Financial Data Analyst I

The Society of Actuaries is a professional organization dedicated to the advancement of actuarial science. They are seeking a Financial Data Analyst I to support data-driven work within the finance department, focusing on maintaining data accuracy and supporting reporting and analysis tasks.

Responsibilities

• Collect, validate, and maintain data across financial, CRM, and reporting systems (e.g., Sage Intacct, Salesforce)
• Execute recurring data pulls and updates for standard reports and dashboards
• Create, refresh, and maintain reports and visualizations
• Support routine staff requests for data, including counts, lists, and summaries
• Maintain product codes, rate codes, and related classifications to ensure data consistency
• Perform structured data validation and reconciliation to identify trends, anomalies, discrepancies, and data integrity issues across financial and reporting systems
• Assist with data preparation tasks related to reporting workflows, including light ETL-style activities where applicable
• Assist with generating projections, period-over-period comparisons, and trend analyses to support recurring financial reporting and planning activities
• Organize and document recurring processes, files, and reporting outputs
• Follow established procedures and meet recurring deadlines with accuracy and reliability
• Assist with ad hoc data requests or short-term analysis projects outside of standard reporting cycles
• Support data cleanup or one-time data correction efforts related to system transitions, audits, or special initiatives
• Participate in testing, validation, or user acceptance activities for new reports, dashboards, or system enhancements
• Assist with documenting or updating internal data definitions, process notes, or reference materials as needed

Skills

• Bachelor's degree (or expected completion) in finance, accounting, economics, business analytics, information systems, or a related field
• Internship, coursework, or academic project experience involving financial data or reporting systems
• Experience with Tableau or similar data visualization tools
• Familiarity with databases, data structures, or querying concepts (e.g., SQL)
• Exposure to data integration, transformation, or ETL concepts through coursework, projects, or internships
• Experience working with CRM or financial systems (e.g., Salesforce, Sage Intacct)
• Strong Excel skills, including formulas, lookups, and working with large datasets
• Experience creating or maintaining reports, dashboards, or data visualizations
• Strong attention to detail and commitment to data accuracy
• Ability to follow defined processes and manage recurring tasks
• Clear written and verbal communication skills
• Eagerness to learn and grow technical and business skills
• Strong organizational and time management skills
• Ability to take directions, ask thoughtful questions, and incorporate feedback
• Dependable, collaborative, and team-oriented approach to work
• Experience with Software & Systems: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce, Personify, Adobe Acrobat, Tableau, FileMaker, Sage Intacct

Benefits

• Competitive Compensation
• Generous Paid Time Off
• Professional Development
• Health and Wellness
• Disability Coverage
• Retirement Planning
• Maternal/Paternal Leave
• Flexible Work Environment
• Diversity and Inclusion

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