Client Data Analyst

Cerity Partners; Chicago (IL); In loco; USD 65.000 - 70.000; Tempo pieno

Descrizione del lavoro

Cerity Partners seeks a Client Data Associate to analyze and maintain client data for accurate financial reporting and business decisions. You will ensure data quality, build dashboards, and partner with teams to meet reporting needs.

You will support ad hoc data requests, document data definitions, and seek improvements in data quality and reporting efficiency using tools like Tableau and Power BI. Strong SQL, Excel, and communication skills are essential.

Competenze

• Bachelor's degree in Finance, Business Analytics, or related field.
• Strong proficiency with Excel and data visualization/reporting tools.
• Experience with SQL or similar data querying skills.
• Strong analytical and problem-solving skills.
• High attention to detail and data accuracy.
• Ability to communicate data insights clearly to non-technical stakeholders.
• Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization.

Mansioni

• Maintain data quality and integrity across client data systems.
• Build and maintain reports and dashboards for internal stakeholders.
• Partner with business teams to understand client data and reporting needs.
• Support ad hoc data requests and special analytical projects.
• Document data definitions and reporting processes.
• Identify opportunities to improve data quality and reporting efficiency.

Conoscenze

Excel

Data Visualization

SQL

Analytical Thinking

Attention to Detail

Communication of Insights

AI Tools Familiarity

Formazione

Bachelor's degree in Finance / Business Analytics

Strumenti

Tableau

Power BI

Descrizione del lavoro

Position Summary:The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processesPrimary ResponsibilitiesMaintain data quality and integrity across client data systemsBuild and maintain reports and dashboards for internal stakeholdersPartner with business teams to understand client data and reporting needsSupport ad hoc data requests and special analytical projectsDocument data definitions and reporting processesIdentify opportunities to improve data quality and reporting efficiencyRequired Qualifications:Bachelor's degree in Finance, Business Analytics, or a related fieldSkills and Competencies:Strong proficiency with Excel and data visualization/reporting toolsExperience with SQL or similar data querying skillsStrong analytical and problem-solving skillsHigh attention to detail and data accuracyAbility to communicate data insights clearly to non-technical stakeholdersFamiliarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualizationPhysical Requirements:Ability to sit or stand for extended periods while working at a computerCompensation Range:$65,000-70,000Why Cerity Partners:Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.