Job Details

Data Analyst- Client Reporting

NEW YORK-10010, NY, US
06/17/2019

-


Required Skills

    VBA
Company

Infinity Consulting Solutions, Inc

Experience

-

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
-
Bachelors

Walkin Information
-
-
-

Recruiter Details
Doug Klares
1350 Broadway, Suite 2205, NEW YORK-10018, NY, US
-