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Business Support Analyst

3B Staffing LLC

Responsibilities



  • Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce)
  • Develop and maintain thorough knowledge of the data and workflows in the CRM platform
  • Contribute to the efficient and accurate monthly reconciliation of financial data
  • Provide user support to bankers and other staff that use the CRM
  • Support COO Group colleagues as needed
Required Qualifications
  • 1-3 years of experience in finance or accounting
  • Strong analytical and problem-solving skills
  • Ability to quickly learn, understand, and master processes and data management
  • Strong verbal and written communication skills and interpersonal skills
  • Attention to detail, strong quantitative skills, and high commitment to data accuracy
  • Advanced Word, Excel (including nested formulas, macros, pivot tables, look-ups and VBA), SQL, and PowerPoint
  • Motivated self-starter and team player who can navigate ambiguity effectively and drive decisions and change through influence and persuasion
  • Familiarity with investment and corporate banking and capital market products
  • Demonstrate sense of urgency in meeting challenging deadlines and achieving goals
  • Comfort working in a multicultural environment
  • Legal authorization to work in the United States
  • Bachelor's degree preferred
Preferred Qualifications
  • Knowledge of Salesforce, Snowflake, PowerBI, Capital IQ, Python, and Dealogic
  • Passion for providing business stakeholders with the data and support they need to drive success
Vacancy posted 3 days ago
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