Data Analyst - Finance
The Data Analyst in Finance at Confidential Client is responsible for developing and deploying data analysis tools, reports, and dashboards to support finance operations. This role involves SQL scripting, data mining, and predictive modeling, including churn analysis, while collaborating with multiple business units to improve processes and deliver actionable insights under general supervision.
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, Insurance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This role reports into Finance and delivers data-driven reporting, analysis, and tools that support business decisions across Finance and related business partners. You will use SQL and scripting (Python/R) to prepare, validate, and analyze large datasets; build dashboards and production reports; and help develop predictive models (e.g., churn). You will work under general supervision and collaborate with senior analysts and cross-functional teams to deliver reliable analytics solutions.
- Develop, test, and maintain SQL queries and reporting pipelines (Teradata, Snowflake, or similar).
- Build dashboards and visualizations in Tableau and generate ad-hoc reports in Excel.
- Clean, validate, and document data sources and business logic; perform root-cause analysis for data issues.
- Support user-acceptance testing and production deployments for analytics assets.
- Help design, implement, and monitor a predictive churn model and related indicators.
- Collaborate with Big Data, Marketing, Product, and Finance stakeholders to translate business questions into analytics deliverables.
- Troubleshoot complex data problems and propose practical solutions to improve reporting accuracy and timeliness.
Qualifications
- Bachelor’s degree or equivalent combination of education and experience.
- 1–3 years of experience in a corporate data/analytics or finance analytics role.
- Strong SQL skills and experience querying large data sets.
- Advanced Excel skills (macros, complex calculations; VBA a plus).
- Experience building dashboards with Tableau or similar BI tools.
- Familiarity with Python or R for data manipulation and analysis.
- Experience or exposure to cloud data platforms (AWS, Snowflake) and ETL concepts.
- Strong written and verbal communication skills; ability to present findings clearly.
- Ability to learn new systems and adapt to changing data environments quickly.
Preferred / Nice to Have
- Experience with Teradata or similar enterprise data warehouses.
- Prior work on predictive churn models or statistical modeling projects.
- Experience performing UAT and documenting production processes.
- Comfort with data validation, reconciliation, and incentive/forecast calculations.
Compensation & Benefits
- Salary range: $74,500 — $99,500 (annual). This range is provided in compliance with applicable pay-transparency requirements.
- Eligible for incentive program based on organization, team, and individual performance.
- Benefits typically include medical, dental, vision, 401(k) with company match, pension (where offered), tuition assistance, paid parental leave, PTO, floating holidays, wellness programs, and employee discounts. Exact benefits and eligibility will be provided by the Confidential Client.
Work Location & Legal Notices
- Location: Costa Mesa, CA — this role will be based in Costa Mesa, California. Any remote or flexible work arrangements will be confirmed by the Confidential Client during hiring.
- The Confidential Client participates in E-Verify and will consider qualified applicants, including those with criminal histories, in accordance with applicable federal, state, and local laws (including California fair-chance hiring requirements where applicable).
Why Careertakes & This Opportunity
This is a hands-on opportunity for an early-career analyst to grow technical skills (SQL, Python, Snowflake/AWS, Tableau) while delivering high-impact finance reporting and predictive analytics. You’ll work with experienced analytics and business partners and contribute to projects that influence membership and financial outcomes.
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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