Data Analyst (Finance)

Overview

This role serves as the primary analytical and data-process partner between the data team and the Finance team. The position ensures financial data delivered from the organization’s enterprise data warehouse (EDW) is accurate, complete, timely, and usable for accounting, reporting, and ad hoc analysis.

The role owns the day-to-day operation of the existing daily finance ETL accounting process while it remains in use, compares EDW output to that process, investigates and explains differences, and establishes repeatable validations for premium, commissions, taxes, fees, payments, and other policy transaction data.

Responsibilities

• Run, monitor, and troubleshoot the existing daily finance ETL accounting process while it remains in use, producing policy transactions and monetary amounts across premium, taxes, and fees.
• Compare EDW financial data to the current finance ETL outputs and reconcile results at the appropriate policy, transaction, coverage, or other business grain.
• Investigate variances and identify root causes such as missing or duplicated transactions, timing differences, incorrect signs, mappings, joins, effective dates, transformation logic, or source-data defects.
• Use significant SQL to query, validate, and transform policy, premium, commission, payment, tax, fee, and related financial data; develop reusable queries and process components.
• Establish, document, and maintain automated validation rules, reconciliation checks, reasonableness tests, and exception reporting for financial data delivered from the EDW.
• Provide Finance with accurate, timely recurring data, reports, reconciliations, and supporting schedules for accounting, reporting, close, and operational needs.
• Partner with Finance to define financial metrics, transaction treatments, data definitions, accounting assumptions, and acceptance criteria for EDW outputs.
• Collaborate with data engineers to trace source-to-target logic, recommend field-level changes, validate fixes, and support reliable production processes.
• Develop strong working knowledge of the EDW data model, including the insurance policy lifecycle, transaction data, source systems, data layers, grains, and relationships needed for financial reporting.
• Help define how paid data is sourced, ingested, modeled, validated, and made available in the EDW, including required history, timing, grain, and financial attributes.
• Support portfolio/program health check reporting through data preparation, KPI reporting, and process improvements.
• Perform ad hoc analyses for Finance; quantify business impacts, explain trends, and translate findings into clear takeaways.
• Create process flows, SQL documentation, data dictionaries, reconciliation procedures, and issue logs to support repeatability and shared understanding.

Required Qualifications

• 4+ years of experience in finance data analysis, financial reporting, accounting analytics, business intelligence, or related analytical roles.
• 2+ years of experience working with commercial or specialty insurance, including policy, premium, commission, paid, tax, fee, or other transaction data.
• Working knowledge of insurance concepts, including premium and commission transactions, taxes, fees, and reconciliations.
• Strong SQL skills, including complex joins and aggregations, financial reconciliations, data validation, and development of reusable queries or processes.
• Experience comparing data across systems or ETL processes and diagnosing root causes of discrepancies.
• Experience building or maintaining recurring reports, validation checks, or financial data controls using SQL, Excel, BI, or similar tools.
• Strong critical thinking, attention to detail, communication, and documentation skills, with the ability to explain technical issues and financial results to Finance and Data stakeholders.

Preferred Qualifications

• Experience supporting financial processes, planning, management reporting, or process automation.
• Experience with enterprise data warehouses, relational or dimensional data models, or data pipeline development.
• Familiarity with Databricks, PySpark, Python, Azure, or similar data engineering and development tools.
• Experience with Power BI or other BI tools, and with ERP, general ledger, premium accounting, policy administration, or billing systems.
• Bachelor’s degree in finance, accounting, economics, data analytics, information systems, or a related field, or equivalent experience; ability to travel up to 5% of the year.

Compensation & Benefits

• Medical, Dental, Vision
• 401K, 401K Match
• Life and Disability Benefits
• Unaccrued Paid Time Off
• 11 Paid Holidays
• Employee Discounts
• Employee Assistance Program
• Educational Assistance Program
• Employee Referral Program
• Paid Parental Leave

Location

• Remote (US-based)
• You must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa.

Working Conditions

• Requires a quiet work environment with regular sitting at a computer for extended periods of time.
• Occasional walking and standing, and lifting of up to 10 lbs.
• Regular use of hands and fingers.
• Frequent talking or hearing.
• Vision requirements: Close, distance, color, peripheral, focus and depth perception.

Additional Information

• Remote position. Planned, in-office activities may be required on occasion (typically 2–4x per year).