Job description

Position Summary: The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes Primary 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 Required Qualifications: Bachelor s degree in Finance, Business Analytics, or a related field Skills and Competencies: Strong proficiency with Excel and data visualization/reporting tools Experience with SQL or similar data querying skills Strong analytical and problem-solving skills High attention to detail and data accuracy Ability to communicate data insights clearly to non-technical stakeholders Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization Physical Requirements: Ability to sit or stand for extended periods while working at a computer Compensation Range: $65,000-70,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Requirements

Must-haves

The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes
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
Bachelor s degree in Finance, Business Analytics, or a related field
Strong proficiency with Excel and data visualization/reporting tools
Experience with SQL or similar data querying skills
Strong analytical and problem-solving skills
High attention to detail and data accuracy
Ability to communicate data insights clearly to non-technical stakeholders
Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization
Ability to sit or stand for extended periods while working at a computer
$65,000-70,000
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Flexible PTO policy
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sqlai

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave