Excel Analyst

Insight Global; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

Insight Global in Chicago is seeking a detail-oriented analytics professional to support the Wealth division during the transition from a legacy system to Salesforce, validating approximately 500–600 transactions per month and confirming client information, funds, deal-team attribution, and incentive credit.

You will perform Excel-heavy calculations, reconciliations, lookups, PivotTables, and transaction-level verifications; compare data across legacy, Salesforce, and incentive processes;

Qualifications

• Expert-level Excel and data analysis, with pivot tables, lookups, and reconciliations.
• Experience with incentive compensation in banking/financial services.
• Ability to validate revenue, funds, deal-team attribution, and incentive credit.
• Familiarity with Salesforce data flows and incentive processes.

Responsibilities

• Validate 500–600 transactions per month and confirm incentive credit.
• Perform complex Excel calculations, reconciliations, lookups, and PivotTables.
• Compare data between legacy system, Salesforce, and incentive processes.
• Investigate discrepancies and communicate findings to stakeholders.
• Support parallel testing and migration analytics.
• Provide analytic support across retail, indirect lending, and mortgage.

Skills

Excel expert

Large data handling

Incentive compensation experience

Salesforce data experience

Data reconciliation

Communication with leadership

Attention to detail

Problem solving

Banking/Wealth management background

Varicent or similar systems

Migration/parallel testing experience

Audit/documentation support

Education

Tools

Salesforce

Varicent

Microsoft Access

Job description

Job Description

Support the Wealth division during the transition from a roughly 25-year-old legacy system to SalesforceValidate approximately 500–600 transactions per month, confirming client information, funds/revenue, deal-team members, and proper incentive creditPerform Excel-heavy calculations, reconciliations, lookups, PivotTable analysis, and transaction-level verificationCompare data moving between the legacy environment, Salesforce, and incentive compensation processesInvestigate discrepancies by determining what information is missing, why it is missing, and how it should be correctedReach out by phone and email to business partners, directors, and leadership to verify information and resolve data issuesSupport parallel testing between the legacy and new environments, comparing outputs and identifying why calculations or incentive results do not alignAnalyze data from the old and new systems to identify gaps, trends, and migration issuesHelp ensure accurate sales reporting and incentive compensation throughout the system transitionProvide additional analytical support across areas such as retail, indirect lending, and mortgage

Skills and Requirements

• Expert-level Excel skills, including complex formulas/calculations, PivotTables, VLOOKUP/XLOOKUP, INDEX/MATCH, data validation, and reconciliation
• Experience working with large datasets and performing detailed transaction-level analysis
• Incentive compensation or variable compensation experience, preferably within banking or financial services
• Financial and analytical acumen with the ability to validate revenue, funds, deal-team attribution, and incentive credit
• Salesforce experience, particularly working with data coming from or moving into Salesforce
• Strong reconciliation skills with the ability to compare information across legacy and new systems and identify discrepancies
• High-level self-starter who can contribute immediately without requiring a 30/60/90-day training period
• Strong attention to detail and accuracy when validating approximately 500–600 transactions per month
• Excellent written and verbal communication skills with the professionalism to contact directors, leadership, and other stakeholders to resolve missing or incorrect information
• Strong critical thinking and problem-solving skills
• Banking experience, ideally within Wealth Management, Trust, or related financial services areas
• Experience with incentive compensation platforms such as Varicent or similar compensation management systems
• Experience supporting a legacy-system-to-Salesforce migration
• Experience with financial reporting platforms or business intelligence tools
• Microsoft Access experience
• Experience supporting control documentation, testing, audit activities, or parallel-system validation
• Understanding of sales reporting and how transactional data flows into incentive compensation calculations

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 the recruiting process, please send a request to [e-mail].