Data Management and Business Intelligence Consultant with 5-8 years of experience for NYC based financial industry client

Work Schedule: Hybrid in NYC to comply with Banking front office policy (6 days work from home per month).

NY/NJ/CT candidates only. Not local candidates will not be considered. 

Seeking a Data Management and Business Intelligence Associate to work in the Investment & Corporate Banking COO Office of a growing firm.

This position plays a key function in the COO team managing data framework and driving automation efforts working in close partnership with business, reporting team and IT stakeholders.

• Support commitment to making informed and data-driven decisions by serving as the in-house expert for data mining, data processing, reconciliation and analysis
• Help to drive and implement a strategic data framework and solution working with IT to define, identify, test and implement automated solutions
• Responsible for understanding the use of data across multiple systems and departments, identify the trends and patterns to improve business operations efficiency
• Research, recommend and execute tactical approaches for improving management s access to analytics, including self-service methods, in parallel with implementation of any strategic platforms
• Lead aspects of data management; maintain and ensure the data integrity of client records included in CRM (Salesforce) and Client Data warehouse
• Maintain and Monitor daily data feed, and verify the accuracy of customer, facility and deal data
• Demonstrate intellectual curiosity and critical thinking by taking the initiative to explore data independently and rigorously in order to expose underlying trends, performance drivers, and emerging issues
• Develop and maintain data controls that ensure accuracy, consistency and detail of management reporting data
• Assisting with the rollout and implementation of Power BI across COO team. Design and develop business requirements to build financial reports, dashboard ad visualizations in Power BI
• Proven experience in data entry, data quality assurance, or similar roles, working with large and complex data sets. Exceptional attention to detail and a strong commitment to data accuracy
• Expertise in the design, creation, management of business application including data warehouse, performance metrics and dashboards
• Proficiency in data science, data analytics and business intelligence including visualization techniques

Minimum of 5 years of relevant experience with the following:

Advanced MS Word / Excel (including nested formulas, macros, pivot tables, look-ups and VBA), SQL and Power BI

Relational databases, online analytical processing (OLAP) tools, data mining, database queries, stored procedure writing

• SQL server integration services (SSIS), analysis services (SSAS), development of a plus
• Knowledge in Salesforce, Qlik, PowerBI, Dealogic, Capital IQ and SAS is a plus
• Financial industry experience
• Customer service orientation and passion for helping business stakeholders define metrics to assess and drive performance
• Motivated self-starter and team player who can navigate ambiguity effectively and drive decisions and change through influence and persuasion
• Attention to detail, strong quantitative skills, and high commitment to data accuracy
• Demonstrate sense of urgency in meeting challenging deadlines and achieving goals
• Strong verbal and written communication skills as well as Top notch analytical and problem-solving skills