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Wealth Enhancement GroupPosted 10/20/2026full-timeRemote • Minnesota • United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analysis, including proficiency in SQL and data visualization tools like Tableau and Power BI. Strong analytical skills combined with the ability to communicate insights effectively to non-technical stakeholders are essential.
Highest-signal resume keywords
SQL Query DevelopmentData Visualization (Tableau, Power BI)Data AnalysisFinancial Metrics CalculationAnalytical Problem-Solving
Tech Stack
Tools & technologiesAbout 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
- Perform 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
- Strong written and verbal communication skills
- Willingness to work CST hours
- Must be authorized to work in the United States without the need for current or future employer-sponsored work authorization
- Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data CleaningData ValidationData AnalysisSQLExcelKPI CalculationStatistical AnalysisTrend IdentificationDatabase MaintenanceData-Driven Recommendations
Soft Skills
Analytical SkillsProblem-SolvingWritten CommunicationVerbal CommunicationCollaboration
Tools & Technologies
TableauPower BIExcel
Industry Keywords
Data AnalyticsFinance PrinciplesBusiness RequirementsStakeholder CollaborationPerformance Metrics