Senior Data Analyst - Finance - Remote

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.

Role overview

We're looking for a Senior Data Analyst - Finance - Remote to join our team. This is a remote role. 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. The operations team needs someone who can write SQL, build dashboards and explain what changed and why. Remote, open to candidates across the US. Standard office hours, Monday to Friday, with flexibility around them. We use Slack, Notion and Google Meet. Cameras on for team calls.

Key responsibilities

• Field ad hoc requests through a ticket queue and prioritize them with your manager
• Investigate data quality issues and work with data engineering to fix them at the source
• Define metric logic with stakeholders and document it
• Present results to managers and answer follow-up questions
• Track sales, inventory or service levels against targets and flag misses early
• Analyze trends, cohorts and funnel drop-off and summarize findings in plain language
• Prepare weekly and monthly KPI reports for department leads
• Clean and reconcile data from CRM, ERP and spreadsheet sources

Minimum qualifications

• 5+ years of experience in a data or reporting analyst role
• Experience with at least one BI tool such as Tableau, Power BI or Looker
• Able to juggle several requests and say when a deadline isn't realistic
• Advanced Excel: pivot tables, XLOOKUP, Power Query
• Bachelor's degree in statistics, economics, business, math or a related field
• Habit of checking your own numbers before anyone else sees them
• Clear written and verbal communication with non-technical stakeholders

Preferred

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

Rate: $110,000 - $147,000/year

What you get

• Health insurance
• 401(k) with 4% match
• Paid holidays
• Cell phone reimbursement
• Employee discount

Yewgate is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

This position requires a background check.

Start: Within 30 days.

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