
Financial Data & Reporting Specialist
Integrity Marketing Group LLC
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
Visit company websiteExplore more
Salary
💰 $60,000 - $70,000 per year
About the role
- Maintain, update, and validate operational records and datasets.
- Perform routine audits to ensure data accuracy, completeness, and consistency.
- Support documentation of data sources, data dictionaries, and process workflows.
- Assist in monitoring data quality metrics and reporting discrepancies.
- Organize and maintain structured and unstructured datasets for analysis and reporting.
- Communicate KPI metrics to internal leaders and external partners on varying distribution schedules.
- Maintain and update plan participant records.
- Support leaders with production modeling, analysis, and documentation.
- Support development and maintenance of ETL documentation, including workflow diagrams and SOPs.
- Perform basic data transformations using excel, or scripting tools as directed.
- Help validate outputs of automated ETL pipelines to ensure accuracy before downstream use.
- Assist in testing updates to ETL workflows and documenting results.
- Assist in the review and analysis of revenue, contract, and production data.
- Prepare monthly reporting packages for leadership.
- Support the Finance Manager during weekly financial results meetings.
- Contribute to Ad Hoc financial models, and strategic planning.
- Support the development of financial dashboards and reports using Excel, Power BI, and other tools.
- Use data tools to improve process efficiency and data accuracy.
Requirements
- Advanced Excel skills (VLOOKUP/XLOOKUP, PivotTables, basic formulas) required.
- Experience with Power BI or similar analytics tools (preferred).
- Python proficiency for data automation, modeling, or analytics (preferred).
- Strong attention to detail and ability to manage large datasets.
- Familiarity with ETL concepts and data workflows.
- Strong analytical thinking and problem‑solving abilities.
- Ability to communicate clearly with technical and non‑technical stakeholders.
- Ability to work collaboratively and manage multiple priorities.
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability Compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ExcelVLOOKUPXLOOKUPPivotTablesPythonETLdata transformationdata analysisdata validationfinancial modeling
Soft Skills
attention to detailanalytical thinkingproblem-solvingcommunicationcollaborationtime managementorganizational skills