Finance & Insurance Analytics Specialist

ARC FINANCIAL PLANNING LIMITED; Leinster; On-site; EUR 42,000 - 65,000; Full time

Job summary

ARC FINANCIAL PLANNING LIMITED is seeking an experienced analyst to interpret financial, insurance and business information, identifying trends and opportunities that drive better outcomes for clients and the firm.

You will develop and maintain reporting solutions using Excel and Power BI, analyse CRM and pipeline data, and present actionable insights to management to support strategic decisions within the Irish market.

Qualifications

• Experience analysing financial and insurance data to identify trends and opportunities.
• Ability to develop and maintain reporting solutions using Excel and Power BI.
• Experience analysing CRM data and pipeline information to support decisions.

Responsibilities

• Analyse financial, insurance and business information to identify performance trends and opportunities.
• Discuss financial products with clients and refer complex cases to advisers.
• Develop and maintain Excel-based reports and Power BI dashboards for KPIs.
• Analyse CRM and pipeline data to generate insights for management.

Skills

Data analysis

Financial analysis

Client communication

Business reporting

Tools

Excel

Power BI

CRM

Job description

ARC FINANCIAL PLANNING LIMITED is seeking an experienced analyst to interpret financial, insurance and business information, identifying trends and opportunities that drive better outcomes for clients and the firm.

You will develop and maintain reporting solutions using Excel and Power BI, analyse CRM and pipeline data, and present actionable insights to management to support strategic decisions within the Irish market.