Sr. Financial Data Operations/Integration Specialist
2 weeks ago
Job Title: Senior Financial Data Operations/Integration Specialist
Location:
New York City, NY (Hybrid)
Job Overview
We are looking for Senior Data Operations resources to support a large data program involving
Salesforce, Investran, Data Cloud, and a new Data Lake
. The team will work closely with the client to manage data flows, build reports/automation, and support the migration.
Key Responsibilities
- Work on data integration between
Salesforce, Investran, Data Cloud, and the Data Lake
. - Build SQL queries and support data cleanup, mapping, and validation.
- Create reports and dashboards using
Power BI
. - Build automation workflows using
Power Automate
. - Support the data migration and conversion activities throughout the project.
- Work with private funds and investor-related data.
Required Skills
- Strong
SQL
skills. - Experience with
Power BI
and
Power Automate
. - Understanding of
private funds / investors / financial data
. - Experience with
Salesforce or Investran
data (preferred). - Good communication and ability to work with client teams.
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