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, Business Consulting and Services.

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

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What You’ll Do

Confidential Client is seeking a Financial Data Analyst to support Large Financial Institution (LFI) readiness and regulatory reporting efforts. You will gather, validate, analyze, and report on key business data to ensure accurate, timely regulatory submissions and internal reporting.

• Support LFI readiness by developing business requirements aligned to FRB regulations (e.g., Reg YY, FR 2052a, FR Y‑14, FR Y‑15).
• Perform data analysis to identify trends, insights, and improvement opportunities.
• Validate data accuracy and perform regular quality checks.
• Execute and participate in User Acceptance Testing (UAT) to verify data integrity.
• Collaborate with Technology to translate business requirements into implementable solutions and test deliverables.
• Facilitate and participate in cross-functional workshops to clarify requirements and resolve defects or questions.
• Maintain documentation of data sourcing, transformations, and reporting methodologies.
• Build data visualizations and dashboards that communicate key metrics to stakeholders.
• Manage multiple priorities and deliverables within project timelines.

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Must-Have Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Technology, or related field.
• Minimum 5 years of experience in data analysis or a similar analytical role.
• At least 2 years’ experience using data analysis tools (SQL, Excel) and visualization platforms (Tableau, Power BI).
• Demonstrated ability and willingness to learn Reg YY and related reporting regulations (FR 2052a, FR Y‑14, FR Y‑15).
• Intermediate knowledge of banking operations (deposits, loan administration, treasury management) and regulatory compliance basics.
• Strong analytical skills, attention to detail, and ability to validate complex datasets.
• Intermediate to advanced written and verbal communication skills.
• Experience working collaboratively in team environments and managing multiple stakeholders.

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Tools & Skills

• SQL (querying and data extraction)
• Excel (advanced functions, pivot tables)
• Tableau or Power BI (dashboards and visualizations)
• UAT/testing methodologies
• Business requirements development and documentation
• Data validation & quality assurance techniques

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Compensation & Location

• Base pay range: $94,000 — $128,000 per year.
• This role is based in Phoenix, AZ. Onsite attendance is expected (approximately 4 days per week).
• Employment type: Full-time.

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Why Join

• Work on high-impact regulatory reporting and LFI readiness initiatives.
• Develop subject-matter expertise in Reg YY and related Federal Reserve reporting.
• Collaborate across business and technology teams in a supportive data-governance environment.
• Competitive pay and opportunities for professional growth.

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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.