Data Analyst

Summit Financial, LLC

Summit Financial, LLC is a prominent financial services firm looking to enhance operational efficiency through data management. This role is pivotal in ensuring accurate data compilation and document automation. The data analyst will join a dedicated team focused on optimizing processes and supporting client needs.

In this role you can expect to have the responsibilities:

• Compile data from various spreadsheets and sources.
• Ensure data accuracy and consistency.
• Clean and standardize data.
• Structure data into a master sheet.
• Use formulas to derive necessary data insights.
• Create visualizations like charts and graphs.
• Prepare data for DocuSign integration.
• Troubleshoot data export issues.
• Document data processes and provide user support.

This role comes with the following benefits:

• 401(k)
• 401(k) 3% Match
• AD&D insurance
• Dental insurance
• Disability insurance
• Family leave
• Flexible spending account
• Health insurance
• Life insurance
• Paid holidays
• Paid sick time
• Paid time off
• Prescription drug insurance
• Vision insurance

This role requires you to have:

• Advanced Microsoft Excel skills.
• Strong analytical abilities.
• Exceptional customer service skills.
• Attention to detail.
• Effective organizational and time management skills.
• Adaptability to fast-paced environments.
• Comfortable with client-facing presentations.

You would benefit from having:

• Experience with data management tools.
• Knowledge of SQL and electronic signature platforms like DocuSign.
• Ability to recommend streamlining processes.
• Collaboration with stakeholders.
• Experience in financial services or technology.

The job offers a hybrid work arrangement in Parsippany-Troy Hills, NJ, adhering to an 8-hour shift from Monday to Friday. A bachelor's degree and 3+ years of relevant experience are preferred.