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Data Analyst at Summit Financial, LLC

Location: Parsippany-Troy Hills, NJ, 07054, US

Job Summary:

1. Job Duties and Scope:
- Gather, validate, and clean data from multiple sources.
- Compile and structure data into a comprehensive master sheet.
- Create visualizations and ensure formatting for document generation via DocuSign.
- Export master sheet for integration and troubleshoot related issues.
- Document processes and provide ongoing support.

2. Required Skills:
- Mastery in Microsoft Excel (advanced functions and formulas).
- Strong analytical and problem-solving skills.
- Excellent organizational and time management abilities.
- Attention to detail.
- Customer service orientation.

3. Required Experience:
- 3+ years of related experience (preferred in technology or financial services).
- Bachelor’s degree or equivalent combination of education and experience.

Job URLs: