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About the Role

The Data Visualization Analyst develops financial and risk scenario models paired with interactive visualizations to empower clients and internal teams to make informed strategic decisions. This role combines quantitative modeling expertise with compelling data visualization to build client-facing tools that tell data stories and drive business impact.

Responsibilities

Design and build financial forecasting and risk modeling solutions using Python, R, and SQL.
Develop scenario models (e.g., revenue forecasts, financial projections, risk assessments) from requirements gathering through validation.
Extract, transform, and prepare large datasets using SQL and Python/R.
Validate model outputs, document assumptions and methodologies, and communicate technical details to stakeholders.
Deploy models to production environments, establish monitoring protocols, and maintain model performance.
Transform financial models and scenario outputs into interactive dashboards and reports using Tableau, Power BI, or similar tools.
Design intuitive user interfaces that guide clients through model scenarios and communicate insights, risks, and opportunities.
Build dynamic, client-facing analytical tools that integrate model logic with visualization.
Support model deployment to business intelligence platforms and ensure visualization accuracy.
Partner with internal consulting and account teams to understand client requirements and translate business questions into modeling objectives.
Monitor production models for data quality issues, performance drift, or accuracy concerns; troubleshoot and document incidents.
Maintain clear documentation of model logic, assumptions, data sources, and visualization design decisions.
Contribute to team knowledge-sharing, best practices, and process improvements in financial modeling and analytics tooling.

Requirements

Bachelor's degree in Finance, Economics, Data Science, Statistics, Mathematics, Business Analytics, or a related field.
2–5 years of professional experience in financial modeling, data analysis, business intelligence, or analytics.
Proficiency with Python, R, or both for data manipulation, statistical analysis, and modeling.
Strong SQL skills—ability to write efficient queries, work with relational databases, and manage complex datasets.
Experience building forecasting or scenario models (e.g., regression, time-series, Monte Carlo simulations, or financial projections).
Hands-on experience with Tableau, Power BI, or similar business intelligence and visualization platforms.
Strong analytical and problem-solving skills; ability to translate business questions into quantitative solutions.
Excellent written and verbal communication skills; ability to explain technical concepts to both technical and non-technical audiences.
Experience with financial modeling, risk analysis, or scenario planning in professional settings.
Familiarity with version control systems (Git) and collaborative development practices.
Experience deploying models to production and monitoring performance in live environments.
Background in consulting, insurance, healthcare, or financial services.
Knowledge of data visualization best practices and design principles for analytical dashboards.
Experience with statistical testing, hypothesis validation, or model evaluation techniques.

Skills

Python
R
SQL
Tableau
Power BI
Git
Financial Modeling
Data Analysis
Business Intelligence
Analytics
Forecasting
Scenario Modeling
Regression
Time-series
Monte Carlo simulations
Financial projections
Data Visualization
Dashboard Design
Statistical Analysis
Problem-Solving
Communication

Experience Level

2-5 years

Education Level

Bachelor's degree

Salary/Compensations

Entry base salary offered may vary, contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: Eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.

Benefits

Competitive pay and benefits
Lockton Benefits Offerings

About the Company

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws.