Client Data Analyst — Drive Quality Data & Dashboards

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

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.