Data Analyst

About the role

We are seeking a Data Analyst to join our team and provide critical support to the Senior Financial Analyst. This position will focus on ensuring the quality, accuracy, and availability of revenue and sales production data, supporting financial and operational reporting, and assisting with data maintenance and other special projects. The ideal candidate is detail-oriented, analytical, and eager to develop their technical and business skills.

Responsibilities

• Support the Senior Financial Analyst in responding to individual and agencies' data requests and questions, as well as continued Power BI maintenance.
• Assist with special projects created by the Senior Financial Analyst to identify trends, anomalies, errors, inefficiencies, opportunities, etc.
• Support the Senior Financial Analyst with financial and operational reporting (and corresponding data maintenance), ensuring timely and accurate delivery.
• Work with Management on the internal auditing efforts of the company's E&O Program.
• Work with the VP of Operations on an ad-hoc basis.

Requirements

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, Economics, or related field (or equivalent experience).
• 1-2 years working in a finance, accounting, data analyst, reporting analyst, or related field is a plus.
• Proficiency in Excel (pivot tables, lookups, formulas).
• Proficiency in Power BI is highly preferred.
• Familiarity with the Insurance industry is a plus.
• Strong analytical, problem-solving, and organizational skills.
• Attention to detail with a focus on data integrity and accuracy.
• Ability to work collaboratively and support cross-functional reporting needs.

Preferred Attributes

• Interest in finance, operations, and data analysis with a desire to grow into broader analytical responsibilities.
• Proactive learner who can take initiative in improving reporting and analysis processes.
• Strong communication skills with the ability to present data findings clearly to non-technical stakeholders.

Benefits & Growth

• Opportunity to work closely with senior finance leadership and gain exposure to financial and operational strategy.
• Hands-on training and development in advanced Power BI and financial analytics.
• Career growth potential into senior data or financial analyst roles.