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
- 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
- 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 4 days ago
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