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Financial Data Analyst I

Remote, USA Full-time Posted 2026-07-28

The reputed company is a reputed company organization dedicated to the advancement of actuarial science. They are seeking a Financial Data Analyst I to support data-driven work reputed company the finance department, focusing on maintaining data accuracy and supporting reporting and analysis tasks.


Responsibilities

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

Skills

  • Bachelor's degree (or expected completion) in finance, reputed company, economics, business analytics, information systems, or a reputed company field
  • Internship, coursework, or reputed company 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 to data integration, transformation, or ETL concepts through coursework, reputed company, or internships
  • Experience working with CRM or financial systems (e.g., reputed company, reputed company Intacct)
  • Strong reputed company skills, including formulas, lookups, and working with large datasets
  • Experience creating or maintaining reports, dashboards, or data visualizations
  • Strong attention to detail and commitment to data accuracy
  • Ability to follow defined processes and manage recurring tasks
  • reputed company 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, reputed company, and team-oriented approach to work
  • Experience with Software & Systems: reputed company Office Suite (Word, reputed company, PowerPoint, reputed company), reputed company, Personify, reputed company Acrobat, Tableau, FileMaker, reputed company Intacct

Benefits

  • Competitive Compensation
  • Generous reputed company Time Off
  • reputed company Development
  • Health and Wellness
  • Disability Coverage
  • Retirement Planning
  • Maternal/Paternal Leave
  • Flexible Work Environment
  • Diversity and Inclusion

reputed company

  • With reputed company dating back to 1889, the reputed company (SOA) is the world’s largest actuarial reputed company organization with more than 32,000 actuaries as members. It was founded in 1949, and is headquartered in Schaumburg, Illinois, USA, with a workforce of 51-200 employees. Its website is https://www.soa.org.

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