Data Financial Analyst

Insight Global; Irving (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Insight Global is seeking an entry-level Data Financial Analyst to join the Pricing & Modeling team in Irving, TX. You will support pricing strategy, financial reporting, and data management by organizing data, running reports in Excel, and analyzing business information to guide decisions.

You will work with cross-functional teams and gain exposure to pricing and financial modeling activities. A/B testing, data integrity, and documentation are important parts of the role.

Qualifications

• Associate's degree in Finance/Accounting/Business/Economics.
• 0-2 years of experience (internships and recent graduates accepted).
• Strong Microsoft Excel skills.
• Proficiency in Microsoft Office Suite.
• Experience with data entry, manipulation and report generation.
• Basic knowledge of SharePoint and/or CRM systems.
• Strong attention to detail and organizational skills.
• Self-starter with the ability to work independently and as part of a team.
• Bachelor's degree
• Salesforce experience
• Finance background with strong analytical skills.

Responsibilities

• Transfer and maintain data across internal systems and databases.
• Organize and manage files within SharePoint and internal drives.
• Run recurring and ad hoc reports using Excel.
• Analyze data to identify trends, discrepancies, and insights.
• Support pricing and financial modeling activities through data preparation.
• Maintain accurate documentation and reporting records.
• Collaborate with team members and business stakeholders on ongoing projects.

Skills

Excel proficient

Office suite

Data analysis

Attention to detail

Team collaboration

Self-motivated

Analytical thinking

Education

Associate's degree in Finance/Accounting/Business/Economics

Bachelor's degree

Tools

SharePoint

CRM systems

Salesforce

Microsoft Excel

Microsoft Office

Job description

Job Description

We are seeking an entry-level Data Financial Analysts to join the Pricing & Modeling team. This role will support pricing strategy, financial reporting, and data management initiatives by organizing data, maintaining SharePoint resources, running reports, and analyzing business information to support decision-making.

• Transfer and maintain data across internal systems and databases.
• Organize and manage files within SharePoint and internal drives.
• Run recurring and ad hoc reports using Excel.
• Analyze data to identify trends, discrepancies, and insights.
• Support pricing and financial modeling activities through data preparation.
• Maintain accurate documentation and reporting records.
• Collaborate with team members and business stakeholders on ongoing projects.

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].

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Skills and Requirements

• Associate's degree in Finance, Accounting, Business, Economics, or related field.
• 0-2 years of experience (internships and recent graduates accepted).
• Strong Microsoft Excel skills (formulas, pivot tables, data analysis).
• Proficiency in Microsoft Office Suite.
• Experience with data entry, manipulation and report generation.
• Basic knowledge of SharePoint and/or CRM systems.
• Strong attention to detail and organizational skills.
• Self-starter with the ability to work independently and as part of a team.
• Bachelor's degree
• Salesforce experience
• Finance background with strong analytical skills.