Junior Data Analyst

Job Description

Job Description

It’s more than just numbers.  

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary:

The Junior Data Analyst in the Data Analytics Department supports both external client engagements and internal practice groups by delivering data-driven insights and solutions. This role offers the opportunity to contribute to high-impact projects, collaborate across teams, and develop analytical expertise within a fast-growing practice area. Success in this role requires the ability to prioritize effectively and perform in a fast paced, deadline driven environment while communicating with the team.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Examine collected data to identify trends, outliers, and patterns, providing actionable insights to enhance client efficiency, profitability, or other specified objectives.
• Gather and organize data from a variety of sources, including departmental heads, subject matter experts, reports, surveys, forecasts, and budgetary documentation, ensuring accuracy and completeness.
• Convert reports into structured databases.
• Design and implement secure, efficient, and accurate databases.
• Perform data cleaning, transformation, and normalization to ensure consistency and accuracy.
• Maintain data integrity and quality controls through validation checks and auditing.
• Assist with query development (SQL) to support reporting and analysis.
• Document database processes, definitions, and data dictionaries for transparency.
• Collaborate with senior analysts or IT teams to support database performance tuning and troubleshooting.
• Ensure compliance with data security, privacy, and access control.
• Assist in developing and maintaining Python scripts to automate recurring data tasks, reporting, and file processing.
• Support the development of ETL workflows that automate data cleaning, validation, and reconciliation to convert raw data into structured, reliable formats.
• Apply basic VBA scripting within Excel to streamline reports, calculations, and client deliverables.
• Document automation steps and maintain clear records for knowledge sharing and future improvements.
• Retrieve, organize, and analyze data from databases to produce accurate and actionable reports.
• Build and maintain interactive dashboards in Power BI, using visualization best practices to highlight key metrics and business trends.
• Develop automated reporting solutions to reduce manual effort and improve reliability.
• Present findings to management and clients with clear, data-driven insights that support decision-making.
• Identify potential strategies to address issues uncovered during data analysis and provide well-reasoned suggestions for improvement.
• Stay current on best practices and emerging trends in data storage, management, and analytics to ensure the firm utilizes state-of-the-art solutions, as well as the ability to apply new knowledge quickly.
• Participate in the planning, execution, and monitoring of data-driven projects, ensuring timely and successful completion.
• Work closely with team members, clients, and other stakeholders to support data-related initiatives and provide actionable recommendations.
• Demonstrate the ability to manage multiple priorities and deliver accurate work in a fast paced, deadline driven environment.
• Perform other related duties and projects as assigned.

Education and Experience:

Required:

• Bachelor’s degree in accounting, Finance, Economics, Data Science, Statistics, Mathematics, Computer Science, Quantitative Analysis, or related field.

Required Skills/Abilities:

• Strong analytical thinking with high attention to detail and accuracy.
• Effective communication and presentation skills for staff and stakeholders at all levels.
• Excellent organizational and time management skills; able to work independently and proactively.
• Proficient in Microsoft Excel (formulas, pivots, Power Query, Power Pivot, DAX, M Code) and the broader Microsoft Office Suite.
• Proficient in programming with Python or SQL.
• Proficient with data visualization tools such as Power BI or Tableau.
• Understanding of database design, structure, and query languages.
• Familiarity with statistical methods (e.g., linear regression, logistic regression).
• Respect for controls documentation and audit trails.
• Ability to work in a fast-paced environment.

Preferred:

• Experience with relevant Python libraries (e.g., pandas, tkinter, openpyxl/xlwings, numpy, PDFplumber, sk-learn).
• Experience with Machine Learning models and methodologies (Supervised/Unsupervised).
• Familiarity with OCR methodologies and tools.
• Familiarity with VBA (Visual Basic).
• Familiarity with Azure fundamentals.
• Prompt engineering and efficient use of utilizing AI.
• Some exposure to Caseware IDEA software or similar audit/analytics tools.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.
• Must be willing to attend in-office meetings when required.

 

Benefits

LIFE:

• Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $60,000-$65,000 per year for this role.
• Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program: Confidential support for personal or work-related challenges.

FAMILY:

• Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off: Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs.

BUSINESS:

• Social Events: Networking and unwinding at virtual and in-office firm social events.
• Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together.
• Referral Bonuses: Earn rewards for growing our team and client base.
• Commuter Benefits: Funds for transit and parking to ease your daily commute.
• Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS:

• Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mentorship: Personal and professional growth through mentorship programs and our firm’s competency model (Blueprint for Development).

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact View email address on us.fitly.work.

Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations.

Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting.

Miller Kaplan participates in E-Verify. Go to -verify to learn more.