Data Analyst

🔥 13 hours ago

❄️ Minnesota – Remote

infoinfo

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📉 Data Analyst

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Logo of Wealth Enhancement Group

Wealth Enhancement Group

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 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 • Perform 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 • Strong written and verbal communication skills • Willingness to work CST hours • Must be authorized to work in the United States without the need for current or future employer-sponsored work authorization • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ 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)

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