Finance Data Analyst - EDW & ETL Champion (Remote)

DataAnalystJobs

United States

Remote

USD 90,000 - 130,000

Full time

5 days ago

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Job summary

DataAnalystJobs is seeking a Finance Data Analyst in the United States to partner with the Finance team, ensuring EDW data accuracy and reliable finance ETL processes. The role focuses on validating transactions, reconciling results, and building automated checks to support accounting, reporting, and ad hoc analyses.

You will leverage SQL, Excel, and BI tools to translate Finance requirements into repeatable data workflows and documentation.

Qualifications

4+ years of experience in finance data analysis, financial reporting, accounting analytics, business intelligence, or related analytical roles.
2+ years of experience working with commercial or specialty insurance, including policy, premium, commission, paid, tax, or other transaction data.
Working knowledge of insurance concepts, including premium and commission transactions, taxes, fees, and reconciliations.
Strong SQL skills, including complex joins and aggregations, financial reconciliations, data validation, and development of reusable queries or processes.
Experience comparing data across systems or ETL processes and diagnosing the root causes of discrepancies.
Experience building or maintaining recurring reports, validation checks, or financial data controls using SQL, Excel, BI, or similar tools.
Strong critical thinking, attention to detail, communication, and documentation skills, with the ability to explain technical issues and financial results to Finance and Data stakeholders.

Responsibilities

Assume day-to-day responsibility for running, monitoring, and troubleshooting the existing daily finance ETL accounting process while it remains in use, producing policy transactions and monetary amounts across premium, taxes, and fees.
Compare financial data produced by the EDW with the current finance ETL outputs; reconcile results at the appropriate policy, transaction, coverage, or other business grain.
Investigate variances and pinpoint root causes such as missing or duplicated transactions, timing differences, incorrect signs, mappings, joins, effective dates, transformation logic, or source-data defects.
Use significant SQL to query, validate, and transform policy, premium, commission, payment, tax, fee, and related financial data; develop reusable queries and process components.
Establish, document, and maintain automated validation rules, reconciliation checks, reasonableness tests, and exception reporting for financial data delivered from the EDW.
Provide Finance with accurate and timely recurring data, reports, reconciliations, and supporting schedules for accounting, reporting, close, and operational needs.
Work closely with Finance as the primary business stakeholder to define financial metrics, transaction treatments, data definitions, accounting assumptions, and acceptance criteria for EDW outputs.
Partner with data engineers to trace source-to-target logic, recommend field-level changes, validate fixes, and support reliable production processes.
Build a strong working knowledge of the EDW data model, including the insurance policy lifecycle, transaction data, source systems, data layers, grains, and relationships needed for financial reporting.
Help define how paid data is sourced, ingested, modeled, validated, and made available in the EDW, including required history, timing, grain, and financial attributes.
Support portfolio / program health check reporting through data preparation, KPI reporting, and process improvements.
Perform ad hoc analyses for Finance; quantify business impacts, explain trends, and translate findings into clear takeaways.
Create process flows, SQL documentation, data dictionaries, reconciliation procedures, and issue logs to promote repeatability and shared understanding.