Job Description

** Only candidates local to IL will be considered**

Data Analyst (Finance)

Our client in the insurance industry is seeking a Data Analyst (Finance) to join their growing finance team. This is a newly created role focused on supporting financial reporting, data integrity, and cross-system data workflows as the organization continues to modernize its systems and reporting infrastructure.

This role is ideal for an early-career professional with 1–3 years of experience who has a strong foundation in data analysis, reporting, and financial data , and is comfortable working across multiple systems to ensure accurate, reliable insights for the business.

Role Overview

This position sits at the intersection of finance, data, and systems , supporting the finance team by managing and transforming data across platforms, maintaining reporting processes, and ensuring data accuracy across systems.

You will work closely with the FP&A Manager and finance leadership to support reporting needs, improve workflows, and contribute to ongoing system enhancements.

Key Responsibilities

Data & Reporting

• Collect, validate, and consolidate data from multiple systems into centralized reporting outputs
• Build, maintain, and update recurring financial and operational reports (primarily in Excel and reporting tools)
• Support dashboard development and reporting workflows (Tableau or similar tools)
• Respond to internal data requests, providing accurate and timely reporting

Data Transformation & Systems

• Work with data across multiple systems, ensuring consistency and accuracy
• Support data transformation processes (ETL-style work), including cleaning, structuring, and validating data
• Assist in maintaining and improving data workflows across platforms
• Support data cleaning efforts using internal systems (e.g., FileMaker or similar tools)

Finance & Data Integrity

• Assist with financial data validation, ensuring accuracy across reporting outputs
• Support month-end reporting processes and financial analysis
• Identify discrepancies, inconsistencies, and data integrity issues across systems

Process Improvement

• Identify opportunities to automate or streamline reporting processes (e.g., VBA, scripting, or workflow improvements)
• Document recurring processes and improve reporting efficiency
• Collaborate with cross-functional teams to improve data flow and reporting accuracy

Qualifications

Experience

• 1–3 years of experience in data analysis, financial analysis, reporting, or a related field
• Experience working in larger or mid-sized organizations with multiple systems and stakeholders preferred

Technical Skills

• Strong Excel skills (formulas, lookups, pivot tables; VBA is a plus)
• Experience with data querying or transformation tools (SQL, ETL processes, or similar concepts)
• Experience with data visualization tools (Tableau, Power BI, or similar)
• Familiarity with databases or structured data environments (e.g., Access, data warehouses)
• Ability to work with and integrate data from multiple systems

Finance & Business Knowledge

• Exposure to financial data, reporting, or accounting concepts
• Experience working with financial datasets or supporting finance teams

Professional Skills

• Strong attention to detail and commitment to data accuracy
• Ability to manage multiple priorities and meet recurring deadlines
• Comfortable working in a fast-paced, evolving environment
• Strong communication skills and ability to collaborate across teams
• Curious mindset with a focus on understanding the “why” behind data

Compensation & Benefits

• Base salary: $60,000 – $75,000 (depending on experience)
• Eligible for an annual bonus program
• Comprehensive benefits package

Work Environment

• Initial in-office onboarding and training
• Transition to primarily remote work
• 1–2 days per month in office for team meetings and collaboration

What Makes This Role Unique

• Opportunity to work at the intersection of finance and data systems
• Exposure to multiple platforms and reporting tools
• Ability to contribute to process improvements and system modernization
• High visibility with finance leadership in a growing team

At NextPlay Jobs, we believe great recruiting is personal, not transactional. We connect high-performing talent with companies where they can make the biggest impact — and grow along the way.

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