Data Analyst, Financial Planning Analytics & Reporting

Job Overview

We are seeking an analytical, detail-oriented, and highly motivated Data Analyst to join our Financial Planning organization within a leading financial services firm.

Responsibilities

• Develop and maintain dashboards and reports that track key business performance metrics.
• Analyze data to identify trends, opportunities, risks, and drivers of business results.
• Support the creation and monitoring of KPIs used to manage team performance and business outcomes.
• Prepare reporting and insights for leadership reviews, business updates, and strategic planning discussions.
• Ensure the accuracy, consistency, and integrity of data used in reporting and analytics.
• Partner with business stakeholders to understand reporting needs.
• Respond to ad hoc data requests and perform analyses to support decision-making.
• Identify opportunities to improve, automate, and streamline reporting processes.
• Document reporting methodologies, metric definitions, and data sources.
• Contribute to a data-driven culture by delivering insights that help inform business strategy and growth initiatives.

Requirements

• Education: Bachelor’s degree in Business Analytics, Finance, Economics, Statistics, Mathematics, Data Science, Information Systems, or related field.
• Experience: 1-3 years of experience in data analytics and reporting role.
• Technical Skills: Proficiency in Microsoft Excel - including formulas, lookups, pivot tables, and data analysis techniques.
• Core Competencies: Analytical Thinking, Business Acumen, Data Storytelling, Attention to Detail, Collaboration, Continuous Learning, Accountability, Adaptability.

Preferences

• Familiarity with data analysis tools such as Python, R, or similar platforms.
• Basic knowledge of SQL and relational databases.
• Experience using Smartsheet to manage data, create reports, track projects, and support business processes.
• Experience with business intelligence and data visualization tools such as Power BI and Tableau.