Data Analyst - Convergenz

Role & Responsibilities

• Gather and document detailed data transformation and financial process requirements.
• Create and manage project deliverables.
• Develop and maintain technical, process, and data-related documentation.
• Design, analyze, implement, and improve complex Excel-based and Python-based processes, data controls, and reconciliations.
• Support acceptance testing; create and execute test cases; analyze and reconcile complex test results using Excel and Python.
• Enhance and automate validation and input preparation processes.
• Maintain and track development features and stories in JIRA.
• Troubleshoot, track, and resolve project issues, dependencies, and configuration changes.
• Lead analysis, requirements gathering, and testing of financial reports using advanced Excel and custom Python code.
• Perform complex data and report analysis involving financial, forecasting, and risk data.
• Assess impacts of data source and product changes on systems and processes.
• Create engaging and detailed user guides, specification documents, release notes, and testing results.
• Support various project management activities, including control requirements, issue troubleshooting, data conversion, cataloging, and user training.

Qualifications

• Degree in accounting, quantitative finance, statistics, mathematics, economics, data analytics, or a related quantitative field preferred, with 1-3 years of relevant experience.
• Proficiency in programming or data mining languages such as SQL, Python, or SAS.
• Experience with large data sets and relational databases.
• Strong quantitative, analytical, and problem-solving skills.
• Excellent presentation, communication, and writing skills.
• Ability to use SQL to query and display large data sets while optimizing workbook performance.
• Proven experience writing SQL to query complex data structures and working with analytics.
• Expertise in Python coding.
• Strong knowledge of financial statements and general ledger/subledger data is highly preferred.
• Ability to translate complex business requirements into technical specifications.
• Advanced proficiency in Excel.
• Exceptional attention to detail and accuracy.
• Knowledge of application development following Agile methodology.
• Experience with different databases and an understanding of data and financial reporting concepts.
• Experience with implementing or modifying financial systems or applications, preferably related to accounting functions.
• Strong data and financial analytical skills; quick understanding of complex financial concepts; mortgage industry experience preferred.

Key to Success in This Role

• Ability to juggle and prioritize a large number of activities.
• Proactive problem solver with holistic and creative thinking.
• Focus on precision, accuracy, reliability, delivery, and schedule adherence.
• Ability to leverage data and reporting tools to deliver high-impact solutions.
• Team player with a positive attitude.