Client Data & Reporting Analyst

Cerity Partners Management LLC; Chicago (IL); On-site; USD 65,000 - 70,000; Full time

Job summary

Cerity Partners is seeking a Client Data Associate to analyze and maintain client and account data, supporting accurate financial reporting and strategic decisions. The role emphasizes data quality, reporting processes, and collaboration with internal teams to meet stakeholder needs.

You will build and maintain reports and dashboards, work with business units to understand data requirements, and handle ad hoc data requests while documenting data definitions for long-term clarity.

Qualifications

• Bachelor's degree in Finance, Business Analytics, or related field.
• Strong Excel and data visualization skills.
• Experience with SQL or similar data querying.
• Attention to detail and data accuracy.
• Ability to communicate data insights clearly to non-technical stakeholders.
• Familiarity with AI tools (Claude, ChatGPT), with interest in applying them to data analysis and visualization.

Responsibilities

• 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.

Skills

Excel

SQL

Data visualization

Analytical thinking

Attention to detail

Communication

AI tools awareness

Education

Bachelor's degree in Finance or related field

Tools

Power BI

Tableau

Job description

Cerity Partners is seeking a Client Data Associate to analyze and maintain client and account data, supporting accurate financial reporting and strategic decisions. The role emphasizes data quality, reporting processes, and collaboration with internal teams to meet stakeholder needs.

You will build and maintain reports and dashboards, work with business units to understand data requirements, and handle ad hoc data requests while documenting data definitions for long-term clarity.