Job Description
Our client in the greater Cleveland area is seeking an Entry-Level Pricing Analytics Analyst to support a high-impact initiative. This role will work closely with senior leadership and the Advisor Operations team to analyze Salesforce data, validate actions, and deliver insights that drive advisor accountability and incentive outcomes.
This is an excellent opportunity for a recent college graduate with a degree in Mathematics, Analytics, Economics, or a related field who has taken data-focused coursework and enjoys working hands-on with Excel, data validation, and trend analysis.
You will support a firmwide project by transforming Salesforce data into clear insights that help leadership understand progress, accuracy, and impact.
Key responsibilities include:
Extracting reports from Salesforce and analyzing data in Excel
Comparing current activity against baseline spreadsheets
Identifying trends, inconsistencies, and data gaps
Performing audit-style reviews to confirm changes were correctly applied
Building and maintaining Excel-based analysis (pivot tables, comparisons, summaries)
Supporting year-end incentive validation, including:
? Calculating incremental value generated by advisors
? Validating Salesforce data used to justify incentive payouts
Documenting repeatable processes (audit steps, reporting workflows, validation logic)
Presenting findings and insights to leadership
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
Bachelor's degree in Mathematics, Analytics, Economics, Finance, Data Science, or similar
Coursework in data analysis, statistics, or analytics
Strong Excel skills (pivot tables, lookups, comparisons)
Comfort working with large datasets and validating accuracy
Ability to document processes clearly and thoroughly
Strong attention to detail and analytical mindset - Exposure to Salesforce or CRM reporting (academic or internship experience is fine)
Internship, capstone, or project experience involving data analysis
Interest in financial services or pricing analytics
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