Data Analyst Level 5

Job Description:

• Business Analyst / Data Analyst
• Treasury Transformation

Role Overview:

• Support Treasury Transformation and Balance Sheet and Interest Rate Risk Management initiatives within Client Corporate Treasury.
• The role will analyze data from multiple banking and financial systems, support data migrations, identify variances and anomalies, and document processes and validation results.

Key Responsibilities:

• Analyze, validate, and reconcile data from loans, credit cards, investment banking, market data, brokerage, and other financial systems.
• Identify data patterns, anomalies, variances, and potential issues.
• Support transitions from non-strategic to strategic data sources.
• Provide data and requirements to business and technology teams.
• Document processes, changes, decisions, testing, and validation results.
• Participate in Agile ceremonies and create/manage Jira stories.
• Communicate proactively, raise questions or issues promptly, and work independently.
• Support analyst testing and complex processes where clear communication is critical.

Required Qualifications:

• Experience in data analysis, business analysis, or data management.
• Strong Excel skills and basic SQL knowledge.
• Ability to analyze data, identify anomalies, and document findings.
• Strong communication, organization, and problem-solving skills.
• Ability to work independently with business and technology stakeholders.

Preferred Qualifications:

• Experience in treasury, finance, banking, or financial services.
• Experience with Python, Power BI, Alteryx, Tableau, Jira, or data migration projects.
• Previous relevant Client experience.
• Familiarity with Copilot and other data-analysis tools.

Soft Skills:

• Strong communicator who works effectively with business and technology teams.
• Proactive, ambitious, and willing to take initiative.
• Assertive and comfortable speaking up or raising concerns.
• Comfortable learning new business and technical concepts.
• Able to manage work independently with limited supervision.
• Willing to ask for clarification or support when blocked.
• Comfortable communicating with senior stakeholders.
• Strong professional presence and willingness to collaborate in person.

Hiring and Location Details:

• Approximately 6 to 7 openings.
• Positions will include a mix of Level 4 and Level 5 roles.
• Location: Charlotte Uptown.
• Contractors are expected to work onsite Monday, Tuesday, and Wednesday.
• Hiring Manager: Vikram Gupta, based in San Francisco.
• Vikram's direct report, David Rice, is based in Charlotte and will be the local contact.
• Contractors will sit near David Rice in the Charlotte office.
• Interviews will be conducted onsite.

Pay Range: $XXX - $XXX
The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.
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