Data Analyst
The Data Analyst at Confidential Client supports engagement teams and firm leadership by extracting, manipulating, and analyzing complex datasets to generate actionable insights. This role involves building reusable data workflows, creating dashboards, and analyzing both internal operational data and external regulatory datasets to support client service, business development, and strategic decision-making. The position requires strong analytical skills, proficiency in Excel, SQL, and data visualization tools, and the ability to communicate technical findings to non-technical stakeholders in a hybrid work environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
The Confidential Client seeks a Data Analyst to support engagement teams and firm leadership by turning complex datasets into clean, actionable outputs. You will work with client-provided files and public regulatory datasets, build repeatable workflows and dashboards, and deliver clear analysis for non-technical stakeholders.
- Assist engagement teams with data extraction, cleansing, reconciliation, and reformatting of client datasets (GL detail, payroll registers, membership rosters, contribution files, AP/AR, tax data, etc.).
- Design, build, and maintain reusable datasets by integrating data from APIs, firm systems, databases, and external sources.
- Build repeatable data workflows (sampling, testing, trend analysis, reconciliations) to streamline recurring engagement tasks.
- Create dashboards and reports (Power BI, Tableau, Excel) that surface key metrics and trends for teams and clients.
- Run analytics to identify miscoded transactions, outliers, duplicates, and other anomalies for follow-up.
- Analyze firm operational data (realization, utilization, WIP, billing, collections, staffing, engagement profitability) to support management reporting and resource planning.
- Extract, clean, and analyze public regulatory datasets (Form 5500, LM-2, Census data) to generate benchmarks and industry insights.
- Build benchmarking tools and comparative analyses for business development and client conversations.
- Present findings in user-friendly formats (Excel workbooks, dashboards, executive memos) with clear documentation and version control.
- Collaborate with IT and operations on data governance, source documentation, and reproducibility.
Compensation
- Salary Range: $80,000 – $95,000 (depending on experience)
Required Qualifications
- Bachelor’s degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or a related field.
- 2+ years of experience in a data analyst or similar role.
- Advanced Excel (Power Query, pivot tables, advanced formulas) and strong SQL skills.
- Experience with data visualization tools such as Power BI or Tableau.
- Strong analytical and problem-solving skills with high attention to detail.
- Excellent written and verbal communication; able to translate technical findings for non-technical audiences.
- Ability to manage multiple projects and priorities across service lines.
- Discretion handling confidential client and firm data; collaborative, service-oriented mindset.
- Applicants must currently reside within the Washington, DC metropolitan area to be considered.
- Candidates must be authorized to work in the United States without current or future employer sponsorship.
Preferred Qualifications
- Experience in or with public accounting, professional services, or regulated industries.
- Familiarity with accounting systems (QuickBooks, Sage Intacct, NetSuite) or audit/tax workflows.
- Prior work with Form 5500, LM-2, or other regulatory datasets.
- Exposure to Python, R, Alteryx, or other data-manipulation platforms.
- Familiarity with AI-enabled analytics tools and automation.
Position Type & Work Environment
- Employment type: Full-time, permanent.
- Work environment: Professional office with hybrid flexibility. Standard office equipment provided (computers, dual monitors, collaboration tools).
- Travel: Minimal; occasional local or overnight travel to other offices or client sites may be required.
Other Details
This role supports both client engagements and internal operations. Duties and responsibilities may change over time. This job description is not all-inclusive.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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