Finance Analyst

Finance Analyst

Location: New York, NY - Charlotte, NC

Duration: 9 months

Pay Rate: $80

Job/Role Description

This role supports the development of a new tool to generate the 2052A regulatory report as part of a major technology migration to a modern tech stack.

This position will analyze and compare current processes with new processes to ensure smooth transition and improved efficiency.

This position will ensure high-quality data delivery by performing data lineage analysis and documenting how data transforms step-by-step from source to final report.

Perform data and business analysis to support Treasury and Liquidity reporting requirements, including 2052A and 6G.

Gather and document business and technical requirements while collaborating with Scrum Masters and Developers in an Agile environment.

Write clear and comprehensive documentation for processes, data flows, and system changes.

Utilize SQL to query, analyze, and validate data across multiple systems.

Support functional analysis of balance sheet products including loans, deposits, and derivatives.

Identify gaps between current and future-state processes and recommend improvements.

Work independently with limited supervision while delivering high-quality results on tight timelines.

Accurately document analysis findings, requirements, and data lineage in appropriate systems and tools.

Report key findings and project status to management and stakeholders.

Required Qualifications

Strong experience in data and business analysis with a mix of technical and functional skills.

Hands-on experience with Treasury, Liquidity, 2052A, and 6G reporting or systems.

Proficiency in SQL for data extraction, analysis, and validation.

Solid understanding of data lineage and the ability to trace and document how data transforms from source to final output.

Experience comparing current processes with new processes during system migrations or tool implementations.

Ability to write clear and concise technical and business documentation.

Functional knowledge of balance sheet products (loans, deposits, derivatives, etc.) is preferred.

Proven ability to work independently with limited supervision in a fast-paced environment.

Experience working in Agile environments with Scrum Masters and development teams.

Strong analytical, problem-solving, and organizational skills with keen attention to detail.

Excellent written and verbal communication skills.