
• You will establish lightweight, practical data governance across Broadview and the portfolio, including consistent definitions, reconciliations, quality standards, and clear documentation.
• You will build data models, reporting layers, dashboards, and ad hoc analysis that support operating reviews and ownership decisions.
• You will also support diligence and post-close integration, helping Broadview understand a new company’s data, assess its reliability, and integrate it into the portfolio data layer.
• As the model matures, you may help evaluate and manage vendors, implementation partners, and outside specialists while keeping judgment, standards, and ownership-level relationships inside Broadview.

Qualifications

The right person likely has experience in data engineering, analytics engineering, business intelligence engineering, or an adjacent technical discipline, including at least one meaningful tour of duty building a data environment from scratch rather than only maintaining one that already existed.

Required Skills

• Advanced SQL, including familiarity with relational and columnar databases
• Strong Python for data manipulation, analysis, and pipeline construction
• Hands-on experience building and running ETL or ELT pipelines in production
• Practical data modeling experience, especially with transactional data from ERPs or accounting systems
• Experience delivering work end-to-end, from requirements through prototype, production deployment, and maintenance
• Strong written and visual communication skills, including the ability to produce ownership-caliber reports and briefings
• Experience with modern cloud data platforms such as Snowflake, Databricks, BigQuery, or Redshift is helpful.
• Experience with tools such as dbt, Airflow, Dagster, Power BI, Tableau, Sigma, Looker, GitHub, CI/CD, APIs, structured files, and notebook-based workflows is also valuable.
• Experience with business systems such as NetSuite, QuickBooks, Epicor, Sage, Infor, Microsoft SQL Server, Salesforce, or HubSpot is a strong plus.

Preferred Skills

• Comfort with finance and accounting data, including GL structures, cost accounting, inventory valuation, and ownership-level reporting, is especially relevant.
• Private equity experience is helpful, but not required.

Pay range and compensation package

This is a full-time, W-2 employee position reporting to Broadview’s SVP Technology. The role is based in St. Louis, Missouri, and some travel to portfolio companies is expected, likely in the range of 10% to 25%, depending on the phase of work and the mix of companies being supported.

Equal Opportunity Statement

Broadview is a small, senior team. There is a clear mandate to build data as a core value creation capability, direct access to ownership, and the opportunity to build something that changes how Broadview operates as an owner.