The Society of Actuaries is a professional organization dedicated to the advancement of actuarial science. They are seeking a Financial Data Analyst I to support data-driven work within the finance department, focusing on maintaining data accuracy and supporting reporting and analysis tasks.
Responsibilities
- Collect, validate, and maintain data across financial, CRM, and reporting systems (e.g., Sage Intacct, Salesforce)
- Execute recurring data pulls and updates for standard reports and dashboards
- Create, refresh, and maintain reports and visualizations
- Support routine staff requests for data, including counts, lists, and summaries
- Maintain product codes, rate codes, and related classifications to ensure data consistency
- Perform structured data validation and reconciliation to identify trends, anomalies, discrepancies, and data integrity issues across financial and reporting systems
- Assist with data preparation tasks related to reporting workflows, including light ETL-style activities where applicable
- Assist with generating projections, period-over-period comparisons, and trend analyses to support recurring financial reporting and planning activities
- Organize and document recurring processes, files, and reporting outputs
- Follow established procedures and meet recurring deadlines with accuracy and reliability
- Assist with ad hoc data requests or short-term analysis projects outside of standard reporting cycles
- Support data cleanup or one-time data correction efforts related to system transitions, audits, or special initiatives
- Participate in testing, validation, or user acceptance activities for new reports, dashboards, or system enhancements
- Assist with documenting or updating internal data definitions, process notes, or reference materials as needed
Skills
- Bachelor's degree (or expected completion) in finance, accounting, economics, business analytics, information systems, or a related field
- Internship, coursework, or academic project experience involving financial data or reporting systems
- Experience with Tableau or similar data visualization tools
- Familiarity with databases, data structures, or querying concepts (e.g., SQL)
- Exposure to data integration, transformation, or ETL concepts through coursework, projects, or internships
- Experience working with CRM or financial systems (e.g., Salesforce, Sage Intacct)
- Strong Excel skills, including formulas, lookups, and working with large datasets
- Experience creating or maintaining reports, dashboards, or data visualizations
- Strong attention to detail and commitment to data accuracy
- Ability to follow defined processes and manage recurring tasks
- Clear written and verbal communication skills
- Eagerness to learn and grow technical and business skills
- Strong organizational and time management skills
- Ability to take directions, ask thoughtful questions, and incorporate feedback
- Dependable, collaborative, and team-oriented approach to work
- Experience with Software & Systems: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce, Personify, Adobe Acrobat, Tableau, FileMaker, Sage Intacct
Benefits
- Competitive Compensation
- Generous Paid Time Off
- Professional Development
- Health and Wellness
- Disability Coverage
- Retirement Planning
- Maternal/Paternal Leave
- Flexible Work Environment
- Diversity and Inclusion
Company Overview
With roots dating back to 1889, the Society of Actuaries (SOA) is the world’s largest actuarial professional organization with more than 32,000 actuaries as members. It was founded in 1949, and is headquartered in Schaumburg, Illinois, USA, with a workforce of 51-200 employees. Its website is https://www.soa.org.