{"id":1616637,"url":"https://alion.io/job/marshberry-senior-data-analyst","title":"Senior Data Analyst","company":{"id":1886259,"name":"MarshBerry","domain":"marshberry.com","url":"https://alion.io/company/marshberry","size_band":"1-10","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Analytics","role_family":"Analytics","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":86000,"max_usd":165000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1367},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true},{"name":"Power BI","optional":true}],"status":"live","first_seen_at":"2026-09-18T12:25:50Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-06T20:41:22Z","board_verified":true,"closed_at":null,"days_open":18,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":18},"description":"MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Senior Data Analyst to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.\nJob Details\nMarshBerry is currently seeking a Senior Data Analyst for our Beachwood, OH office. The Senior Data Analyst will translate complex information into clear, actionable insights for internal teams and external clients. This role combines hands-on data stewardship, detailed analysis, research and writing, and continuous improvement of the metrics, methodologies and tools that support MarshBerry’s Intellectual Capital products and services. The ideal candidate is proactive, self-motivated, curious and client-focused, with an interest in learning deal transaction terminology and processes and private markets.\nThis is a hybrid position. The identified candidate will work in the office Monday through Thursday with the option to work remotely on Friday's.\nResponsibilities:\nMaintain, validate and enhance proprietary MarshBerry datasets, ensuring data quality, consistency, completeness and confidentiality.\nConduct fact finding, data gathering and detailed analysis; identify trends and synthesize findings into accurate, client-ready reports, presentations and written summaries.\nSupport internal and external client projects, benchmarking analyses, market research, surveys and special data requests from scoping through delivery.\nDevelop a strong understanding of MarshBerry’s data, methodologies, products and services.\nIdentify opportunities to improve existing data, workflows, methodologies and reporting; proactively recommend new metrics, analyses and ways to make insights more useful.\nComplete projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.\nPerform special projects and other tasks as assigned.\nSelection Criteria\nEducation & Experience:\nBachelor’s Degree in Accounting, Finance, Economics, Statistics or Mathematics preferred; equivalent combinations of education and experience will be considered.\n2-5 years of experience collecting, managing and analyzing data; prior experience in finance, investment banking or consulting is a plus.\nStrong proficiency in Microsoft Office, particularly Excel and PowerPoint; experience with PowerBI is a plus.\nOther:\nAnalytical and critical-thinking skills, with a proactive approach to identifying issues and improving processes.\nCuriosity, initiative and self-motivation, with the ability to prioritize work and make sound decisions independently.\nStrong attention to detail and commitment to delivering accurate, client-ready work on schedule.\nClient-focused mindset and strong written and verbal communication skills, including the ability to synthesize technical findings for different audiences.\nAbility to handle confidential, sensitive, and proprietary information with sound judgment and discretion, ensuring client and company data is protected.\nWorking at MarshBerry\nWho We Are:\nMarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.\nWhat We Do:\nMarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.\nIt’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:\nNorth Coast 99\nTop Work Places - The Plain Dealer\nBest Companies Group - Inclusive Workplace\nCrain's Fast 50\nHealthy Business Council of Ohio Healthy Worksite\nTo learn more about MarshBerry, visit www.marshberry.com.\nWe appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.","description_format":"text","description_chars":5859,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-01T20:34:29Z"}],"visa":[],"liveness":{"score":64,"band":"ok","label":"Likely open","p_open":1,"p_active":0.853,"p_room":0.75,"age_days":17,"expected_fill_days":25,"reasons":["conf:1","velocity","win:late"],"computed_at":"2026-10-06T05:45:30Z"},"pay":null,"html_url":"https://alion.io/job/marshberry-senior-data-analyst","json_url":"https://alion.io/job/marshberry-senior-data-analyst.json","meta":{"generated_at":"2026-10-06T23:20:37Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4617,"day_limit":5000,"remaining_today":383,"minute_limit":60,"resets_at":"2026-10-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1886259},"rest":"https://alion.io/mcp/rest/get_company?id=1886259"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmarshberry-senior-data-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmarshberry-senior-data-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmarshberry-senior-data-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/marshberry-senior-data-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmarshberry-senior-data-analyst"}]}