Analyst, Analytics

The Analyst on the Analytics Team supports the development, implementation, and maintenance of advanced financial models that aid in budgeting, forecasting, and strategic planning for the finance department. This role involves conducting detailed financial analyses, gathering and interpreting data, and providing insights that help drive the organization’s financial strategies. The Analyst collaborates closely with the analytics team and other departments to ensure accurate and effective financial planning and decision-making.

Essential Job Functions:

• Assist in the development and maintenance of financial models for budgeting, forecasting, and strategic planning
• Supports Director identify key business challenges and opportunities where analytics can add value
• Responsible for supporting the collection, processing, and analysis of large datasets to generate actionable insights
• Ensures the accuracy and integrity of financial data and analysis.
• Provides analysis on the operational costs of a business decision, including cost allocation, costing models, cost optimization and other expenses that may be incurred
• Analyzes internal customer behavior data to help make key business decisions around cost, revenue, business development, pricing, and investments via market segmentation and predictive analytics
• Quantifies a company’s strategic plan through scenario modeling to evaluate the financial viability of various strategic options and translating the strategic plan into long-term financial targets and investment plans
• Utilizes statistical methods and predictive analytics to forecast financial trends and outcomes
• Provides recommendations based on financial analysis to improve financial performance
• Designs and implement business intelligence tools and dashboards to facilitate real time financial reporting
• Presents analytical findings and recommendations to team members and other key stakeholders.
• Identifies opportunities for process improvements and implement solutions to enhance efficiency.
• Stays current with industry trends and best practices in financial analytics and modeling.
• Manages multiple tasks and projects to meet deadlines and deliver high-quality work
• Must be proficient in Power BI.

Education/Experience Requirements:

• Bachelor's Degree in Finance, Statistics, or other relevant field and at least 3 years of relevant experience, or equivalent combination of education and experience.
• Proficiency in Microsoft Suite (Access, Excel, PowerBI, PowerPoint).​​
• Familiarity with Workday/Adaptive or ability to learn New software.​
• Detail oriented and understands complex data sets.​​
• Ability to conduct financial modeling (build, maintain, and analyze)
• Demonstrated experience and proficiency in using Power BI for data analysis
• Able to perform Statistical Analysis (Descriptive, Exploratory, Causal, Inferential)​
• Proficient ability to gather and compile information on specific topics & evaluate sources and integrate findings into work. Capable of validating assumptions, ensuring the correct scope of data, and refining models based on feedback.​
• Ability to create complex visualizations ​

Working Conditions:

• Normal office conditions; some travel required.

For work that is performed in CA, CO, HI, MN, VT, IL, Jersey City, NJ, NY, NY, MD, Washington DC, and WA the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and internal peer compensation comparisons.

CA: Minimum of $78,900, Maximum Salary $146,900

CO/HI/MN/VT*: Minimum Salary $68,500, Maximum Salary $122,300

IL*: Minimum Salary $75,600, Maximum Salary $134,800
Jersey City, NJ/NY, NY: Minimum Salary $82,200, Maximum Salary $146,900

MD/Washington, DC: Minimum Salary $78,900, Maximum Salary $140,800

WA: Minimum Salary $68,500, Maximum Salary $140,800

*Including positions performed outside the state but reporting to an office or manager in that state.

Candidates can expect salary offers that range from the minimum to the mid-point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.

#LI-Hybrid

To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.

The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.

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FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at 240.386.4865 or by email at [email protected]. Please note that this process is exclusively for inquiries regarding application accommodations. 

Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.

Time Off and Paid Leave*

FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays.

*Based on full-time schedule

Important Information

FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.

You can read more about these restrictions here.

As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism.

Search Firm Representatives

Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA.

FINRA is an Equal Opportunity and Affirmative Action Employer

All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person’s relatives, friends or associates.

FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.

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