Data Analyst (Financial Services) Job at Integrity in Omaha

Overview

Data Analyst - Financial Services at Access Capital Group, an Integrity Marketing Group company, is a financial services company that provides funding to insurance agents and agencies by purchasing future commission streams for immediate cash. Unlike traditional lenders, we understand and appreciate the value of future commission streams. We have developed a streamlined process that allows agents to acquire the capital they need by leveraging future commissions.

Job Summary

We are seeking a detail-oriented and analytical Data Analyst – Financial Services to support our data infrastructure and reporting needs. This role will focus on managing, analyzing, and interpreting large amounts of data to drive business insights and operational efficiency.

Primary Responsibilities

Database Management:

• Maintain and update internal databases to ensure data accuracy, integrity, and accessibility.
• Develop and implement data validation processes to ensure high-quality data inputs.
• Collaborate with cross-functional teams to identify data needs and streamline data collection processes.

Data Analysis & Reporting:

• Analyze large datasets to identify trends, patterns, and insights that support business decisions.
• Create and maintain dashboards and reports to monitor key performance indicators (KPIs).
• Support forecasting and business planning through data modeling and scenario analysis.
• Assist in preparing quarterly reports and presentations for internal stakeholders.

Data Governance & Documentation:

• Document data sources, definitions, and processes to support transparency and consistency.
• Ensure compliance with data privacy and security standards.

Business Intelligence Support:

• Provide actionable insights to management through data visualization and reporting tools.
• Recommend improvements to data systems and reporting processes.

Skills & Requirements

• 1+ years of experience in data analysis, database management, or a related field; insurance or financial services experience is a plus.
• Proficiency in MySQL, Excel, and data visualization tools (e.g., Power BI, Tableau).
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Familiarity with financial concepts and business operations is beneficial.
• Coursework or background in data science, statistics, business, or a related field.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at a company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.