Job Description
Insight Global is seeking a Senior Insights Analyst, Finance to support a large enterprise organization within its Finance and Decision Analytics function.
This role sits at the intersection of finance, merchandising, analytics, and technology. The Senior Insights Analyst will own analytics that support key financial and merchandising decisions, including markdowns, clearance, store performance, and profitability. This individual will be responsible for complex reporting workflows, dashboarding, root-cause analysis, test-and-learn measurement, and translating data into clear recommendations for business partners.
The ideal candidate combines strong SQL and Tableau expertise with financial acumen and business storytelling skills. This person should be comfortable investigating why a number or KPI moved, identifying the underlying data or business-rule issue, and communicating the impact to both technical and non-technical stakeholders.
Key Responsibilities
Finance & Business Analytics
- Own the business rules and analytics supporting finance and merchandising decisions, including markdowns and clearance.
- Analyze store and financial performance to identify trends, drivers, risks, and opportunities.
- Build actionable insights around key financial metrics including sales performance, margin, profitability, run rates, and performance against plan.
- Conduct cost-benefit analysis and translate findings into clear business recommendations.
- Advise business partners on test-and-learn methodology, including control selection, test duration, and success metrics.
Reporting & Data Visualization
- Build, maintain, and enhance Tableau dashboards and scorecards used by business stakeholders.
- Own technically complex reporting workflows and ensure reporting is accurate, documented, and delivered on time.
- Investigate reporting discrepancies and trace incorrect numbers back to their source.
- Distinguish between data-quality issues, reporting logic problems, and business-rule issues.
Automation & Analytics Modernization
- Partner with analytics engineering teams to modernize legacy reporting and analytics workflows.
- Support the migration of Alteryx and other legacy workflows into SQL- and Python-based solutions.
- Leverage enterprise AI tools to improve analytics processes, automate workflows, and develop AI-enabled solutions for business partners.
- Validate AI-generated outputs and follow appropriate data-handling practices.
Product Ownership & Stakeholder Partnership
- Act as the business-side owner for analytics products and tools.
- Develop business requirements and acceptance criteria for analytics engineering teams.
- Validate new analytics solutions and support adoption across partner teams.
- Translate complex technical findings into clear business language for Finance and Merchandising stakeholders.
- Build strong cross-functional relationships and understand how stakeholders use analytics products to continuously improve them.
Key Competencies
- Strong analytical and problem-solving capabilities
- Financial and business acumen
- Ability to translate data into actionable insights
- Consultative stakeholder management
- Cross-functional collaboration
- Strong written and verbal communication
- Planning and prioritization
- Process improvement and automation mindset
- Curiosity and continuous learning
- High level of accountability and ownership
Skills and Requirements
- Bachelor’s degree in Finance, Business Analytics, Economics, Statistics, Computer Science, Engineering, or another relevant quantitative field.
- 4–6 years of experience in analytics, business intelligence, financial analytics, or a related field.
- Strong SQL skills, including experience writing complex queries within a cloud data environment and troubleshooting inaccurate query results.
- Strong Tableau experience building and maintaining dashboards used by business stakeholders.
- Demonstrated ability to perform root-cause analysis and troubleshoot discrepancies across data, reporting logic, and business rules.
- Advanced Microsoft Excel skills, including experience with tools such as Power Query, XLOOKUP, dynamic array formulas, and scenario modeling.
- Strong PowerPoint and data storytelling capabilities.
- Experience using AI tools to support analytics, workflow automation, or productivity.
- Strong financial acumen, including an understanding of financial performance drivers such as sales, performance against plan, run rates, margin, and profitability.
- Strong communication skills with the ability to explain complex analytical findings to both technical and business audiences.
- Previous retail analytics or retail finance experience.
- Experience with Python for data transformation or workflow automation.
- Experience working with BigQuery or another cloud data warehouse.
- Experience with Alteryx, including maintaining or migrating existing workflows.
- Experience writing business requirements and acceptance criteria for technical or analytics teams.
- Understanding of test-versus-control methodology and performance measurement.
- Tableau and/or Alteryx certifications are considered an asset.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.