Job Overview
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Job Description
About Our Client
The organization is a national network of financial education centers based in Irvine, California. For over 20 years, it has supported individual investors by providing expert-led training designed to help generate income, protect assets, and grow wealth. The organization addresses the challenge of financial literacy by offering hands-on education through multiple locations nationwide.
About the Opportunity
The Junior Data Analyst will support data-driven decision-making across national operations by delivering weekly KPI reports, tracking sales and presenter performance, and assisting with strategic initiatives. This entry-level role offers experience in data segmentation and event performance analysis while providing mentorship and opportunities for growth. The position contributes directly to optimizing operational efficiency and supporting business strategy through data insights.
Responsibilities
- Produce weekly KPI dashboards and efficiency reports for sales and presenter performance
- Analyze sales data to support lead distribution, tracking, and optimization
- Assist with event analysis and planning for company-owned locations nationwide
- Contribute to primary segmentation of the national database to support marketing efforts
- Use analytics tools such as SQL, Excel, Tableau/Power BI, Python/R, and AI platforms
Requirements
- Degree in Data Analytics, Data Science, or related field, or equivalent training/experience
- Strong skills in data analysis, reporting, and visualization
- Detail-oriented, organized, and able to communicate insights clearly
- Preferred: recent training or coursework in machine learning, AI-driven analytics, or predictive modeling
- Familiarity with AI-enabled analytics tools is a plus
Pay Range and Compensation Package
$65,000 to $95,000 annually, based on experience and skill set. Compensation aligned with technical capability, ownership level, and ability to deliver business impact. Opportunities for increased responsibility and growth as business needs evolve.
Benefits & Perks
- 100% remote work
- Medical, dental, and vision insurance
- 401(k) with company contribution
- Paid time off
- Access to comprehensive educational classes
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.
Key skills/competency
- Data Analysis
- KPI Reporting
- Sales Performance Tracking
- Event Performance Analysis
- Data Segmentation
- Operational Efficiency
- Business Strategy
- SQL
- Excel
- Tableau
- Power BI
How to Get Hired at RemoteHunter
- Research the financial education center: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Highlight data analysis, reporting, and visualization skills relevant to financial education and operations.
- Showcase analytical projects: Prepare to discuss past projects involving KPI reporting, sales analysis, or database segmentation.
- Demonstrate tool proficiency: Be ready to discuss your hands-on experience with SQL, Excel, Tableau, Python, and AI analytics.
- Articulate passion for financial literacy: Connect your data skills to the organization's mission of empowering individual investors.
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