Client Data Analyst

Cerity Partners • Chicago, IL

4d

About The Position

The Client Data Analyst analyzes and maintains client and account data to support accurate financial reporting and business decisions. The role supports data quality and reporting processes, including maintaining data integrity across client data systems, building reports and dashboards for internal stakeholders, and responding to business teams’ data and reporting needs. It also supports ad hoc data requests and special analytical projects, documents data definitions and reporting processes, and identifies ways to improve data quality and reporting efficiency.

Requirements

• Bachelor's degree in Finance, Business Analytics, or a related field.
• Strong proficiency with Excel and data visualization or reporting tools.
• Experience with SQL or similar data querying skills.
• Strong analytical and problem-solving skills.
• High attention to detail and data accuracy.
• Ability to communicate data insights clearly to non-technical stakeholders.
• Familiarity with mainstream AI tools such as Claude and ChatGPT, with interest in applying them to data analysis and visualization.
• Ability to sit or stand for extended periods while working at a computer.
• Applicants must be authorized to work for any employer in the U.S.

Responsibilities

• Maintain data quality and integrity across client data systems.
• Build and maintain reports and dashboards for internal stakeholders.
• Partner with business teams to understand client data and reporting needs.
• Support ad hoc data requests and special analytical projects.
• Document data definitions and reporting processes.
• Identify opportunities to improve data quality and reporting efficiency.

Benefits

• Health, dental, and vision insurance beginning on day one.
• 401(k) savings and investment plan options with a 4% match.
• Flexible PTO policy.
• Parental leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level