Financial Data Analyst

Insight Global; United States; On-site; USD 48,000 - 52,000; Full time

Job summary

Insight Global is seeking a detail-oriented Data Analyst to support an Incentive Compensation and Finance transformation initiative. You will validate, cleanse, reconcile, and analyze data as we migrate from a legacy system to Salesforce.

The role requires strong Excel expertise and the ability to work with large, complex datasets, partnering with Finance, Operations, and stakeholders to resolve discrepancies and ensure data accuracy throughout the migration.

Qualifications

• 2+ years of experience in Data Analysis or related analytical roles.
• Experience with incentive compensation data and financial datasets.
• Strong Excel skills including INDEX/MATCH, data validation, and reconciliation.
• Ability to work with large datasets and identify data quality issues.
• Excellent communication and stakeholder engagement skills.

Responsibilities

• Validate and reconcile sales, client, account, revenue, and incentive data during migration.
• Analyze large data volumes to identify discrepancies, gaps, trends, and root causes.
• Cross-reference data between legacy systems, Salesforce, and downstream reporting tools.
• Support testing between legacy and new platforms to ensure data integrity.
• Perform complex spreadsheet analyses and create reconciliations and reports.
• Investigate missing or incomplete records and coordinate with partners to obtain data.
• Communicate findings to directors, managers, and stakeholders via phone and email.
• Assist with documentation, controls, audit support, and testing activities.
• Provide recommendations to improve data quality and reporting accuracy.

Skills

Data analysis

Financial analysis

Business analytics

Incentive compensation

Advanced Excel

INDEX/MATCH

Excel formulas

Tools

Salesforce

Microsoft Access

Varicent

Xactly

Anaplan

SAP Commissions

Oracle ICM

Job description

Duration: 6-Month Contract (Strong potential for extension)

Start Date: ASAP

Interview Process: 2 Rounds

Pay: $35-38/hr based on experience

Overview

We are seeking a detail-oriented Data Analyst to support a critical Incentive Compensation and Finance transformation initiative. This individual will play a key role in validating, cleansing, reconciling, and analyzing data as the organization transitions from a legacy compensation system to Salesforce.

The ideal candidate combines strong analytical skills with advanced Excel expertise and can confidently work with large, complex datasets. This person will partner with Finance, Operations, and business stakeholders to investigate data discrepancies, identify missing information, perform reconciliations, and ensure data accuracy throughout the migration process.

This is a highly visible role requiring strong communication skills, professional stakeholder engagement, and the ability to operate independently in a fast-paced environment.

Key Responsibilities

• Validate and reconcile sales, client, account, revenue, and incentive compensation data during a system migration initiative.
• Analyze large volumes of data to identify discrepancies, gaps, trends, and root causes.
• Cross-reference data between legacy systems, Salesforce, and downstream reporting tools.
• Support parallel testing efforts between legacy and new platforms to ensure data consistency and integrity.
• Perform complex spreadsheet analysis, reporting, and reconciliation activities using advanced Excel functions.
• Investigate missing or incomplete records and coordinate with business partners to obtain required information.
• Communicate professionally with directors, managers, and other business stakeholders through phone and email outreach.
• Support incentive compensation calculations, validation exercises, and reporting activities.
• Assist with documentation, controls, audit support, and testing activities as needed.
• Provide recommendations to improve data quality, reporting accuracy, and operational processes.

Required Qualifications

• 2+ years of experience in Data Analysis, Financial Analysis, Business Analysis, Incentive Compensation, or related analytical functions.
• Advanced Microsoft Excel skills, including:
• INDEX/MATCH
• Complex formulas and calculations
• Data validation and reconciliation
• Experience working with large datasets and performing detailed analysis.
• Strong financial and analytical acumen.
• Demonstrated problem-solving and critical-thinking skills.
• Excellent attention to detail and commitment to data accuracy.
• Strong written and verbal communication skills.
• Ability to work independently with minimal supervision.
• Proven ability to manage multiple priorities and meet deadlines.

Preferred Qualifications

• Experience supporting incentive compensation, commission, or variable compensation programs.
• Experience working within banking, wealth management, retail banking, mortgage, or financial services environments.
• Salesforce experience, particularly supporting reporting, data validation, or system migrations.
• Microsoft Access experience.
• Experience with large-scale data migration, system conversion, or transformation initiatives.
• Exposure to financial reporting, business intelligence, or analytics tools.
• Experience supporting audit controls, documentation, testing, or compliance-related activities.
• Knowledge of Incentive Compensation Management (ICM) platforms such as:
• Varicent
• Xactly
• Anaplan
• SAP Commissions
• Oracle Incentive Compensation

Ideal Candidate Profile

• The successful candidate is a self-starter who enjoys digging into data, finding answers, and solving complex business problems. They are comfortable working through ambiguity, communicating with senior stakeholders, and conducting detailed reconciliations during a high-priority system conversion initiative. Prior exposure to incentive compensation programs or financial services environments will be highly valued.