Financial Behavior Analyst

About Us

At Steven Lacey Concept Solutions , we go beyond traditional finance consulting. We work with clients to uncover the deeper patterns behind their financial decisions, individual, organizational, and systemic. We blend behavioral science with financial strategy to help clients make better, data-backed, emotionally intelligent decisions.

We're not just advisors; we're partners in change. Our work sits at the intersection of numbers and narratives, where psychology meets profitability, and habits drive growth.

Role Overview

We're seeking a Financial Behavior Analyst who thrives at understanding the “why” behind the numbers. In this role, you’ll study client financial behaviors, spending habits, risk responses, and decision-making patterns. Your goal is to surface insights that empower smarter financial strategies, reduced decision fatigue, and long-term fiscal health.

This position is ideal for someone who enjoys combining analytical thinking with behavioral psychology, who can translate complex data into practical client advice.

Key Responsibilities

• Analyze individual and organizational financial data to uncover behavioral patterns.
• Conduct behavioral audits to evaluate decision-making biases and risk tolerance.
• Collaborate with financial consultants to tailor strategies based on client behavior profiles.
• Design customized reports highlighting psychological drivers behind financial outcomes.
• Develop frameworks and tools that help clients make more informed, consistent choices.
• Assist in creating financial wellness programs focused on habit formation and bias reduction.
• Stay current with behavioral economics research, applying findings to real-world client scenarios.
• Participate in client workshops and present findings in plain, actionable language.

Requirements

What You Bring

Preferred (Not Required)

Benefits

What We Offer