Data Analyst
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Job Description
Data Analyst supporting Finance Analytics at Wealth Enhancement, an independent wealth management firm. Analyzing financial data, building SQL-driven insights, and guiding business decisions.
Responsibilities:
- Collect, clean, and validate data from multiple sources
- Analyze datasets to identify trends, patterns, and actionable insights
- Collaborate with stakeholders to gather business requirements and translate them into data-driven recommendations
- Develop and maintain SQL queries and databases to support ongoing analyses
- Present findings in a clear, concise manner suitable for non-technical audiences
- Calculate key performance indicators (KPIs) and financial metrics to support strategic decision-making
- Perform all other duties as assigned
Requirements:
- Bachelor's degree (or equivalent experience) in data analytics, finance, statistics, mathematics, or a related field
- Minimum of 2 years of experience in data analysis or a similar analytical role
- Experience with data visualization tools (e.g., Tableau, Power BI) preferred
- Strong understanding of finance principles and concepts
- Proficiency in developing and executing SQL queries and maintaining Excel workbooks
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- Willingness to work CST hours
- Must be authorized to work in the United States without the need for current or future employer-sponsored work authorization
- Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
Benefits:
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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