Data Analyst (finance)

** Only candidates local to IL will be considered**

Data Analyst (Finance)

Our client in the insurance industry is seeking a Data Analyst (Finance) to join their growing finance team. This is a newly created role focused on supporting financial reporting, data integrity, and cross-system data workflows as the organization continues to modernize its systems and reporting infrastructure.

This role is ideal for an early-career professional with 13 years of experience who has a strong foundation in data analysis, reporting, and financial data, and is comfortable working across multiple systems to ensure accurate, reliable insights for the business.

Role Overview

This position sits at the intersection of finance, data, and systems, supporting the finance team by managing and transforming data across platforms, maintaining reporting processes, and ensuring data accuracy across systems.

You will work closely with the FP&A Manager and finance leadership to support reporting needs, improve workflows, and contribute to ongoing system enhancements.

Key Responsibilities

Data & Reporting

• Collect, validate, and consolidate data from multiple systems into centralized reporting outputs
• Build, maintain, and update recurring financial and operational reports (primarily in Excel and reporting tools)
• Support dashboard development and reporting workflows (Tableau or similar tools)
• Respond to internal data requests, providing accurate and timely reporting

Data Transformation & Systems

• Work with data across multiple systems, ensuring consistency and accuracy
• Support data transformation processes (ETL-style work), including cleaning, structuring, and validating data
• Assist in maintaining and improving data workflows across platforms
• Support data cleaning efforts using internal systems (e.g., FileMaker or similar tools)

Finance & Data Integrity

• Assist with financial data validation, ensuring accuracy across reporting outputs
• Support month-end reporting processes and financial analysis
• Identify discrepancies, inconsistencies, and data integrity issues across systems

Process Improvement

• Identify opportunities to automate or streamline reporting processes (e.g., VBA, scripting, or workflow improvements)
• Document recurring processes and improve reporting efficiency
• Collaborate with cross-functional teams to improve data flow and reporting accuracy

Qualifications

Experience

• 13 years of experience in data analysis, financial analysis, reporting, or a related field
• Experience working in larger or mid-sized organizations with multiple systems and stakeholders preferred

Technical Skills

• Strong Excel skills (formulas, lookups, pivot tables; VBA is a plus)
• Experience with data querying or transformation tools (SQL, ETL processes, or similar concepts)
• Experience with data visualization tools (Tableau, Power BI, or similar)
• Familiarity with databases or structured data environments (e.g., Access, data warehouses)
• Ability to work with and integrate data from multiple systems

Finance & Business Knowledge

• Exposure to financial data, reporting, or accounting concepts
• Experience working with financial datasets or supporting finance teams

Professional Skills

• Strong attention to detail and commitment to data accuracy
• Ability to manage multiple priorities and meet recurring deadlines
• Comfortable working in a fast-paced, evolving environment
• Strong communication skills and ability to collaborate across teams
• Curious mindset with a focus on understanding the why behind data

Compensation & Benefits

• Base salary: $60,000 $75,000 (depending on experience)
• Eligible for an annual bonus program
• Comprehensive benefits package

Work Environment

• Initial in-office onboarding and training
• Transition to primarily remote work
• 12 days per month in office for team meetings and collaboration

What Makes This Role Unique

• Opportunity to work at the intersection of finance and data systems
• Exposure to multiple platforms and reporting tools
• Ability to contribute to process improvements and system modernization
• High visibility with finance leadership in a growing team

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