• Liquidity Reporting Analyst

    Insight Global (Charlotte, NC)


    Job Description

    - Insight Global is looking for a Financial Data Analyst for a large financial services client in the Charlotte, NC area. This role is going to be working in the Global Liquidity Management group, and working heavily with data needed for 2052 A reporting. This person needs to be skilled in both Excel and Tableau and needs to be interested in working with large sets of data to provide update and communicate with other lines of business within the bank. This individual will be presenting to upper management on errors within their data. This person will be starting in their data quality space, move into a validation role, followed by more a role with heavy reporting and communication with business leaders. This team is referred to as their Production Team, and this person will rotate between these groups on a weekly basis. The Analyst will be responsible for:

     

    • Daily/weekly/monthly reporting of liquidity metrics (regulatory and internal), including analysis and investigation of moves

    • Liaising with internal colleagues, 2nd and 3rd line defense teams to streamline reporting and ensure resolution of issues

    • Project Work – involving a wide scope of possibilities but mainly focused on improved design and control within existing reporting routines

     

    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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    - Excel skills (Pivot Tables, VLOOKUPS)

     

    - 1-4 years of experience in data/business analytics/project management

     

    - Presentation skills

     

    - Banking/Finance experience - Tableau

     

    - Treasury/Liquidity experience

     

    - 2052 A reporting (liquidity reporting) experience

     

    - Capital Markets experience

     

    - Escalation experience (escalating a problem to upper management that ended up being resolved)