Data Analyst
The Data Analyst at Confidential Client is responsible for analyzing customer data to generate actionable insights that improve customer experiences and support business decisions. This role involves creating and automating reports and dashboards, collaborating with multiple teams to resolve customer issues, and ensuring data accuracy and compliance with security policies.
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, Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring a Data Analyst to turn customer and operational data into clear, actionable insights that improve client satisfaction, drive product adoption, and support revenue growth. You will build and maintain reports and dashboards, reconcile and clean customer data, support quarterly business reviews (QBRs), and work closely with Customer Success and cross-functional teams to resolve data issues.
- Collect, validate, and reconcile month-end and ad-hoc reports with customer data
- Design, build, and maintain Power BI dashboards and visualizations for internal and external stakeholders
- Write and optimize SQL queries for analysis and reporting; participate in data modeling activities
- Automate recurring reporting and reporting workflows to reduce manual effort and increase reliability
- Conduct customer-level performance analysis to identify opportunities for increased loan volume and retention
- Perform root-cause analysis on recurring data errors and implement fixes or process improvements
- Support the QBR process by preparing data packages, visualizations, and executive summaries
- Serve as a liaison between customers and internal teams—translate technical findings into clear, actionable recommendations
- Triage tier 1 support tickets, escalate appropriately, and document handoffs for efficient Tier 2 resolution
Key Responsibilities & Collaboration
- Collaborate with Data Specialists, Customer Success, Professional Services, and Loan Accounting to ensure issues are routed and resolved efficiently
- Interact with customers and internal stakeholders to gather data requirements, feedback, and context
- Maintain high standards for data quality, documentation, and reproducibility of analyses
- Follow Confidential Client security and compliance policies when handling customer information
Qualifications
- 2+ years of hands-on experience with Power BI and SQL
- Bachelor’s degree in Data Science, Statistics, Mathematics, Business Analytics, Computer Science, or a related field (or equivalent experience)
- Strong analytical skills and experience interpreting complex datasets to identify trends and opportunities
- Experience with data modeling and relational databases
- Familiarity with ticketing systems, queues, and structured support workflows
- Proficient with Microsoft Excel and basic reporting/visualization tools
- Excellent written and verbal communication skills; ability to explain data results to non-technical audiences
- Attention to detail, problem-solving mindset, and a customer-focused approach
Location & Employment Type
- Location: Franklin, TN (on-site / local to Franklin preferred)
- Employment type: Full-time
Core Values
Confidential Client looks for teammates who:
- Own the outcome — take accountability and follow through to resolution
- Do the right thing — make ethical, compliant decisions
- Are self-starters — act with urgency and initiative
- Are naturally curious — dig into data and processes to improve outcomes
- Strive to make things better — continuously improve processes and reduce friction
Measures of Success
- Timely and effective ticket management with SLAs met for Tier 1 items
- High-quality communication and client experience reflected in stakeholder feedback
- Correct escalation and documentation enabling fast Tier 2 resolution
- Reduction in repeat and avoidable tickets through process and data fixes
- Reliable, actionable reporting that stakeholders trust for decision making
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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