Finance & Banking Associate, Data Analyst

Responsibilities

Project Execution:

• Prioritizes & delivers all assigned project tasks per project timeline on‑time with quality results; performs tasks with a sense of urgency.

• Follows standard processes, templates & tools for building client materials.

• Identifies & communicates status, risks & issues impacting the quality or timeliness of work.

Pricing Analytics:

• Configures model with limited mentorship from project lead.

• Demonstrates interest and/or competence in tools needed to deliver project analysis (Excel, Power Pivot, and other analytical tools and software, etc.).

• Provides analysis as directed by team leads.

• Completes ad hoc data queries & analysis in Excel or other tools.

• Demonstrates superb attention to detail.

Client Engagement:

• High level of exposure to C‑suite leadership.

• Responsible for routine reporting including communication deck to clients.

• Presents analysis during internal client working sessions & with client.

• Ability to absorb constructive feedback to improve client deliverables.

• Demonstrates use of listening & questioning techniques to understand issues & problems.

Team Engagement:

• Collaborative thought partner with internal and external teams.

• Participates in all company growth initiatives.

• Be a role model of our culture and core values, both internally and externally.

• Active contributor to individual and team deliverables.

• Proactively manages quality of own work.

Qualifications

Education: Bachelor’s degree in Business, Finance, Management, Economics, Statistics, Actuarial Science, Data Science, Mathematics, Engineering, Computer Science or a related field

Experience:

• At least 2 years of professional experience doing data analysis on large complex data sets; an equivalent combination of professional experience and coursework, academic projects, internships or other directly relevant work may be considered.

• Proven experience planning, coordinating, and executing projects from initiation through completion, including managing timelines, resources, and stakeholders. Demonstrated experience presenting complex analysis to executive level clients is preferred.

Skills/Abilities:

• Proficient in computer applications including Excel, PowerPoint, etc.

• Upbeat, driven, and action‑oriented professional.

• Strong analytical and interpersonal skills, including a strong sense of personal accountability.

• High degree of ambition to perform in a dynamic environment.

Travel:

6-8 days per month target.

Compensation: the annual salary range for this position is $90,000 - $100,000, commensurate with skills and relevant experience. Employees may also be eligible to participate in the annual discretionary bonus program.

Benefits & Dynamic Rewards
:
Enjoy industry‑leading benefits and programs designed to enhance wellness and support work‑life harmony. Specifically, we offer a comprehensive benefits package including medical, dental and vision coverage (available from your start date), a 401(k) plan with company contribution, generous paid time off, and a range of professional development opportunities including a tuition reimbursement program. Eligible employees may also participate in annual merit increases and long‑term incentive program.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

INSIGHT2

PROFIT is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.

INSIGHT2

PROFIT is interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. This includes individuals with OPT or STEM OPT.