Financial Analyst

Job Description

- Insight Global is looking for a Finance Analyst for a large financial services client in the Charlotte, NC area. This role is going to be working in the Global Liquidity Management group, and working heavily with data needed for 2052 A reporting. This person needs to be skilled in both Excel and Tableau and needs to be interested in working with large sets of data to provide update and communicate with other lines of business within the bank. This individual will be presenting to upper management on errors within their data. This person will be starting in their data quality space, move into a validation role, followed by more a role with heavy reporting and communication with business leaders. This team is referred to as their Production Team, and this person will rotate between these groups on a weekly basis.

The Analyst will be responsible for

Perform reporting, monitoring, and analytics in relation to liquidity submissions

Understand liquidity reporting rules and data requirements

Enhance processes to streamline reporting and build out additional analytical capabilities

Perform system testing and understand impacts to end to end liquidity process

Ensure documentation and reporting controls are up to date, managing operational risk in the process

Work on ad-hoc projects for senior management or regulators

Required Skills and Experience

Ability to analyze and manipulate large quantities of data with great attention to detail as well as understand the flow of data within database applications

Excellent time management skills, including the ability to meet deadlines, and manage multiple priorities without sacrificing quality or timelines

Strong analytical and presentation skills

Self-motivated, self-directed

Proficient with Microsoft tools (Excel, Word, PowerPoint)

3+ years of financial and/or data analytics experience with a financial institution

Bachelor's Degree in Finance, Accounting, Economics, Business or a related field - or related work experience

Desired Skills and Experience

Regulatory Reporting, Liquidity Management, Accounting, Data Management or similar background/experience

SQL, Database knowledge & ability to analyze data and related flows

Experience working with quantitative models

Knowledge of Banking and Capital market products

Experience with Microsoft Suite -- Word, PowerPoint, Excel, Workiva, Atlas/LIBRA, Blueprint, Diamond, Tableau

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: ~~~/ .

Skills and Requirements

Excel skills (Pivot Tables, VLOOKUPS) and Tableau exp

- 1-4 years of experience in data/business analytics/project management

- Presentation skills

- Banking/Finance experience - 2052 A reporting (liquidity reporting) experience

- Capital Markets experience

- Escalation experience (escalating a problem to upper management that ended up being resolved) null

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to ~~~.