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Data Analyst- Client Reporting Posted on: 17/06/2019

Infinity Consulting Solutions, Inc
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  • NEW YORK-10010, NY, US

VBA

  • Job Description

    Our Client Is a Mid- Sized Financial institution and they are looking to add a Data Analyst to their capital makets team.

    This person will be reponsible for bridging the gap between the technolgy group and client reporting group.

    Duties:

    Maintain and support meeting data by daily monitoring daily Suspense queue and mapping of client and contacts in Salesforce

    Prepare, create and distribute customized reports both weekly and monthly client call reports

    Prepare and manage process of monthly process of consolidation of source performance files and mange uploads into client data warehouse use ETL tool

    Work with technology to troubleshoot and enhance data consolidation process

    Creation and preparation of data to be uploaded monthly into CRM system, Salesforce

    Work on efforts to scrub data and enhance data controls

    Technical skills:

    Strong VBA for excel (to manage Pipeline and Call Report macros).

    Some basic knowledge in SQL/building queries to troubleshoot/extract details from
    TimeXtender (ETL tool).

    Some past work with ETL tools is a plus. Doesn’t have to be an expert but someone who would be able to learn basic navigation of TimeXtender.

  • Data Analytics
    Information Technology
  • No Preference
    Contract Only
    Other
    1
  • Candidate Requirements
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    Bachelors
  • Walkin Information
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Recruiter Details
Doug Klares
1350 Broadway, Suite 2205, NEW YORK-10018, NY, US
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