Sr. Data & Financial Strategy Advisor - Q2 Software, Inc
Charlotte, NC
About the Job
As passionate about our people as we are about our mission.
What We’re All About:
Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
The Job At-A-Glance:
PrecisionLender’s (PL) Business Advisory team seeks a talented SQL Database Analyst with a strong background in relational databases and financial expertise, either through CFA certification or commercial banking experience. The ideal candidate will manage and optimize cross-team data usage, ensure data integrity, and provide financial analysis and insights. This role requires a collaborative team player committed to shared goals.
A Typical Day:
- Deliver complex SQL queries, stored procedures, and triggers to extract and manipulate data.
- Guide customers to ensure data aligns with pricing strategies and internal processes.
- Advise internal teams (Sales, Delivery, Product Development) on engagement data and key financial metrics, including net interest income, return on equity, and capital allocations.
- Monitor commercial pricing process at banks on data and reporting needs.
- Partner with product teams to develop data structures that meet client needs.
- Design, implement, and maintain databases via SQL / Python scripts for business applications.
- Develop complex queries, stored procedures, and triggers.
- Ensure data accuracy, consistency, and security.
- Collaborate with cross-functional teams to gather and analyze business requirements.
- Perform financial analysis and provide insights for decision-making.
- Document database structures, processes, and procedures.
- Monitor database performance and troubleshoot issues.
- Stay updated with industry trends in database management and financial analysis.
Bring Your Passion, Do What You Love. Here’s What We’re Looking For:
- Typically, 8+ years of experience in financial institutions, 3+ years within a large national or global bank with focus on commercial loan pricing, risk management, finance, analytics, or similar functions. Cross functional experience in these areas preferred.
- Knowledge of commercial banking products, particularly credit and treasury products.
- Bachelor's degree in Computer Science, Information Technology, Finance, or a related field.
- CFA certification is preferred.
- Proven experience in SQL / Python database management and relational databases.
- Strong proficiency in SQL / Python programming and query optimization.
- Extensive experience in financial analysis, modeling, and reporting.
- Excellent analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Strong communication and interpersonal skills.
- Attention to detail and a commitment to data integrity.
- Excellent spoken and written communication as well as receptive listening skills, with the ability to present complex ideas in a clear, concise fashion to technical and non-technical audiences at all levels of the organization.
#LI-HB1
This position requires fluent written and oral communication in English.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Click here to find out more about the benefits we offer.
How We Give Back to the Community:
You can learn more about our Q2 Spark Program, Q2 Philanthropy fund, and our employee volunteering programs on our Q2 Community page.Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute, and The Trevor Project, promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF, and Homes for our Troops, a group helping veterans rebuild their lives with specially adapted homes.
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
