Wealth Data Analyst: Excel, Salesforce & Incentive

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

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;