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.

What You Bring

Bachelor's degree in Finance, Behavioral Economics, Psychology, or a related field (Master’s is a plus).
2+ years of experience in finance, consulting, behavioral science, or data analytics.
Strong understanding of cognitive biases, behavioral finance, and human-centered strategy.
Analytical proficiency,
comfortable working with data tools (Excel, Power BI, or similar).
Exceptional written and verbal communication skills, you can simplify complex ideas.
Empathy-driven mindset and interest in long-term client success.
Ability to work independently, manage multiple tasks, and meet deadlines.

Preferred (Not Required)

Experience in coaching, consulting, or financial planning.
Familiarity with behavioral diagnostics or psychometric assessments.
Comfortable using or interpreting data visualization dashboards.

What We Offer

Competitive salary and performance incentives.
Hybrid work flexibility with a focus on outcomes, not hours.
Opportunities for professional growth in a growing behavioral finance niche.
Supportive, purpose-driven team culture.
Access to behavioral analytics tools and training resources.

Steven Lacey Concept Solutions jobs

Financial Behavior Analyst

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