Financial Data Analyst I

Society of Actuaries Research Institute•Chicago, IL

4d•Hybrid

About The Position

Financial Data Analyst I to support data-driven work within the finance department. This entry-level role focuses on maintaining data accuracy, supporting recurring reporting, and responding to routine data analysis requests across multiple systems. The position is well suited for an early-career professional with strong Excel skills, exposure to data visualization, and an interest in building a solid foundation in financial data and analytics. The Financial Data Analyst I works closely with senior finance and analytics staff and provides operational data support to the broader Finance team.

Requirements

Bachelor’s degree (or expected completion) in finance, accounting, economics, business analytics, information systems, ora related field.
Internship, coursework, or academic project experience involving financial data or reporting systems.
Experience with Tableau or similar data visualization tools.
Familiarity with databases, data structures, or querying concepts (e.g., SQL).
Exposure todata integration, transformation, or ETL concepts through coursework, projects, or internships.
Experience working with CRM or financial systems (e.g., Salesforce, Sage Intacct).
Strong Excel skills, including formulas, lookups, and working with large datasets.
Experience creating ormaintainingreports, dashboards, or data visualizations.
Strong attention to detail and commitment to data accuracy.
Ability to follow defined processes and manage recurring tasks.
Clear written and verbal communication skills.
Eagerness to learn and grow technical and business skills.
Strong organizational and time management skills.
Ability to take directions, ask thoughtful questions, and incorporate feedback.
Dependable, collaborative, and team-oriented approach to work.

Responsibilities

Collect, validate, and maintain data across financial, CRM, and reporting systems (e.g., Sage Intacct, Salesforce).
Execute recurring data pulls and updates for standard reports and dashboards.
Create, refresh, andmaintainreports and visualizations.
Support routine staff requests for data, including counts, lists, and summaries.
Maintain product codes, rate codes, and related classifications to ensure data consistency.
Perform structured data validation and reconciliation toidentifytrends, anomalies, discrepancies, and data integrity issues across financial and reporting systems.
Assistwith data preparation tasks related to reporting workflows, including light ETL-style activities where applicable.
Assistwith generating projections, period-over-period comparisons, and trend analyses to support recurring financial reporting and planning activities.
Organize and document recurring processes, files, andreportingoutputs.
Follow established procedures and meet recurring deadlines with accuracy and reliability.
Assist with ad hoc data requests or short-term analysis projects outside of standard reporting cycles.
Support data cleanup or one-time data correction efforts related to system transitions, audits, or special initiatives.
Participate in testing, validation, or user acceptance activities for new reports, dashboards, or system enhancements.
Assistwith documenting or updating internal data definitions, process notes, or reference materials as needed.

Benefits

Competitive Compensation: We understand the value of your contributions, and we ensure that you are rewarded competitively for your skills and dedication.
Generous Paid Time Off: Achieve a work-life balance with ample paid time off, giving you the flexibility, you need for personal and family responsibilities.
Professional Development: We invest in our team's growth. Take advantage of opportunities for continuous learning and career advancement, including tuition reimbursement and continuing education funding.
Health and Wellness: Your well-being is important to us. Enjoy access to comprehensive health benefits, wellness programs, including our Employee Assistance program (EAP) and wellness reimbursement.
Disability Coverage: Gain peace of mind with our comprehensive disability coverage, including life, short-term, and long-term disability benefits.
Retirement Planning: Secure your future with our 403(b) plan and generous employer contribution.
Maternal/Paternal Leave: Embrace parenthood with confidence, knowing that we've got you covered every step of the way. Our maternal/paternal leave policy is designed to give you the time you need to bond with your newest family member without worrying about work.
Flexible Work Environment: Embrace a flexible hybrid environment that supports your productivity and work-life balance.
Diversity and Inclusion: We celebrate diversity and foster an inclusive workplace where everyone's unique perspectives are valued.

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