Insight Analyst

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

Role overview:

Waltham Planning Group is hiring an Insight Analyst to work remotely from Sri Lanka. This role supports operations and finance managers with weekly reporting, ad hoc analysis and KPI tracking. You will join as an independent contractor on a long-term agreement. Payment is monthly in USD. Core hours are 9:00 AM to 1:00 PM US Eastern. A quiet workspace and good internet are required.

Job duties:

Define metric logic with stakeholders and document it. Build and maintain dashboards in Tableau, Power BI or Looker. Create forecasts and simple models in Excel or Google Sheets. Field ad hoc requests through a ticket queue and prioritise them with your manager. Track sales, inventory or service levels against targets and flag misses early. Present results to managers and answer follow-up questions. Support A/B test readouts with basic statistical checks.

What you need:

3+ years of experience in a data or reporting analyst role. Able to juggle several requests and say when a deadline isn't realistic. Experience with at least one BI tool such as Tableau, Power BI or Looker. Habit of checking your own numbers before anyone else sees them. Basic statistics: averages vs. medians, distributions, significance. Bachelor's degree in statistics, economics, business, math or a related field.

Preferred qualifications:

Salesforce or NetSuite reporting. Dbt or Snowflake. Tableau Desktop Specialist or Microsoft PL-300 certification. Google Analytics 4 or Adobe Analytics.

$950 - $1,200 per month

Compensation and benefits:

Company laptop. Long-term engagement. Monthly internet allowance. Flexible hours.

Duration: 3 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..