Insight Global - Charlotte, NC

posted 4 days ago

Full-time
Charlotte, NC
Administrative and Support Services

About the position

The Financial Data Analyst position at Insight Global involves supporting a financial services client in Charlotte, NC, focusing on Banking Product and Counterparty data. The role is critical in ensuring data accuracy and compliance with federal regulations, particularly in the context of a data cleanse for over 540,000 clients. The analyst will work within the CFO Data Management team to maintain the integrity of Counterparty/Client Reference Data and collaborate with various stakeholders to address data quality issues and enhance data processes.

Responsibilities

  • Provide Subject Matter Expertise for Counterparty/Client Reference Data
  • Control Counterparty/Client data consumed by CFO, including investigating and developing remediation plans for data quality issues
  • Interface with business partners on their data needs, requirements for new data requests, track and prioritize changes
  • Drive consistency of Counterparty/Client data for CFO consumption
  • Assist team with data analysis and ensure quality of outputs
  • Continuously refine output of Value Added Process/Transformation to improve accuracy
  • Create SQL scripts and conduct user acceptance testing on new data requests
  • Collaborate across stakeholders including business reporting, product-specific data stewards, tech partners, upstream data providers/data management, and risk/compliance
  • Identify, review, and evaluate potential upstream systems to determine data sourcing strategy
  • Follow the proper risk disciplines and proactively escalate as needed
  • Adhere to Enterprise Data Management Standards and Risk Data Aggregation requirements

Requirements

  • Bachelor's degree
  • 3 to 6 years of data analysis and product expertise within the financial industry
  • Alteryx or SQL experience preferred, flexible if candidates have strong Excel skills
  • Counterparty data 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
  • Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practice
  • Bank of America, Regulatory Reporting, Client onboarding, or data management experience a plus
  • Previous familiarity with Bank of America platforms (PRDS, WCC, GWIM, CED, CESIUM)
  • Exposure to Agile methodology

Nice-to-haves

  • Experience with Alteryx
  • Familiarity with Bank of America platforms

Benefits

  • Equal opportunity employer
  • Diversity and inclusion commitment
  • Reasonable accommodation for disabilities
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