Senior Data Analyst

MarshBerry; Woodmere (OH); Hybrid; USD 90,000 - 110,000; Full time

Job summary

MarshBerry, a subsidiary of Lincoln International, is growing and seeking a Senior Data Analyst to translate complex information into clear, actionable insights for internal teams and external clients. This role is based in Beachwood, OH with a hybrid schedule and Friday remote option.

The position combines hands-on data stewardship, detailed analysis, research and writing, and continuous improvement of the metrics, methodologies and tools supporting MarshBerry’s Intellectual Capital products

Qualifications

• Bachelor’s degree preferred; combos considered.
• 2–5 years of data collection, management and analysis.
• Strong Microsoft Office, especially Excel and PowerPoint; Power BI a plus.

Responsibilities

• Maintain, validate and enhance proprietary MarshBerry datasets, ensuring data quality, consistency, completeness and confidentiality.
• Conduct fact finding, data gathering and detailed analysis; identify trends and synthesize findings into accurate, client-ready reports, presentations and written summaries.
• Support internal and external client projects, benchmarking analyses, market research, surveys and special data requests from scoping through delivery.
• Develop a strong understanding of MarshBerry’s data, methodologies, products and services.
• Identify opportunities to improve existing data, workflows, methodologies and reporting; proactively recommend new metrics, analyses and ways to make insights more useful.
• Complete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
• Perform special projects and other tasks as assigned.

Skills

Data analysis

Analytical thinking

Client-focused mindset

Education

Bachelor’s degree in Accounting, Finance, Economics, Statistics or Mathematics

Tools

Excel

PowerPoint

Power BI

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Senior Data Analystto join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

MarshBerry is currently seeking a Senior Data Analyst for our Beachwood, OH office. The Senior Data Analyst will translate complex information into clear, actionable insights for internal teams and external clients. This role combines hands‑on data stewardship, detailed analysis, research and writing, and continuous improvement of the metrics, methodologies and tools that support MarshBerry’s Intellectual Capital products and services. The ideal candidate is proactive, self-motivated, curious and client-focused, with an interest in learning deal transaction terminology and processes and private markets.

This is a hybrid position. The identified candidate will work in the office Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• Maintain, validate and enhance proprietary MarshBerry datasets, ensuring data quality, consistency, completeness and confidentiality.
• Conduct fact finding, data gathering and detailed analysis; identify trends and synthesize findings into accurate, client-ready reports, presentations and written summaries.
• Support internal and external client projects, benchmarking analyses, market research, surveys and special data requests from scoping through delivery.
• Develop a strong understanding of MarshBerry’s data, methodologies, products and services.
• Identify opportunities to improve existing data, workflows, methodologies and reporting; proactively recommend new metrics, analyses and ways to make insights more useful.
• Complete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
• Perform special projects and other tasks as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics or Mathematics preferred; equivalent combinations of education and experience will be considered.
• 2-5 years of experience collecting, managing and analyzing data; prior experience in finance, investment banking or consulting is a plus.
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint; experience with PowerBI is a plus.

Other:

• Analytical and critical-thinking skills, with a proactive approach to identifying issues and improving processes.
• Curiosity, initiative and self-motivation, with the ability to prioritize work and make sound decisions independently.
• Strong attention to detail and commitment to delivering accurate, client-ready work on schedule.
• Client-focused mindset and strong written and verbal communication skills, including the ability to synthesize technical findings for different audiences.
• Ability to handle confidential, sensitive, and proprietary information with sound judgment and discretion, ensuring client and company data is protected.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising, as well asFinancial ConsultinginStrategic Planning,Valuations, andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth Consulting, Executive Peer Exchange, Agency Network andMarket Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

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• Best Companies Group - Inclusive Workplace
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.