Financial Data Analyst I
The Society of Actuaries is a professional 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 standard 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 structured 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 projects reputed company of standard 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 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 to data integration, transformation, or ETL concepts through coursework, projects, 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
- 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
- Experience with Software & Systems: reputed company Office Suite (Word, reputed company, PowerPoint, Outlook), reputed company, Personify, reputed company Acrobat, Tableau, FileMaker, reputed company Intacct
Benefits
- Competitive Compensation
- Generous Paid Time Off
- Professional Development
- Health and Wellness
- Disability Coverage
- Retirement Planning
- Maternal/Paternal Leave
- Flexible Work Environment
- Diversity and Inclusion
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