Data Analyst

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

Our team is growing and we are hiring a Data Analyst. This role supports operations and finance managers with weekly reporting, ad hoc analysis and KPI tracking. Remote position. Most of the team is in Louisville, but nobody is required to come in. Flexible hours with a daily team call in the morning. We use Slack, Notion and Google Meet. Cameras on for team calls.

KEY RESPONSIBILITIES:

• Clean and reconcile data from CRM, ERP and spreadsheet sources
• Prepare weekly and monthly KPI reports for department leads
• Define metric logic with stakeholders and document it
• Create forecasts and simple models in Excel or Google Sheets
• Present results to managers and answer follow-up questions

SKILLS AND EXPERIENCE:

• 2-4 years of experience in a data or reporting analyst role
• Clear written and verbal communication with non-technical stakeholders
• Basic statistics: averages vs. medians, distributions, significance
• Advanced Excel: pivot tables, XLOOKUP, Power Query

BENEFITS:

Pay range: $90,000 - $109,000 per year. Final offer will depend on experience.

• Health, dental and vision coverage starting on day one
• 401(k) with company match
• Paid holidays
• $1,000 home office setup budget

We are an equal opportunity employer. If you need an accommodation during the application process, let us know.

Agencies: please do not contact us about this role.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at MR Wealth Management.