Sr. Financial Analyst / Data

Insight Global is seeking a Sr. Financial Analyst with 67 years of experience to support a client in the financial services sector. This role is responsible for compiling and analyzing financial information, developing integrated revenue and expense analyses, and preparing projections, reports, and presentations.
The successful candidate will:
Create and analyze monthly, quarterly, and annual reports to ensure accurate financial records
Identify trends and developments in the competitive landscape and present findings to senior management
Perform financial forecasting and internal account reconciliations
Lead and contribute to complex financial tasks and projects
Collaborate with stakeholders to execute and deliver on financial initiatives
This role is 60% focused on financial services work and 40% on data-related tasks. The ideal candidate will bring a hands-on approach, strong project execution experience, and the ability to work cross-functionally. Advisory experience is not required or preferred.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

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67 years of experience in a Financial Analyst role
Strong financial reporting, forecasting, and reconciliation skills
Experience working in the financial services industry
Hands-on project execution experience with stakeholder engagement
Advanced proficiency in: Power BI, Tableau, SQL, VBA, Excel
Excellent interpersonal and stakeholder management skills
Strong analytical thinking, attention to detail, and ability to deliver under pressure

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.