Data Analyst
Santa Barbara, CA
Full Time
Mid Level

seeking a Data Analyst to support enterprise reporting and analytics initiatives for a financial services client. This role partners closely with a Senior Data Analyst and cross-functional business teams to transform data into clear, actionable insights. The focus of this position is on dashboard development, report maintenance, and data storytelling rather than advanced data science or model development.

The ideal candidate enjoys working with data to uncover trends, support decision-making, and enhance customer and business visibility. This role will contribute to ongoing reporting needs while supporting ad-hoc analytical requests across multiple business lines, including marketing, operations, and client experience teams.

Key Responsibilities
Support the Senior Data Analyst with data collection, validation, and preparation from relational data sources.

Maintain, enhance, and optimize existing dashboards and reports to ensure accuracy and usability.

Design and develop new visual reports and dashboards that clearly communicate trends, performance metrics, and business insights.

Partner with marketing and business stakeholders to support analysis related to customer behavior, acquisition, retention, product performance, and revenue opportunities.

Assist with ad-hoc analysis requests, translating business questions into meaningful visual outputs.

Ensure data presented to stakeholders is consistent, reliable, and aligned with business definitions.

Contribute to documentation and reporting standards to promote consistency and ease of use across the organization.

Support a culture of data-driven decision-making by delivering insights in a clear, concise, and compelling manner.

Required Qualifications
Bachelor’s degree in a quantitative or analytical discipline such as statistics, mathematics, economics, marketing analytics, or a related field.

3–5 years of professional experience in a data analysis, reporting, or analytics-focused role.

Hands-on experience using Tableau for dashboard creation, reporting, and data visualization (1–3 years).

Working knowledge of relational databases and structured data concepts.

Ability to work independently, manage multiple priorities, and adapt in a fast-paced environment.

Strong analytical thinking, attention to detail, and problem-solving skills.

Excellent communication skills with the ability to present data insights to non-technical audiences.

Preferred Experience
Prior experience supporting analytics in banking, financial services, or a regulated industry.

Exposure to marketing analytics, customer experience reporting, or performance measurement frameworks.