Data Visualization Analyst

Lockton Companies; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Parental leave

Community involvement

Wellness events

Generous rewards

Job summary

Lockton Companies LLC is seeking a Data Visualization Analyst who builds financial models and interactive dashboards to empower clients and internal teams to make strategic decisions.

The role blends statistical modeling with visualization, taking ownership from development to production monitoring. Strong Python/R, SQL, and BI tool experience are essential for success and collaboration across teams.

Qualifications

• 2–5 years of professional experience in financial modeling, data analysis, BI, or analytics.
• Proficiency with Python, R, or both for data manipulation and modeling.
• Strong SQL skills to write efficient queries and manage complex datasets.
• Experience building forecasting or scenario models (regression, time-series, Monte Carlo).
• Hands-on experience with Tableau, Power BI, or similar BI platforms.
• Excellent written and verbal communication; translate questions into quantitative solutions.

Responsibilities

• Design and build financial forecasting and risk modeling solutions using Python, R, and SQL.
• Develop scenario models from requirements through validation and deployment.
• Transform model outputs into interactive dashboards and reports for clients and internal teams.
• Design intuitive interfaces guiding clients through model scenarios and insights.
• Monitor production models, ensure data quality, and document methodologies and assumptions.

Skills

Python

R

SQL

Tableau

Power BI

Analytical thinking

Communication

Education

Bachelor's degree in Finance, Economics, Data Science, Statistics, Math

Tools

Git

Tableau

Power BI

Job description

Chicago, Illinois, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Position Summary

The Data Visualization Analyst develops financial and risk scenario models paired with interactive visualizations that empower clients and internal teams to make informed strategic decisions. This role combines quantitative modeling expertise with compelling data visualization to build client-facing tools that tell data stories and drive business impact. The analyst designs, builds, and deploys forecasting models—from scratch—then transforms model outputs into intuitive dashboards and reports that stakeholders can explore and act upon. This is a 50/50 blend of statistical modeling and visualization, with full ownership of the model lifecycle from development through production monitoring.

Key Responsibilities

Financial & Risk Scenario Modeling

• Design and build financial forecasting and risk modeling solutions using Python, R, and SQL to help clients understand potential outcomes and make strategic decisions.


• Develop scenario models (e.g., revenue forecasts, financial projections, risk assessments) from requirements gathering through validation, ensuring accuracy and business alignment.


• Extract, transform, and prepare large datasets using SQL and Python/R to support modeling workflows.


• Validate model outputs, document assumptions and methodologies, and communicate technical details to both technical and non-technical stakeholders.


• Deploy models to production environments, establish monitoring protocols, and maintain model performance over time.

Visualization, Dashboards & Model Integration

• Transform financial models and scenario outputs into interactive dashboards and reports using Tableau, Power BI, or similar tools that allow clients to explore results and test assumptions.


• Design intuitive user interfaces that guide clients through model scenarios and clearly communicate insights, risks, and opportunities.


• Build dynamic, client-facing analytical tools that integrate model logic with visualization—enabling teams to adjust inputs and see real-time output changes.


• Support model deployment to business intelligence platforms and ensure visualizations remain accurate as underlying models are updated or refined.

Internal Collaboration & Lifecycle Support

• Partner with internal consulting and account teams to understand client requirements, translate business questions into modeling objectives, and iterate on solutions.


• Monitor production models for data quality issues, performance drift, or accuracy concerns; troubleshoot and document incidents.


• Maintain clear documentation of model logic, assumptions, data sources, and visualization design decisions for knowledge retention and handoffs.


• Contribute to team knowledge-sharing, best practices, and process improvements in financial modeling and analytics tooling.

Compensation and Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.

Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.

Check out Lockton Benefits Offerings Here

Qualifications

Required

• Bachelor's degree in Finance, Economics, Data Science, Statistics, Mathematics, Business Analytics, or a related field.


• 2–5 years of professional experience in financial modeling, data analysis, business intelligence, or analytics.


• Proficiency with Python, R, or both for data manipulation, statistical analysis, and modeling.


• Strong SQL skills—ability to write efficient queries, work with relational databases, and manage complex datasets.


• Experience building forecasting or scenario models (e.g., regression, time-series, Monte Carlo simulations, or financial projections).


• Hands‑on experience with Tableau, Power BI, or similar business intelligence and visualization platforms.


• Strong analytical and problem‑solving skills; ability to translate business questions into quantitative solutions.


• Excellent written and verbal communication skills; ability to explain technical concepts to both technical and non-technical audiences.

Preferred

• Experience with financial modeling, risk analysis, or scenario planning in professional settings.


• Familiarity with version control systems (Git) and collaborative development practices.


• Experience deploying models to production and monitoring performance in live environments.


• Background in consulting, insurance, healthcare, or financial services.


• Knowledge of data visualization best practices and design principles for analytical dashboards.


• Experience with statistical testing, hypothesis validation, or model evaluation techniques.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.