Operations/Data Analyst - Excel and SQL

Operations Analyst - Must possess strong Excel and SQL. Salesforce experience a PLUS

This position is a HYBRID ONSITE ROLE. 5 days per MONTH.

• Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
• Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions.
• Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
• Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
• Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

You should possess the following experience, skills, and qualifications:

• High competency in Excel, Access, SQL, and PowerPoint
• Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
• Ability to work independently yet integrate personal results in a team environment.
• Able to produce accurate work product.
• Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
• Strong analytical and critical thinking skills.
• Strong oral and written communication skills.
• Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.