Data Analyst - Finance Transformation

Job Description

Job Description

This position is offered as a 6+ month assignment with an opportunity for extension

This position is not open to relocation or applications from 3rd party vendors

The Crosby Company of New Hampshire is a single-family office dedicated to the long-term stewardship, management, and preservation of family assets. The Crosby Company of New Hampshire provides administrative and advisory services including investment, finance, technology, risk management, human resources, compliance, curatorial, and trust oversight services to various family office entities.

The Crosby Company of New Hampshire (CCNH) technology team is a service provider to CCNH and its business partners. Team members have a broad understanding of subject areas throughout the business, maintain strong relationships with key business constituents, and possess the ability to flex between a strategic and tactical mindset.

The Finance Transformation Data Analyst will work with our business partners and other technology team members to deliver a key data initiative in 2026 whose primary goal is to implement a single, scalable, and flexible data lake that consolidates data from multiple systems - structured and unstructured - into one centralized platform. The expected outcomes and benefits from this work include:

• Enhances Decision Making - Consolidates data sources and provides accurate insights to support strategic and operational decision-making.
• Improves Efficiency Through Automation - Reduces manual effort by automating data extraction, transformation, and reporting processes, cutting turnaround times significantly.
• Establishes Governance and Compliance - Implements robust data governance frameworks to ensure security, privacy, and regulatory compliance across all data assets.
• Improves Data Quality - Establishes and implements a data quality framework to ensure that all enterprise data is accurate, complete, consistent, timely, and reliable.
• Reduces Redundancy and Stale Data - Eliminates duplicate efforts and outdated data by centralizing storage and enabling automated refresh cycles.
• Supports Future Modernization - Prepares the environment for ongoing modernization initiatives.

POSITION DUTIES / ACCOUNTABILITIES: Work as a member of cross – functional technology and business teams to deliver the following:

• Support efforts to deliver a secure MS Fabric environment to host highly confidential data.
• Support efforts to provide financial data to data lake needed by the organization - including data feeds in and out, structured / unstructured, and historical data.
• Support data governance framework implementation for financial data.
• Develop key prioritized reports via PowerBI.
• Design the necessary data models required to support reporting needs of the organization
• Enable self-service report offering via PowerBI.
• Participate in development and execution of Power Bi Center of Excellence Pilot.
• Support external audit review of data lake implementation (if needed).
• Create requirements documentation to support the development of key prioritized reports.
• Produce detailed test plans, test strategies, test scripts, test conditions in partnership with business, vendor, and implementation partners.

QUALIFICATIONS:

• You have a bachelor’s degree and 5+ years of related experience in data analysis, or a master’s degree and 3+ years of relevant experience.
• You have significant expertise in data related projects in the areas of requirements gathering, analysis, interpretation and translating them to data solutions.
• You have 5 years’ experience performing data analysis on modern data platform such as Snowflake and MS Fabric
• You have dimensional data modelling design and implementation experience.
• You are familiar applying data governance and management practices when building data solutions.
• You have strong data analysis and data profiling skills with a solid experience using SQL/Python. You are experienced independently wrangling insights from datasets to obtain valuable insights.
• You have experience working with cloud data warehouse platforms including awareness of its data lifecycle, sharing and access architecture.
• You have experience delivering complex Power BI reports. Certification an advantage.
• You understand and communicate sophisticated concepts effectively to a variety of audiences, both technical and non-technical. You make the complicated simple.
• You are fluent in agile work methodologies such as scrum and its application. Familiarity with Jira of benefit.
• You have experience navigating integrated enterprise data and working across multi-functional teams. You can identify alternative approaches and make recommendations on the benefits and shortcomings of each approach.
• You operate with a “can-do” attitude despite uncertainties and business flux and can prioritize accordingly.
• You are a strong results-orientated contributor with an ability to clearly articulate and deliver business value.
• You demonstrate experience in understanding multi-functional enterprise data, navigating between business analytic needs and data.
• An ability to adapt to a changing business environment while retaining a high level of attention to detail and delivering high quality work.
• Ability to create a collaborative environment that fosters teamwork, mutual respect, creativity, innovation, and learning.
• Strong collaboration skills. Proficient in requirements elicitation and prioritization.
• Excellent time management, organizational, and prioritization skills.
• Demonstrated interpersonal, written, and verbal communication skills.
• Flexibility in adapting to new and varying situations.
• Ability to think and perform under pressure.
• Proactive and positive attitude, highly motivated, and self-directed.
• Detail-oriented with strong problem-solving skills.
• Comfortable working independently, adapting to shifting priorities, demands, and timelines in a fast-paced environment and demonstrating leadership skills.
• Keen attention to detail and complex problem-solving abilities from operational and technical perspectives

The Crosby Company Of New Hampshire LLC is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.