Finance Analyst

Post Date

Feb 23, 2024


North Carolina

ZIP/Postal Code

Jul 20, 2024 Insight Global

Job Type



Accounting / Finance

Req #


Pay Rate

$47 - $71 (hourly estimate)

Job Description

- A financial institution is seeking an Finance Analyst for their Treasury Data Management team. This person should have extensive work history in several of the following key responsibilities.

o Assume ownership of current Treasury Data Management controls across multiple Treasury products. Ownership will include building, delivering and monitoring daily data controls essential for Liquidity / Regulatory Reporting.

o Generate daily and monthly reports on data quality breaks and data validation shifts outside of BAU thresholds

o Drives and participates in design, development and implementation of future Treasury data controls

o Liaise between Treasury lines of business and Technology team and other Data Management analysts to communicate control status and escalate issues according to defined process

o Data Control Governance - Ensuring process controls, data validation activities, and measurement processes remain timely and relevant

o Create and maintain required documentation and evidence to ensure adherence to EDM Standards and RDA requirements

o Work under minimal supervision on Corporate Treasury projects that require creative solutions under very tight deadlines

o Operational Excellence -- Improving Treasury Data Management functions for production, data governance, data change and regulatory/audit activities

o Change Management -- Validates data and signs off on reports within test environments to confirm application accuracy, functionality and EDM Standards are met

o Manage relationships with diverse data partners and technology teams to support initiative work that demand aggressive timelines

o Collaborate with PMO Leads to and provide updates on project timelines, deliverables and obstacles / challenging

o Create reporting for senior management that proactively provides project status, issue / enhancement tracking and project implementation

o Work primarily on the Corporate Investments Data Warehouse (CIDW). CIDW encompasses a vast number of treasury products including derivatives, debt, cash, loans, etc.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

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Required Skills & Experience

- Bachelor's degree

- 3+ years bank experience, project management or other data control environment

- Advanced knowledge of Microsoft software (Excel, Word, Power Point) including advanced excel functions such as pivot tables, VLOOKUP and Microsoft Visual Basic (VBA) to supplement SQL skills in data analysis exercises

- SQL experience. Hands-on experience querying and analyzing large sets of data using SQL (data warehouse is Oracle)

Nice to Have Skills & Experience

* Knowledge and prior experience with Liquidity Reporting / Regulatory reporting

* Basic working knowledge of Tableau

* Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practice

* Banking or Financial Experience

* Familiarity with BAC Enterprise Data Management Policy & Standards

* Treasury background

* Familiarity with ETL tools (Informatica)

* BI Tools (PowerPivot, Tableau)

* Reconciliation experience

* Data Warehouse experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.