Finance Data Analyst

Job Title

Pay Rate up to $48.00

Summary 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.

Requirements:

• 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.
• Passion for providing business stakeholders with the data and support they need to drive success.
• 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.
• Knowledge of Salesforce, Snowflake, PowerBI, Capital IQ, Python, and Dealogic a plus.
• 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.