Data Analyst (Analytics & Reporting)

Insight Global; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Insight Global is seeking a Data Analyst to transform business data into actionable insights by building robust analytical solutions for banking data and reporting needs.

You will consolidate deposits and loan data, validate ledger information, and collaborate with governance and regulatory stakeholders to deliver high-value external filings and performance metrics.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 1+ years of data analytics, data management, or related experience.
• Initial knowledge of banking operations (deposit, loan, treasury).
• Familiarity with regulatory obligations and data governance basics.
• Experience with SQL and Excel; data viz tools like Tableau or Power BI.
• Ability to present findings from large data sets clearly.
• Excel expertise: lookups, PivotTables, and advanced formulas.
• Strong communication and attention to detail.
• Experience with financial or regulatory reporting.
• Collaborative across teams.

Responsibilities

• Consolidate and prepare bank's deposit and loan portfolio and reconcile the data in the database against the general ledger.
• Work with large financial datasets and translate business requests into actionable analytical solutions.
• Validate general ledger data against source systems and reconcile metrics to ensure consistency.
• Manage and review data quality metrics of the portfolio data in the data warehouse.
• Support in the preparation of bank’s regulatory and other financial reports.
• Create reports and analytical solutions for business stakeholders.
• Document report definitions, calculation logic, and data lineage for transparency and auditability.

Skills

Problem solving

Attention to detail

Communication skills

Collaboration

Education

Bachelor’s degree in accounting or related field

Tools

SQL

Excel

Tableau

Power BI

Job description

Job Description

The Data Analyst will be responsible for producing the bank's deposit and loan portfolios, understanding and transforming business data into actionable insights by building robust analytical solutions, performing advanced data analysis, and ensuring data integrity. Strong Accounting or finance skills along with experience in data analytics are required. Intermediate knowledge of SQL and data visualization tools is a plus. This role partners closely with regulatory stakeholders and data governance teams to deliver high value reporting for external filings and company performance.

• Consolidate and prepare bank's deposit and loan portfolio and reconcile the data in the database against the general ledger.
• Ability to work with large financial datasets and translate business requests into actionable analytical solutions.
• Validate general ledger data against source systems and reconcile metrics ensure consistency.
• Responsible for managing and reviewing data quality metrics of the portfolio data in the data warehouse.
• Support in the preparation of bank’s regulatory and other financial reports.
• Create reports and analytical solutions for business stakeholders.
• Document report definitions, calculation logic, and data lineage for transparency and auditability.

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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Bachelor’s degree in accounting, Finance, Business Administration, Data Science, Finance, Accounting, or related field.
• 1+ years of related experience in Data Analytics & Data Management or similar field
• Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Entry level to intermediate experience with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI).
• Entry level to intermediate experience presenting findings from large datasets in a clear, actionable way.
• Intermediate to Advanced knowledge of Excel including Lookups, PivotTables, and advanced formulas.
• Intermediate speaking and writing communication skills.
• Demonstrated experience with financial reporting or regulatory reporting.
• Strong problem-solving skills and analytical skills
• Strong attention to detail and commitment to data quality.
• Ability to work collaboratively across teams and functions.