Financial Operations Analyst

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The following information aims to provide potential candidates with a better understanding of the requirements for this role.

this must sit in Charlotte, NC

Job Title: Financial Data/Operations Analyst

Location: Charlotte, NC (3x/week onsite)

Duration: Contract through the end of year (12/31/2026) with high potential to extend and/or convert FTE!

Pay Rate: 35-46/hour

Required Skills & Experience

• Self-motivated, proactive individual who takes initiative and operates with a high level of ownership
• Strong critical thinking and problem-solving skills with a logical, detail-oriented approach
• Advanced Excel skills (pivot tables, formulas, large data set manipulation)
• Heavy user of Microsoft 365 tools (Excel, Outlook, Teams; familiarity with broader O365 suite)
• Strong communication skills
• Collaborative team player with a strong focus on relationship building and client service
• High attention to detail with a focus on accuracy and quality
• Continuous learner with a desire to grow and contribute

Nice to Have Skills & Experience

• SQL or basic querying experience
• Exposure to data analytics or reporting environments
• Experience with PowerPoint for presenting insights
• Financial operations experience (settlements, trade support, or similar workflows)
• Requirements gathering or working with business stakeholders

Job Description

Insight Global is seeking an Operations Analyst for a large financial services client. This individual will support key initiatives revolving around operational efficiency. This role is ideal for someone early in their career who is highly analytical, detail-oriented, and comfortable working with large data sets in Excel while collaborating across global teams. xhyhwjd This role will require 4+ days of work on-site at our client's offices.

Key responsibilities include:

1. Analyzing and working with large datasets using Excel to identify trends, discrepancies, and opportunities for improvement
2. Partnering with internal and external stakeholders across the US, UK, and Asia to support business initiatives
3. Contributing to process improvement efforts to enhance efficiency, reduce risk, and improve client outcomes
4. Supporting cross-functional projects, including requirements gathering, testing, and implementation