Data Analyst

POSITION SUMMARY

The Data Analyst supports engagement teams across the Firm with data manipulation, extraction, and reporting. This role also drives internal data analysis for firm operations and analyzes industry-relevant datasets (Form 5500s, LM-2s, and similar filings) to generate insights that support client service, business development, and firm strategy. The analyst is responsible for turning large or complex datasets into clean, accurate, and user-friendly outputs that non-technical stakeholders can act on.

Salary Range: $80,000 – $95,000 (depending on experience)

KEY RESPONSIBILITIES

Engagement Team Support

• Assist engagement teams across service lines with data extraction and manipulation tasks including cleansing, reformatting, reconciling, and merging client-provided data files (GL detail, payroll registers, membership rosters, contribution files, AP/AR data, tax data, and other client datasets).
• Build repeatable data workflows to streamline recurring engagement tasks such as sampling, testing, trend analysis, and reconciliations.
• Create dashboards and reports that give engagement teams and clients quick visibility into key metrics and trends.
• Run data analytics to identify miscoded transactions, outliers, duplicates, and other anomalies that warrant follow-up.

Internal Data Analysis

• Analyze firm operational data including realization, utilization, WIP, billing, collections, staffing, and engagement profitability.
• Support partners and firm leadership with ad hoc analytics for management committee reporting, engagement profitability, and resource planning.
• Assist with data extraction and reporting from firm systems.

Industry and External Data Analysis

• Extract, clean, and analyze publicly available data relevant to Calibre's client base, including Form 5500 filings, LM-2 filings, and other regulatory datasets.
• Identify trends across labor unions, employee benefit plans, nonprofits, and commercial clients to support business development, proposals, and thought leadership.
• Build benchmarking tools and comparative analyses that partners can use in client meetings and prospect conversations.

Presentation and Delivery

• Present findings in clear, user-friendly formats including Excel workbooks, Power BI dashboards, and summary memos tailored to the audience.
• Ensure outputs are accurate, well-documented, and easy for non-technical users to interpret and reuse.
• Collaborate with IT and firm operations on data governance, source documentation, and version control.

COMPETENCIES

• Strong analytical and problem-solving skills
• Excellent oral and written communication skills, with the ability to translate technical findings for non-technical audiences
• Attention to detail and commitment to accuracy
• Ability to manage multiple projects and priorities across service lines
• Discretion in handling confidential client and firm data
• Collaborative and service-oriented mindset

POSITION TYPE

This is a full-time permanent position.

WORK ENVIRONMENT

Professional office environment with hybrid flexibility. Occasional travel to other Calibre offices or client sites may be required. Standard office equipment including computers, dual monitors, and collaboration tools.

TRAVEL

Minimal. Occasional local or overnight travel as needed.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor's degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or a related field
• Two or more years of experience in a data analyst or similar role
• Proficiency in Excel (advanced formulas, Power Query, pivot tables) and SQL
• Experience with data visualization tools such as Power BI or Tableau

PREFERRED EDUCATION AND EXPERIENCE

• Experience working in or with a public accounting firm, professional services firm, or regulated industry
• Familiarity with accounting systems (e.g., QuickBooks, Sage Intacct, NetSuite) or audit and tax workflows
• Experience working with public regulatory datasets such as Form 5500, LM-2, or Census data
• Exposure to Python, R, Alteryx, or other data manipulation platforms
• Familiarity with AI-enabled analytics tools

WORK AUTHORIZATION

Must have valid work authorization for employment in the United States.

OTHER DUTIES

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.