Financial Data Analyst at Insight Global in Charlotte, North Carolina

Posted in Other 3 days ago.

Type: full-time





Job Description:

Insight Global is seeking a Financial Data Analyst for a large financial services company in the Charlotte, NC area. This is going to be in the Treasury organization within the bank, and this individual will be looking into improving processes for the Treasury business' quarterly forecast. This person will be responsible for process improvement/data cleanup for recovery and resolution for the bank. This person will be working closely with Internal Liquidity Stress Test (ILST) and other liquidity reporting. The Analyst will support the Traded Products Liquidity Management team covering Derivatives, responsible for:
  • Measure, analyze, monitor, and report on the firm's derivative positions in the 2052a, LCR, NSFR, and ILST
  • Engage with Global Markets, Risk and other key stakeholders to understand and anticipate changes in derivatives activity, and associated impacts to liquidity metrics
  • Engage with CFO Data Management and other key stakeholders to understand and anticipate changes in derivatives data, as well as to improve liquidity risk reporting accuracy, process and controls
  • Research reporting issues as they arise and escalate as appropriate
  • Provide input into monthly and quarterly reporting, disclosures, and presentations for senior management
  • Support other ad hoc projects within Traded Products Liquidity Management

Required Skills and Experience:
  • Ability to analyze and manipulate large quantities of data with great attention to detail as well as understand the flow of data within database applications
  • Excellent time management skills, including the ability to meet deadlines, and manage multiple priorities without sacrificing quality or timelines
  • Strong analytical and presentation skills
  • Strong communication (written and oral)
  • Self-motivated, self-directed
  • Proficient with Microsoft tools (Excel, Word, PowerPoint)
  • 3+ years of financial and/or data analytics experience with a financial institution
  • Bachelor's Degree in Finance, Accounting, Economics, Business or a related field - or related work experience

Desired Skills and Experience:
  • Experience developing, implementing, and maintaining reporting in a consistent manner
  • Solid understanding of Treasury / liquidity concepts and liquidity regulations
  • Experience in Global Markets and/or Line of Business Experience
  • Experience in regulatory reporting
  • Experience at Bank of America (knowledge of the enterprise)
  • Ability to navigate complex data environments and manipulate large data sets.

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