About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Banking.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

What You’ll Do

The Data Analyst (Analytics & Reporting) will turn large financial datasets into actionable reporting and insights to support performance measurement and regulatory filings for our Confidential Client. You will work closely with data governance and regulatory stakeholders to deliver accurate, auditable reports.

• Consolidate and prepare Confidential Client's deposit and loan portfolio data and reconcile database records against the general ledger.
• Translate business requests into analytical solutions and dashboards that support stakeholders across finance and operations.
• Validate general ledger and source system data; investigate and resolve data discrepancies to ensure consistency.
• Manage and review data quality metrics for portfolio data stored in the data warehouse.
• Support preparation of regulatory and financial reports; ensure documentation and controls meet audit requirements.
• Build reports and visualizations for business users using BI tools and Excel.
• Document report definitions, calculation logic, and data lineage for transparency and auditability.
• Collaborate with cross-functional teams (finance, compliance, data governance) to implement reporting improvements.

---

What You’ll Need

• Bachelor’s degree in Accounting, Finance, Business Administration, Data Science, or a related field.
• 1+ years of experience in data analytics, data management, or a similar finance-focused analytics role.
• Entry-level knowledge of banking operations (deposit operations, loan administration, treasury management, or commercial banking products).
• Familiarity with regulatory and legal compliance obligations relevant to financial reporting.
• Entry-level to intermediate experience with SQL and Excel; advanced Excel skills (VLOOKUP/XLOOKUP, PivotTables, advanced formulas).
• Experience with data visualization platforms such as Tableau or Power BI (entry to intermediate).
• Ability to present findings from large datasets in a clear, actionable way.
• Strong analytical and problem-solving skills with high attention to detail and data quality.
• Solid written and verbal communication skills and ability to work collaboratively across teams.
• Experience supporting financial reporting or regulatory reporting is a strong plus.

---

Benefits You’ll Love

• Competitive salary and comprehensive medical, dental, and vision benefits.
• Retirement savings plan with employer match.
• Paid time off and company-observed holidays.
• Tuition assistance and professional development opportunities.
• Employee volunteer and wellness programs.
• Hands-on exposure to financial operations and regulatory reporting that will accelerate your career growth in banking analytics.

---

About the Company

Confidential Client is a financial services organization operating in the Banking industry. The role offers the chance to support enterprise reporting and regulatory deliverables while gaining broad exposure to banking operations and financial data management.

---

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.