Financial Analyst OTC
Deloitte
Position Summary Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Analyst OTC – Consultant, Strategy, Growth, and you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.Work you’ll do/Responsibilities As an OTC (Over-the-Counter) Financial Analyst, you will play a pivotal role in driving complex data migrations for capital markets and financial services clients. In this client-facing technical role, you will leverage deep functional knowledge of OTC clearing platforms, settlement workflows, and operational processes to ensure seamless transitions during large-scale technology transformations. You will bridge the gap between technical data engineering and business operations, utilizing advanced SQL to interrogate large datasets, conduct functional analysis for reconciliations, manage mandatory tax reporting, and guarantee the integrity of client financial data.OTC Data Migration: Drive end-to-end OTC data migration activities on complex financial services technology programs for clients. Ensure strict data integrity from legacy systems to modern target architectures.Functional Analysis & Reporting: Lead functional analysis for complex financial reconciliations and ensure strict alignment with Tax and Mandatory reporting requirements.OTC Clearing Workflow Management: Navigate and extract data from various OTC Clearing platforms, actively managing and validating data structures related to clearing workflows, settlements, and daily operational processes.Advanced Data Analysis & Resolution: Interrogate large, complex financial datasets to proactively identify data quality issues, validate complex data mappings, and drive swift resolution to maintain project timelines.Technical Translation & Client Communication: Translate highly complex technical findings, SQL query results, and migration roadblocks into clear, actionable business language for non-technical executive client stakeholders.Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement managementIndependently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes.The successful candidate would possess these skills:Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationships Ability to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanor Ability to meet deadlinesAbility to provide clear guidance to othersThe Team Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.QualificationsRequired4+ years of experience as a Financial Analyst, Data Analyst, or Migration Consultant, with a proven track record delivering data migration activities on financial services or capital markets technology programs.4+ years of working directly with OTC Clearing platforms. Must possess deep familiarity with their underlying data structures, clearing and settlement workflows, and daily operational processes.4+ years of experience working with SQL & Data Analysis Proficiency: SQL skills. Demonstrated ability to write complex queries for data extraction, transformation, validation, and reconciliation across massive enterprise datasets.Data Analysis & Interrogation: Excellent analytical skills with the ability to independently interrogate large and complex datasets, identify data quality issues, and drive resolution.Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experienceLimited immigration sponsorship may be availableAbility to travel 10%, on average, based on the work you do and the clients and industries/sectors you servePreferredFSI Industry Focus: Experience delivering technical and financial solutions exclusively within the Financial Services and Insurance (FSI) sectors, specifically within Capital Markets, Derivatives Trading, or Wealth Management.Cross-Border Operations: Prior experience supporting global trading desks (NAM, EMEA, APAC), understanding regional regulatory differences and cross-border settlement nuances.Analytical/ Decision Making ResponsibilitiesAnalytical ability to manage multiple projects and prioritize tasks into manageable work productsCan operate independently or with minimum supervisionExcellent Written and Communication SkillsAbility to deliver technical demonstrations Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on job-api.jobget.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: 364528 Job ID 364528 Strategy, Growth, and Transformation | Functional and Operational Strategy and TransformationSame job available in 5 locations
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