Lead Data Analyst

Our lending business funds equipment, vehicles and working capital for small and mid-sized companies across Canada. Coastal Wealth Management manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

Role overview

We are adding headcount to this team, so this is a new seat. This role supports operations and finance managers with weekly reporting, ad hoc analysis and KPI tracking. Contract role, full-time hours, paid in USD at the end of each month. Core hours are 9:00 AM to 1:00 PM US Eastern.

What you'll be doing

• Create forecasts and simple models in Excel or Google Sheets
• Prepare weekly and monthly KPI reports for department leads
• Present results to managers and answer follow-up questions
• Clean and reconcile data from CRM, ERP and spreadsheet sources
• Support A/B test readouts with basic statistical checks
• Define metric logic with stakeholders and document it
• Automate recurring Excel reports with Power Query, Python or scheduled SQL

Minimum qualifications

• 8-10 years of experience in a data or reporting analyst role
• Advanced Excel: pivot tables, XLOOKUP, Power Query
• Able to juggle several requests and say when a deadline isn't realistic
• Basic statistics: averages vs. medians, distributions, significance
• Bachelor's degree in statistics, economics, business, math or a related field

Preferred

• Dbt or Snowflake
• Python (pandas) or R for analysis
• Salesforce or NetSuite reporting

Perks and benefits

• Annual rate review
• Flexible hours
• Company laptop

Candidates must be eligible to work in India.

Duration: 6 months. Start: Immediately.

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