Data Analyst

🕒 May 21

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📉 Data Analyst

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Collect, clean, and validate data from multiple sources • Analyze datasets to identify trends, patterns, and actionable insights • Collaborate with stakeholders to gather business requirements and translate them into data-driven recommendations • Develop and maintain SQL queries and databases to support ongoing analyses • Present findings in a clear, concise manner suitable for non-technical audiences • Calculate key performance indicators (KPIs) and financial metrics to support strategic decision-making • All other duties as assigned.

🎯 Requirements

• Bachelor's degree (or equivalent experience) in data analytics, finance, statistics, mathematics, or a related field • Minimum of 2 years of experience in data analysis or a similar analytical role • Experience with data visualization tools (e.g., Tableau, Power BI) preferred • Strong understanding of finance principles and concepts • Proficiency in developing and executing SQL queries and maintaining Excel workbooks • Excellent analytical and problem-solving skills

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)