Data Reporting Analyst - Washington, United States - The Oakleaf Group

The Oakleaf Group

Verified Company

Washington, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.

We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client's short
- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.

The Data Reporting Analyst will play a crucial role in managing transactional data across various stages, from meticulous data entry and validation to comprehensive reporting.

This position is pivotal in ensuring the accuracy, integrity, and timeliness of our data-driven insights, which are instrumental in shaping strategic decisions and optimizing business processes.

Responsibilities:

Analyze data to derive insights and drive informed business decisions.
Provide recommendations tailored to business needs by understanding the operations of the business unit.
Maintain user job aids related to data entry and data hygiene practices.
Identify areas for improved data quality and reporting performance, particularly regarding equity investments.
Gather and analyze data to produce reports for internal and external stakeholders.
Collaborate with key stakeholders to ensure that reports meet business and regulatory requirements.
Review data and reports for accuracy and timeliness, providing insightful analysis and explanations of results.

Qualifications:

Bachelor's degree or equivalent in a relevant field.
Minimum of 2+ years of related experience.
Technical proficiency in Python and Tableau / PowerBI, with exposure to AWS.
Previous experience in a financerelated field with a solid understanding of financial products.
Skills in data analysis interpretation, data visualization, process automation, programming, requirements analysis, data cleaning, dashboard creation, data acquisition, data manipulation, and data validation.
This is a remote position and requires the ability to work in a home office environment with the ability to work effectively surrounded by moderate home environment noise.

Compensation & Benefits

Equal Employment Opportunity

The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.

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