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Wealth Enhancement Group

Data Analyst

Wealth Enhancement Group

Data Analyst analyzing and interpreting data to drive business decision-making for Wealth Enhancement. Collaborating with stakeholders and building a new data ecosystem to advance analytics capabilities.

Posted 5/21/2026full-timeRemote • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Tech Stack

Tools & technologies
SQLTableau

About the role

Key responsibilities & impact
  • Collect, clean, and validate data from multiple sources
  • Analyze datasets to identify trends, patterns, and actionable insights
  • Collaborate with stakeholders to gather business requirements and translate them into data-driven recommendations
  • Develop and maintain SQL queries and databases to support ongoing analyses
  • Present findings in a clear, concise manner suitable for non-technical audiences
  • Calculate key performance indicators (KPIs) and financial metrics to support strategic decision-making
  • All other duties as assigned.

Requirements

What you’ll need
  • Bachelor's degree (or equivalent experience) in data analytics, finance, statistics, mathematics, or a related field
  • Minimum of 2 years of experience in data analysis or a similar analytical role
  • Experience with data visualization tools (e.g., Tableau, Power BI) preferred
  • Strong understanding of finance principles and concepts
  • Proficiency in developing and executing SQL queries and maintaining Excel workbooks
  • Excellent analytical and problem-solving skills

Benefits

Comp & perks
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
data analysisSQLdata cleaningdata validationdata visualizationExcelKPI calculationfinancial metricstrend analysispattern identification
Soft Skills
analytical skillsproblem-solvingcommunicationcollaborationstakeholder engagement