Data Analyst

3 weeks ago

Fairfield, United States Atlas Search Full time

We are currently partnering with a prestigious wealth management firm looking to add a data analyst. In this role, you will be responsible for designing and optimizing data architecture to deliver actionable, data-driven insights. You will work closely with the CTO, CFO, and FP&A teams to develop scalable data models, integrate data across platforms, and support the financial analytics that underpin the success of the firm.


Responsibilities

  • Strategic Roadmap for Data Processing & Validation
  • Collaborate with the CTO and senior leadership to define and execute a strategic roadmap for efficient data processing and validation. Establish data governance and quality standards to ensure data integrity across SaaS applications and support long-term scalability.
  • Data Model Architecture
  • Contribute to the design and maintenance of a comprehensive data model across key SaaS platforms (e.g., Orion, Salesforce). Work closely with senior staff and FP&A to align data structures with forecasting and scenario planning requirements.
  • Data Pipeline Development & Maintenance
  • Assist in designing, building, and optimizing data pipelines to aggregate data from multiple sources. Partner with the team to ensure consistent and accessible data for reporting and analysis while adhering to data governance best practices to enhance the reliability of financial metrics.
  • Automated Data Issue Resolution (Break/Fix)
  • Identify, troubleshoot, and automate data validations, proactively addressing system discrepancies. Implement monitoring tools to maintain data quality, minimizing manual intervention and ensuring teams can rely on accurate, validated data.
  • Integration and Strategic Support
  • Support data integration within Salesforce, Azure, and/or AWS environments, ensuring seamless connectivity and consistency across platforms. Act as a technical lead on data-driven projects, collaborating with FP&A, the CTO, and CFO to ensure the data infrastructure aligns with evolving financial and strategic reporting needs.

Qualifications

  • Experience: 3-5 years in data analysis, data modeling, or business intelligence with a focus on financial data environments.
  • Technical Skills: Proficiency in SQL, with experience in data integration using APIs and data pipeline tools like Alteryx (highly preferred), Fivetran, Knime, or Savant Labs. Familiarity with Salesforce (including APEX for custom development), Orion, RedBlack, or similar platforms is advantageous for ensuring seamless cross-platform data flow and integration. Knowledge of BI Platforms is a plus.
  • Business Acumen: Strong understanding of financial metrics and reporting processes; experience within finance or SaaS-driven industries is a plus.
  • Analytical Skills: Proven ability to develop, implement, and maintain scalable data structures; advanced problem-solving skills are essential.
  • Certifications: Microsoft Certified: Data Analyst Associate, AWS Certified Data Analytics, Salesforce Administrator, or BI platform certifications.
  • Education: Bachelor’s degree in Data Analytics, Information Systems, Finance, or Bachelor’s Degree (any field) and 3-5 years of experience in Data Engineering or Data Analytics.

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