Data Analyst (Remote)

Wealth Enhancement is an independent wealth management firm seeking a Data Analyst to analyze and interpret data to drive business decision-making. The role involves partnering with stakeholders across the organization and helping build a new data ecosystem while advancing analytics capabilities.

Requirements

• 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

Benefits

• Comprehensive Benefits Offerings
• 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)

Tagged as: Data Analysis