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    Financial Data Analyst - Charlotte, United States - Insight Global

    Insight Global background
    Description


    Insight Global seeking Financial Data Analyst to support the completion of one of our financial services clients' MRA in the Charlotte, NC market for their Financial Data Management organization.

    These individuals will be working with Banking Product & Counterparty data to understand data defects/issues/misclassifications.

    This bank has over 540,000 clients that they are having to do a data cleanse for to meet federal regulations.

    Candidates need to have extensive backgrounds working within data analytics for a financial services company, specifically working with banking/financial products.

    Candidates should have extensive work history in several of the following key responsibilities:


    • Management of Project Mailbox and Office Hours for LOB Questions and Coordination of Completed Templates with Alteryx Workflow
    • Pull Year-End and frontbook monthly LOB cuts for distribution with template by monthly timeline. Coordinate with PMs for distribution to LOB leads
    • Process and action (where applicable)

    Alteryx batches including the following distinct populations:
    a. DQ Follow-ups to LOB

    i. Email to LOB central contacts with follow-up request

    ii. Communication and follow-up will need to be differentiated based on QA rule flagged

    b. QA ResultsClean Resultsnot SPE or Look-through SPE

    c. SPE (US & EU) and Look-through SPE (US)

    i. Assess materiality

    ii. Assess impacts for ECC communication

    iii. Create override requests

    iv. Verify overrides in production data


    • Coordinate with PMs for metric tracking and materials based on Alteryx data and ECC materials


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
    .

    Required Skills & Experience


    • Bachelor's degree
    * 5+ years in Financial Services industry with knowledge of database structures, data sourcing, data warehousing finance and accounting concepts


    • SQL or Alteryx experience
    • Regulatory reporting experience
    • Banking product experience
    Counterparty data

    Credit cards

    Loans

    Savings

    Home loans

    Investing

    Banking

    Checking accounts

    Auto

    Checking


    CDS
    Certificate of deposit accounts

    Credit strategies

    Financial markets

    Bank guarantees

    Branch banking

    Cash management

    Insurance

    Term deposits

    OTC transactions

    Nice to Have Skills & Experience


    • Counterparty data experience
    • Alteryx experience
    • Liquidity (2052 A reporting)/Treasury experience
    • Experience with Oracle, SQL Server, Alteryx, Teradata, DB2, Netezza, Hadoop, SAP eLedger, Rally, Visio, ETL tools and Data Management tools
    • Familiarity with BAC Enterprise Data Management Policy & Standards
    • Knowledge and prior experience with Liquidity Reporting / Regulatory reporting
    • Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practices

    Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

    Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.


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