Data Analyst I, Product

Company overview

Our advisors handle retirement planning, investment management and estate coordination for about 900 households.

The position

We're looking for a Data Analyst I, Product to join our team. This is a remote role. This role supports operations and finance managers with weekly reporting, ad hoc analysis and KPI tracking. We want an analyst who is comfortable pushing back when the numbers don't support the conclusion. Remote, open to candidates across the US. Weekday working hours, with room to shift your day when needed. You will write a lot of updates, so clear written English is important.

Essential duties and responsibilities

• Define metric logic with stakeholders and document it
• Create forecasts and simple models in Excel or Google Sheets
• Clean and reconcile data from CRM, ERP and spreadsheet sources
• Prepare weekly and monthly KPI reports for department leads
• Analyze trends, cohorts and funnel drop-off and summarize findings in plain language
• Track sales, inventory or service levels against targets and flag misses early
• Investigate data quality issues and work with data engineering to fix them at the source

About you

• 0-2 years of experience in a data or reporting analyst role
• Basic statistics: averages vs. medians, distributions, significance
• Experience with at least one BI tool such as Tableau, Power BI or Looker
• Advanced Excel: pivot tables, XLOOKUP, Power Query

Benefits

Compensation: $30.50-$36.50 per hour DOE.

• Referral program
• Home office stipend

We are unable to sponsor visas for this position.

Duration: 12 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at High Point Lending.