Financial Data Analyst

We have this W2 Contract opportunity for a Financial Analyst - Wealth Management with our Direct Financial Client in Baltimore, MD. Please Let us know if this is something that interests you.

Financial Analyst - Wealth Management

Duration - 12 months

Location - Baltimore, MD - Hybrid: min 3 days per week in office

Max Pay Rate - $30/hr W2 (No Benefits)

Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards.

Key Responsibilities

• Solution Design & Delivery
• Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.
• Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).
• Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.
• Operational Excellence & Controls
• Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).
• Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.
• Stakeholder Engagement
• Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).
• Present prototypes and production updates; triage enhancement requests and maintain backlog.
• Continuous Improvement
• Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.
  
  

Required Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.
• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.
• Domain: Working knowledge of DTC / Settlement operations.
• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.
  
  

Preferred Qualifications

• Prior experience automating settlement-adjacent use cases
• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.
  
  

Core Competencies

• Analytical problem solving and data wrangling at scale
• Process redesign and automation mindset
• Communication and stakeholder management across operations and technology
• Documentation, testing, and change management discipline
  
  

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).

Thanks and Regards,

Valerian D’Cunha

Lenmar Consulting Inc (a Kellton Company)

185 Hudson Street, Suite 1440, Jersey City, NJ

D: 201-484-0120

F: 201-946-1790

E: vdcunha@lenmarit.com