Financial Data Analyst

Job Summary

The Data Analyst role is pivotal in optimizing our processes and delivering valuable insights for critical business decisions focused on onboarding and managing portfolios. This position necessitates a holistic approach to evaluating business and operational impacts, incorporating creative problem-solving skills, and fostering a mindset of continuous improvement.

RESPONSIBILITIES

• Develop and maintain reporting to measure the effectiveness and efficiency of business line operations.
• Work with business line leaders to identify opportunities for improvement.
• Ability to prioritize tasks to meet closing deadlines.
• Execute analytical projects in support of business line operations.
• Complete planned data processing activities: file creation, report formatting and distribution, validation checks, etc.
• Identify and address application and process discrepancies, conduct root cause analyses and propose effective solutions.
• Involves data integrity research, troubleshooting and report configuration.

REQUIREMENTS

Education & Experience:

• College degree in field related to finance, business, data analysis or computer science or equivalent related experience.
• 3 - 5 years of related experience in an analytic position desired (not required).

Required Skills & Abilities:

• Previous experience in Excel; experience with SAS or SQL highly desired
• Experience working with databases, querying techniques, and handling large datasets.
• Quick learner with the ability to grasp new business concepts, technical skills, and programming languages.
• Strong analytical, problem-solving, and critical thinking abilities.
• Effective communication skills, both written and verbal, with the capability to influence various stakeholders.
• Able to work independently or collaboratively in a team setting.
• Capacity to maintain productivity in a fast-paced, multitasking environment.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending accounts
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Pet insurance
• Employee discount program.

Equal Employment Opportunity Employer

Salary : $50,000 - $60,000