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Financial Analyst
Charlotte, NC
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Job Description Insight Global is seeking a Financial Data Analyst to support Pricing and Profitability functions within a large financial services organization. This role will serve as a cross-functional analytics resource, partnering with Finance, Data Management, Technology, and business teams to improve reporting, data quality, systems, and analytical processes.
The ideal candidate is highly analytical, proactive, and comfortable working independently. This person will assess existing workflows, identify opportunities to reduce manual reporting and data manipulation, and help develop more efficient and automated solutions. The role will also support ongoing data and technology modernization initiatives, including system enhancements, integrations, and cloud-based data environments. Skills and Requirements 3-5+ years of experience in data analytics, financial analytics, business intelligence, data management, or a related functionStrong SQL skills with experience working with large and complex data setsHands-on experience with Power BI, including reporting, dashboards, and data visualizationExperience analyzing existing processes and identifying opportunities for automation and process improvementExperience with data validation, data mapping, testing/UAT, and troubleshooting data or system issuesAbility to understand complex data flows, business rules, system dependencies, and reporting processesStrong analytical and problem-solving skills with excellent attention to detailAbility to work independently, take ownership of deliverables, and drive projects forward with limited directionStrong written and verbal communication skills with the ability to communicate findings to technical and business stakeholdersBachelor's degreeExperience within banking or financial services, particularly Finance, Treasury, Pricing, Profitability, Operations, or Enterprise DataPython experience for analytics or automationExperience working with Databricks or other cloud-based data platformsExperience with SalesforceExperience supporting data/platform migrations, system integrations, or technology modernization initiativesProject management or experience coordinating cross-functional initiativesExperience developing or improving automated reporting processesExperience with VBA or VisioAdvanced degree, CFA, or CPA 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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 the recruiting process, please send a request to HR@insightglobal.com.
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