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Data Analyst
Summit Financial, LLC

  • Parsippany-Troy Hills, NJ 07054, United States
  • Full-time
  • Hybrid
  • No Salary Information Available
Posted 1 day ago

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.

The content on this page is not written or managed by Alooba. Please reach out to Summit Financial, LLC directly for any addtional information regarding this role.

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