Financial Data Analyst

Required Skills & Experience

3–5+ years of experience in data analytics, financial analytics, business intelligence, data management, or a related function Strong SQL skills with experience working with large and complex data sets Hands-on experience with Power BI, including reporting, dashboards, and data visualization Experience analyzing existing processes and identifying opportunities for automation and process improvement Experience with data validation, data mapping, testing/UAT, and troubleshooting data or system issues Ability to understand complex data flows, business rules, system dependencies, and reporting processes Strong analytical and problem-solving skills with excellent attention to detail Ability to work independently, take ownership of deliverables, and drive projects forward with limited direction Strong written and verbal communication skills with the ability to communicate findings to technical and business stakeholders Bachelor’s degree

Nice to Have Skills & Experience

Experience within banking or financial services, particularly Finance, Treasury, Pricing, Profitability, Operations, or Enterprise Data Python experience for analytics or automation Experience working with Databricks or other cloud-based data platforms Experience with Salesforce Experience supporting data/platform migrations, system integrations, or technology modernization initiatives Project management or experience coordinating cross-functional initiatives Experience developing or improving automated reporting processes Experience with VBA or Visio Advanced degree, CFA, or CPA

Job Description

Insight Global is seeking a Financial Data Analyst to support Pricing and Profitability functions within a large financial services organization. This role will serve as a cross-functional analytics resource, partnering with Finance, Data Management, Technology, and business teams to improve reporting, data quality, systems, and analytical processes.

The ideal candidate is highly analytical, proactive, and comfortable working independently. This person will assess existing workflows, identify opportunities to reduce manual reporting and data manipulation, and help develop more efficient and automated solutions. The role will also support ongoing data and technology modernization initiatives, including system enhancements, integrations, and cloud-based data environments.