Financial Data Analyst

9 hours ago

Charlotte, North Carolina, United States Insight Global Full time
Job Title: Financial Data Analyst

Insight Global is seeking a highly skilled Financial Data Analyst to join their team in the Charlotte area. As a key member of the Treasury Data Management team, you will be responsible for ensuring the accuracy and integrity of financial data across multiple Treasury products.

Key Responsibilities:
  • Assume ownership of current Treasury Data Management controls and build, deliver, and monitor daily data controls essential for Liquidity / Regulatory Reporting.
  • Generate daily and monthly reports on data quality breaks and data validation shifts outside of BAU thresholds.
  • Drive and participate in the design, development, and implementation of future Treasury data controls.
  • Liaise between Treasury lines of business and Technology team and other Data Management analysts to communicate control status and escalate issues according to defined process.
  • Ensure process controls, data validation activities, and measurement processes remain timely and relevant.
  • Create and maintain required documentation and evidence to ensure adherence to EDM Standards and RDA requirements.
  • Work under minimal supervision on Corporate Treasury projects that require creative solutions under very tight deadlines.
  • Operational Excellence – Improve Treasury Data Management functions for production, data governance, data change, and regulatory/audit activities.
  • Change Management – Validate data and sign off on reports within test environments to confirm application accuracy, functionality, and EDM Standards are met.
  • Manage relationships with diverse data partners and technology teams to support initiative work that demand aggressive timelines.
  • Collaborate with PMO Leads to provide updates on project timelines, deliverables, and obstacles/challenging.
  • Create reporting for senior management that proactively provides project status, issue/enhancement tracking, and project implementation.
Requirements:
  • Bachelor's degree
  • 2+ years bank experience, project management, or other data control environment
  • SQL experience
  • Advanced knowledge of Microsoft software (Excel, Word, PowerPoint) including advanced Excel functions such as pivot tables, VLOOKUP, and Microsoft Visual Basic (VBA) to supplement SQL skills in data analysis exercises
  • Hands-on experience querying and analyzing large sets of data using SQL (data warehouse is Oracle)
  • Ability to work in a fast-paced environment, be creative, and balance multiple priorities simultaneously
  • Strong analytical and problem-solving capabilities skills needed to perform complex data analysis
  • Must possess very strong communication skills with teammates and leadership within Treasury Data Management (TDM)
  • Ability to create executive-ready presentations
  • Ability to work independently and take lead on addressing issues
Desired Skills:
  • Knowledge and prior experience with Liquidity Reporting / Regulatory reporting
  • Basic working knowledge of Tableau
  • Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practices
  • Banking or Financial Experience
  • Familiarity with BAC Enterprise Data Management Policy & Standards
  • Treasury background
  • Familiarity with ETL tools (Informatica)
  • BI Tools (PowerPivot, Tableau)
  • Reconciliation experience
  • Data Warehouse experience

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