Data Analyst

Data AnalystThe 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 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 ResponsibilitiesEngagement Team SupportAssist engagement teams across service lines with data extraction and manipulation tasks including cleansing, reformatting, reconciling, and merging client-provided data files.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 AnalysisAnalyze 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 AnalysisExtract, 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 DeliveryPresent 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.CompetenciesStrong analytical and problem-solving skillsExcellent oral and written communication skills, with the ability to translate technical findings for non-technical audiencesAttention to detail and commitment to accuracyAbility to manage multiple projects and priorities across service linesDiscretion in handling confidential client and firm dataCollaborative and service-oriented mindsetPosition TypeThis is a full-time permanent position.Work EnvironmentProfessional 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.TravelMinimal. Occasional local or overnight travel as needed.Required Education and ExperienceBachelor's degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or a related fieldTwo or more years of experience in a data analyst or similar roleProficiency in Excel (advanced formulas, Power Query, pivot tables) and SQLExperience with data visualization tools such as Power BI or TableauPreferred Education and ExperienceExperience working in or with a public accounting firm, professional services firm, or regulated industryFamiliarity with accounting systems (e.g., QuickBooks, Sage Intacct, NetSuite) or audit and tax workflowsExperience working with public regulatory datasets such as Form 5500, LM-2, or Census dataExposure to Python, R, Alteryx, or other data manipulation platformsFamiliarity with AI-enabled analytics toolsWork AuthorizationMust have valid work authorization for employment in the United States.Other DutiesThis 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.