The Senior Data Analyst is responsible for analyzing financial data for management purposes.
Essential Functions of the Job:
- Collaborate with departments and offices to identify business objectives and data requirements to develop metrics/KPIs to support those objectives
- Collaborate with project leads to measure project effectiveness and track KPIs
- Execute data collection plans to support data exploration, hypothesis testing, and statistical modeling
- Perform data analysis of data from multiple sources, generate insights, and validate hypotheses developed during data exploration
- Present analytical results and data visualizations in a way that is meaningful for the Executive Leadership Team, Managers, and employees, and provide actionable insights
- Analyze ways internal employees leverage historical data to understand trends, answer questions, and create standardized report automation to reduce the need for ad hoc reporting
- Identify processes and procedures that are inefficient or repetitive and seek ways to streamline, eliminate, and automate them
- Perform special projects as requested by the Executive Leadership Team
- Perform functions of the Data Analyst I position as needed:
- Prepare linear charts and pie graphs using financial data as directed by management
- Analyze financial data for errors and discrepancies
- Build, organize, and create Office Snapshots for each branch office on a quarterly basis
- Gather and organize tax information for use on tax returns (federal and state)
- Prepare financial reports for use during audits (federal, state, workers’ compensation, etc.)
- Analyze and review due diligence documentation for potential acquisitions
- Assist with formulating budgets, forecasts, and projections
- Assist management with all other reporting requests as needed
- Work in an office environment on a full-time basis unless otherwise specified by the Executive Team
Requirements:
- Bachelor’s degree in Mathematics, Finance, or related field
- Advanced in Excel
- General knowledge and capability to operate office equipment
- Excellent oral and written communication skills
- Meet or exceed all essential functions of the job, including but not limited to, work performance goals
Physical Demands:
- Ability to remain in a stationary position for the duration of the workday
- Ability to move about the office, bend, and reach
- Ability to lift up to 25 pounds occasionally
Work Environment:
Generally, works in an office environment but may occasionally be required to perform job duties outside of the typical office setting if specified by the Executive Team.
