You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Financial Analysis professional in our Corporate & Investment Banking, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
- Serve as the subject matter expert for the Alteryx COE Integration & Scheduling process.
- Oversee the design, development, and delivery of standard reports, automation workflows, and dashboard tools.
- Ensure system management, administration, and testing. Manage reference data, user support, communications, training, and inquiry management.
- Create innovative solutions to meet management reporting needs. Interact with technical teams to enhance and troubleshoot system issues and inefficiencies.
- Coordinate the collection of system requirements for the consolidated reporting initiative. Assist in QA & UA testing.
- Develop and manage proof of concept tools (Tableau, Alteryx, etc.) to drive requirements for strategic solutions.
- Support the heritage toolset and assume responsibilities for user support and data management.
- Enhance the efficiency and consistency of the reporting environment. Improve ad-hoc reporting capabilities for a broad user community.
- Build commonly used formulas and variables into the reporting universe.
- Organize, clearly label, and assign meaningful descriptions to reporting elements. Design supporting databases efficiently to maximize performance.
- Collaborate with broader sales support and business management teams to design effective solutions for management reporting needs.
Required qualifications, capabilities, and skills:
- Bachelor’s Degree Required with minimum 4 years of experience in reporting, automation and/or dashboard development
- Required technical skills : Tableau and Alteryx, Pitchpro+, SAP Business objects, Cognos
- Innovative, self-motivated and solutions oriented. Extensive working knowledge of system management practices
- Ability to be flexible, follow tight deadlines, organize and prioritize work and multi-task in a fast paced environment.
- Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
- Ability to work with all levels of employees and have a strong presence enabling effective influencing, interaction, and communication with senior management. Proven ability to work independently with minimal guidance. Excellent written and oral communication skills; and demonstrated ability to interact with technical, non-technical, and business members of the organization
Preferred qualifications, capabilities, and skills:
- Additional Technical skills are a plus: Superior skills in SQL, Python, or other scripting language & Qlik Sense
- Subject matter knowledge of finance and business management functions and/or banking technologies/infrastructure a plus