Client Data Analyst
Cerity Partners
Chicago, ILFresher37m agovia LinkedIn
About the Role
The Client Data Analyst analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes.
Key Responsibilities
- Maintain data quality and integrity across client data systems.
- Build and maintain reports and dashboards for internal stakeholders.
- Partner with business teams to understand client data and reporting needs.
- Support ad hoc data requests and special analytical projects.
- Document data definitions and reporting processes.
- Identify opportunities to improve data quality and reporting efficiency.
Requirements & Tech Stack
- Excel
- Data visualization/reporting tools
- SQL or similar data querying skills
- Mainstream AI tools (e.g., Claude, ChatGPT)
Qualifications
- Bachelor's degree in Finance, Business Analytics, or a related field.
- Strong analytical and problem-solving skills.
- High attention to detail and data accuracy.
- Ability to communicate data insights clearly to non-technical stakeholders.
- Interest in applying AI tools to data analysis and visualization.
Physical Requirements: Ability to sit or stand for extended periods while working at a computer.