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$60 - $70 Per Hour
Contract
Partially Remote
New York, NY, United States
2 months ago
Job Purpose Senior Data Analyst will be responsible for key strategic data projects. We are looking for a proactive individual that can help us to continually improve and enhance our business processes, gathering requirements and feedback, and designing best practice solutions. The Senior Data Analyst will report to the Distribution Intelligence Managing Director, working within the Distribution Intelligence team. Duties and Responsibilities Consult and liaise with key stakeholders to gather and confirm business requirements Support the below focus projects: Monthly ETF Tracking Coordination with IT to automate monthly checks to ensure data accuracy of process and auditability MF, MA, 529, ETF Monthly Tracking Process in Data Mart + Prior Period Adjustments Coordination with IT to define and prioritize development plan in Azure Boards Data audit between databases / systems to ensure completeness and accuracy of dataset Develop testing plan & perform business QA steps to ensure completeness and accuracy of development work Coordination with IT to automate monthly checks to ensure data accuracy of monthly process and auditability ETF Reporting Monthly ETF Reconciliations Coordination with IT to run monthly detailed reconciliation of Broadridge source file vs. SalesPage and review for reasonableness Compile Monthly ETF Recon Report & investigate / document variances Broadridge source file vs. Finance Broadridge source file vs. SalesPage Finance vs. SalesPage Total SalesPage vs. Resolved Data Monthly Broadridge ETF Report Compile monthly Excel report Review for insights & distribute to stakeholders monthly Monthly Envestnet ETF Report: Compile manual monthly Excel report Review for insights & distribute to stakeholders monthly Distribution Expansion / Territory Analysis Quarterly Territory Analyses QA of data for analysis Automation of quarterly territory analyses in Power BI Derive and summarizes insights for sales management and sales teams Perform ad hoc territory realignment analyses in collaboration with Sales Management QA of data for analysis Perform ad hoc analysis by request from Sales Management Document and present analysis findings to Sales Management Data Accuracy Dually Registered Duplicate Offices Coordination with IT to automate process of maintaining ‘Exception List’ in SQL to office exceptions systematically identified through the application of business rules Firm Channelization Establish process for assigning firm channelization to new firms on an ongoing basis Coordination with IT on development of solution QA of outputs Finance vs. SalesPage – Asset Reconciliations Monthly review of existing reconciliations to highlight variances for investigation by the team Coordination with IT to scale existing reconciliation process to include additional vehicle types (ETFs, UCITS, SMAs) including QA of reconciliations for business requirements Establish process for regular review of reconciliations & communication of findings Finance vs. SalesPage – Transactions Reconciliations Develop understanding of the transaction process & best source for reconciliation by vehicle type (MF, VIT, ETF, UCITS, 529, SMAs) Coordinate with IT to develop an automated process for reconciling transactions monthly QA IT reconciliation for business requirements Establish process for regular review of reconciliations & communication of findings Qualifications Background in accounting/audit, experience with the retail asset management distribution, experience with process improvement, data quality management and operational excellence are preferred but not required Experience with Salesforce, SalesPage, Power BI, Azure Boards preferred but not required Candidate must demonstrate the following skills: Superior communication skills both written and verbal Detail oriented Process oriented Organization Comfort with ambiguity Ability to effectively manage multiple tasks in an environment of competing priorities and deadlines Excellent time management skills and a demonstrated ability to deliver projects on time and on budget Experience delivering projects using the Agile methodology of project management Superior organization skills including outstanding accuracy and attention to detail Proactive attitude to platform enhancements and a desire to implement best practices Excellent relationship-building skills and the ability to liaise with stakeholders at all levels
$60 - $70 Per Hour