Job Description
Job Description
Develop and maintain Excel-based reports, dashboards, and models using pivot tables, XLOOKUP, Power Query, and related tools.
Collect and analyze financial, operational, and client data to identify trends and opportunities.
Prepare clear reports and presentations for leadership and team leads.
Support projects across departments, providing data-driven recommendations.
Ensure data accuracy and integrity when merging and managing multiple data sources.
Collaborate with colleagues across Finance, Operations, Marketing, and Customer Care to support agency goals.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Business Attire
Community Involvement
Collaborative Environment
Family Focused
Paid Holidays
Appreciation Lunches
Fun Team Building Events
Responsibilities
What Youll Do:
Build and maintain reports using Excel (pivot tables, XLOOKUP, Power Query, etc.)
Analyze data to help leaders make smart business decisions
Support financial, operational, and marketing teams with reporting and insights
Collaborate with teammates across multiple offices to improve efficiency and client experience
Requirements
What We Require:
Willing to work in Southwest Florida (not a remote position)
Degree in Finance, Business, Data Analytics, or related field
Advanced Excel skills (pivot tables, XLOOKUP, Power Query a must)
Strong attention to detail and ability to spot trends in data
Excellent communication skills able to explain findings clearly
Alignment with our core values: Love, Trust, Excellence, Proactive, Communication, Ownership, Appreciation