Note: The job is a remote job and is open to candidates in USA. Insight Global is recruiting for an unnamed Tier-1 banking client for a Financial Data Analyst to support an incentive compensation and finance transformation initiative. The role focuses on validating, reconciling, and analyzing data during a migration from a legacy compensation system to Salesforce, while coordinating with Finance, Operations, and business stakeholders.

Responsibilities

• Validate and reconcile sales, client, account, revenue, and incentive compensation data during a system migration initiative
• Analyze large volumes of data to identify discrepancies, gaps, trends, and root causes
• Cross-reference data between legacy systems, Salesforce, and downstream reporting tools
• Support parallel testing efforts between legacy and new platforms to ensure data consistency and integrity
• Perform complex spreadsheet analysis, reporting, and reconciliation activities using advanced Excel functions
• Investigate missing or incomplete records and coordinate with business partners to obtain required information
• Communicate professionally with directors, managers, and other business stakeholders through phone and email outreach
• Support incentive compensation calculations, validation exercises, and reporting activities
• Assist with documentation, controls, audit support, and testing activities as needed
• Provide recommendations to improve data quality, reporting accuracy, and operational processes

Skills

• 2+ years of experience in Data Analysis, Financial Analysis, Business Analysis, Incentive Compensation, or related analytical functions
• Advanced Microsoft Excel skills, including:
• Pivot Tables
• VLOOKUP/XLOOKUP
• INDEX/MATCH
• Complex formulas and calculations
• Data validation and reconciliation
• Experience working with large datasets and performing detailed analysis
• Strong financial and analytical acumen
• Demonstrated problem-solving and critical-thinking skills
• Excellent attention to detail and commitment to data accuracy
• Strong written and verbal communication skills
• Ability to work independently with minimal supervision
• Proven ability to manage multiple priorities and meet deadlines
• Experience supporting incentive compensation, commission, or variable compensation programs
• Experience working within banking, wealth management, retail banking, mortgage, or financial services environments
• Salesforce experience, particularly supporting reporting, data validation, or system migrations
• Microsoft Access experience
• Experience with large-scale data migration, system conversion, or transformation initiatives
• Exposure to financial reporting, business intelligence, or analytics tools
• Experience supporting audit controls, documentation, testing, or compliance-related activities
• Knowledge of Incentive Compensation Management (ICM) platforms such as:
• Varicent
• Salesforce Spiff
• Xactly
• Anaplan
• SAP Commissions
• Oracle Incentive Compensation

Benefits

• Remote work

Company Overview

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