Financial Data Analyst

Position Overview

We are seeking a Financial Data Analyst to join our audit services team. In this role, you will analyze client spend data to identify policy violations, trends, sourcing opportunities, and off-contract spend.

You will work with large datasets, uncover meaningful insights, and communicate findings that help organizations improve compliance and reduce risk.

You will also play a key role in supporting and testing our internal AI platform, Minerva, helping ensure data quality and performance as we continue to expand our capabilities.

Key Responsibilities

• Analyze large datasets using internal tools to identify trends, risks, and opportunities
• Review financial transactions and supporting documentation for policy compliance
• Deliver findings to clients and respond to questions with clear, professional communication
• Organize and manage client data, reports, and deliverables to ensure accuracy and accessibility
• Identify supplier categories and lines of business within spend data
• Conduct investigative analysis to detect patterns, anomalies, and potential issues
• Perform quality assurance on reports and audit outputs
• Prepare and manage datasets for analysis (including data intake, validation, and processing)
• Maintain client-specific configurations within internal software tools
• Support coordination of customer training sessions and communications
• Assist with uploading, testing, and validating data within our AI platform
• Contribute to improving internal processes and tools through feedback and testing

Skills & Qualifications

• Bachelor’s degree required (Finance, Accounting, Supply Chain, or related field preferred)
• 2-7 years Financial Data Analyst experience
• Strong analytical and problem-solving skills
• Working knowledge of Excel (sorting, filtering, basic formulas required; willingness to learn more advanced skills)
• Excellent written and verbal communication skills
• Detail-oriented with a high level of accuracy
• Curious and inquisitive mindset with a desire to investigate and understand data
• Ability to manage multiple projects and meet deadlines
• High integrity and ability to handle confidential information

What You’ll Gain

• Hands-on experience analyzing real-world financial and operational data
• Direct exposure to client interaction and business problem-solving
• Training on proprietary tools, audit methodologies, and AI-driven analytics
• Experience working with emerging AI technology (Minerva) in a practical business setting
• Opportunity to grow into advanced analytical, audit, or client-facing roles

Work Environment & Benefits

• Full-time, in-office role in Oakbrook Terrace, IL
• Flexible schedule during standard business hours
• Option to work remotely up to 20% after initial training
• Health insurance
• Simple IRA with employer matching and immediate vesting
• Paid time off

Additional Information

• Background check required
• Must be able to commute to Oakbrook Terrace, IL

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Ability to Commute:

• Oakbrook Terrace, IL 60181 (Required)