Data Analyst

** Fortune 500 Financial and Insurance Company Account Coordinator/ Data Analyst Hybrid in NY or NJ 6+ months $40/hrOur client is seeking an Account Coordinator to manage data clean-up, reporting, and analytics using Salesforce, Tableau, and Excel. The ideal candidate will have strong experience with pivot tables, data analytics, and data clean-up to support business processes and enhance data integrity.Key **Perform daily data updates and clean-up across Salesforce to support business needs (e.g., territory reassignments, product and contact edits, fundraises).Utilize Excel (pivot tables, formulas, and analytics) to perform data analysis, troubleshoot discrepancies, and support reporting requirements.Create and maintain dashboards and reports in Tableau to provide actionable insights for key stakeholders.Manage user onboarding/offboarding in Salesforce, including license management, security reviews, and profile updates.Troubleshoot Salesforce-related issues; collaborate with technology and user teams to resolve problems efficiently.Support daily operations of InvestorFlow, including document uploads, data validation, and correspondence.Integrate third-party data sources into Salesforce and InvestorFlow platforms to improve data accuracy and reporting capabilities.Oversee lifecycle management for diligence and investor reporting rooms.Manage investor communications, ensuring data accuracy across platforms and resolving issues related to undeliverable emails.Data & *Deliver scalable reporting and analytics using Salesforce, Tableau, and Excel to drive data-driven decision-making.Conduct audits and proactively identify and resolve data inconsistencies.Collaborate with cross-functional teams to ensure data integrity across platforms.What You Will *2-8 years of experience in a data-focused or coordinator role.Strong proficiency in Salesforce, Tableau, and Excel (with emphasis on pivot tables, data analytics, and data clean-up).Experience with tools such as InvestorFlow, Anduin, and Marketing Cloud is a plus.Excellent organization, communication, and time management skills with the ability to handle multiple priorities.Positive attitude with strong accountability and adaptability.Preferred ****Experience in the investment management industry.Proven ability to work both independently and collaboratively in a fast-paced environment.Strong problem-solving, project management, and interpersonal skills.

Created: 2025-03-01