Job Description

Job Title: 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.