Principal Data Analyst

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Job summary

This is a newly created position. Analyst role with a mix of recurring reporting and project work. Most of your day will be in SQL, Excel and Power BI or Tableau. Remote, open to candidates across the US. Hours are flexible, with one short team call each morning.

What you'll be doing

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

Minimum qualifications

• 7+ years of experience in a data or reporting analyst role
• Experience with at least one BI tool such as Tableau, Power BI or Looker
• Clear written and verbal communication with non-technical stakeholders
• Advanced Excel: pivot tables, XLOOKUP, Power Query
• Bachelor's degree in statistics, economics, business, math or a related field
• Strong SQL (joins, CTEs, aggregations, window functions)
• Able to juggle several requests and say when a deadline isn't realistic

Preferred qualifications

• Google Analytics 4 or Adobe Analytics
• Salesforce or NetSuite reporting
• Dbt or Snowflake
• Industry background in retail, healthcare or logistics

Compensation: $125,000 - $161,000 per year

Why work with us

• Health savings account (HSA) with employer contribution
• 401(k) with a 100% match up to 5%
• Paid sick leave
• Dental insurance
• Cell phone reimbursement
• Paid parental leave

Yewgate provides equal employment opportunities to all employees and applicants.

Agencies: please do not contact us about this role.

We read every application and reply within about a week.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Yewgate Inc..