Financial Data Analyst | Insights, Dashboards & Growth

Apex North Partners; Kansas City (MO); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Professional development opportunities

Competitive compensation

Job summary

Apex North Partners, a Kansas City, MO-based financial services firm, seeks a Data Analyst for a full-time role. You will analyze complex financial data, develop dashboards, and provide insights to support investment decisions.

You will collaborate with financial analysts and advisors in a modern Kansas City office, leveraging Excel, SQL, Tableau, and Power BI to drive data accuracy and reveal trends. A strong degree in finance/economics or related fields is required.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Proficiency in data analysis tools like Excel, SQL, and Tableau is essential.
• Strong problem-solving skills and attention to detail required.
• Proven experience in data analysis and interpretation of financial data.

Responsibilities

• Analyze complex financial data to provide insights and support investment decision-making.
• Develop and maintain data models and dashboards to visualize KPIs.
• Collaborate with cross-functional teams to ensure data accuracy and integrity.

Skills

Excel

SQL

Analytical skills

Attention to detail

Education

Bachelor's degree in Finance or Economics or related field

Bachelor's degree in Data Science / CS / Statistics or related field

Tools

Tableau

Power BI

Job description

Apex North Partners, a Kansas City, MO-based financial services firm, seeks a Data Analyst for a full-time role. You will analyze complex financial data, develop dashboards, and provide insights to support investment decisions.

You will collaborate with financial analysts and advisors in a modern Kansas City office, leveraging Excel, SQL, Tableau, and Power BI to drive data accuracy and reveal trends. A strong degree in finance/economics or related fields is required.