- This is a hybrid position that is based in our Chicago/O’Hare Area office. Applicants must live within a 100-mile radius of home office to be considered for the role.
Your Purpose:
Financial Data Analyst I to support data-driven work within the finance department. This entry-level role focuses on maintaining data accuracy, supporting recurring reporting, and responding to routine data analysis requests across multiple systems. The position is well suited for an early-career professional with strong Excel skills, exposure to data visualization, and an interest in building a solid foundation in financial data and analytics.
The Financial Data Analyst I works closely with senior finance and analytics staff and provides operational data support to the broader Finance team.
What You'll Do:
- Collect, validate, and maintain data across financial, CRM, and reporting systems (e.g., Sage Intacct, Salesforce).
- Execute recurring data pulls and updates for standard reports and dashboards.
- Create, refresh, andmaintainreports and visualizations.
- Support routine staff requests for data, including counts, lists, and summaries.
- Maintain product codes, rate codes, and related classifications to ensure data consistency.
- Perform structured data validation and reconciliation toidentifytrends, anomalies, discrepancies, and data integrity issues across financial and reporting systems.
- Assistwith data preparation tasks related to reporting workflows, including light ETL-style activities where applicable.
- Assistwith generating projections, period-over-period comparisons, and trend analyses to support recurring financial reporting and planning activities.
- Organize and document recurring processes, files, andreportingoutputs.
- Follow established procedures and meet recurring deadlines with accuracy and reliability.
- Assist with ad hoc data requests or short-term analysis projects outside of standard reporting cycles.
- Support data cleanup or one-time data correction efforts related to system transitions, audits, or special initiatives.
- Participate in testing, validation, or user acceptance activities for new reports, dashboards, or system enhancements.
- Assistwith documenting or updating internal data definitions, process notes, or reference materials as needed.
What You'll Need:
- Bachelor’s degree (or expected completion) in finance, accounting, economics, business analytics, information systems, ora related field.
- Internship, coursework, or academic project experience involving financial data or reporting systems.
- Experience with Tableau or similar data visualization tools.
- Familiarity with databases, data structures, or querying concepts (e.g., SQL).
- Exposure todata integration, transformation, or ETL concepts through coursework, projects, or internships.
- Experience working with CRM or financial systems (e.g., Salesforce, Sage Intacct).
- Strong Excel skills, including formulas, lookups, and working with large datasets.
- Experience creating ormaintainingreports, dashboards, or data visualizations.
- Strong attention to detail and commitment to data accuracy.
- Ability to follow defined processes and manage recurring tasks.
- Clear written and verbal communication skills.
- Eagerness to learn and grow technical and business skills.
- Strong organizational and time management skills.
- Ability to take directions, ask thoughtful questions, and incorporate feedback.
- Dependable, collaborative, and team-oriented approach to work.
- This position does NOT require travel.
- Experience with Software & Systems: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce, Personify, Adobe Acrobat, Tableau, FileMaker, Sage Intacct
- This hybrid role follows standard business hours (9 a.m.–5 p.m.) in a fast paced, independent, results-driven environment. Collaboration occurs mainly through virtual meetings, with occasionalinofficetime in ahotelingcubicle setting. The position also involves attending monthly department meetings and quarterlyallstaffevents in person.
What We Offer:
- Competitive Compensation: We understand the value of your contributions, and we ensure that you are rewarded competitively for your skills and dedication.
- Generous Paid Time Off: Achieve a work-life balance with ample paid time off, giving you the flexibility, you need for personal and family responsibilities.
- Professional Development: We invest in our team's growth. Take advantage of opportunities for continuous learning and career advancement, including tuition reimbursement and continuing education funding.
- Health and Wellness: Your well-being is important to us. Enjoy access to comprehensive health benefits, wellness programs, including our Employee Assistance program (EAP) and wellness reimbursement.
- Disability Coverage: Gain peace of mind with our comprehensive disability coverage, including life, short-term, and long-term disability benefits.