Data Analyst, Officer

Jobtailor; Kraków; On-site; PLN 120,000 - 160,000; Full time

Job summary

Jobtailor is seeking a data-focused professional to manage client account data and drive accurate conversions. You will collect, organize, and analyze data, review submissions for completeness, and maintain documentation across the implementation lifecycle.

The role requires 5+ years in data analysis or client onboarding, strong Python/SQL/Excel skills, and excellent written and verbal communication to coordinate with cross-functional teams.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, MIS, IT, Data Analytics, or related field.
• 5+ years of data analysis, investment operations, client implementation, account services, or financial services technology.
• Experience with account onboarding, system configuration, data controls, or implementation testing.
• Strong analytical skills to review large data sets for accuracy and consistency.
• Proficiency in Python, SQL, Excel, data profiling, and reconciliation techniques.
• Excellent written and verbal communication to translate data issues into actions.

Responsibilities

• Collect, organize, and analyze client account data to support conversions.
• Review data for completeness, consistency, and alignment with requirements.
• Maintain and update data artifacts and implementation documentation.
• Support configuration of account attributes and business rules in workflows.
• Perform data profiling, reconciliation, and validation across systems.
• Investigate data exceptions and document root causes and resolutions.
• Partner with leads and teams to clarify data requirements and resolve dependencies.
• Support testing cycles by preparing test data and validating results.
• Apply data controls to ensure accurate and timely account activity.
• Document field definitions and population rules for consistent interpretation.
• Monitor readiness and escalate blockers affecting testing or production.
• Support post-go-live remediation and coordination with stakeholders.
• Contribute to reusable standards and best practices for implementations.

Skills

Analytical skills

Written communication

Verbal communication

Education

Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, Data Analytics, or a related field of study

Tools

Python

SQL

Excel

Data Profiling

Reconciliation techniques

Reporting tools

Job description

• Collect, organize, and analyze client account data required to support client conversions.
• Review client-provided data for completeness, consistency, and alignment to Account Services data requirements, templates, and agreed operating models.
• Maintain and update client account data artifacts account setup data dictionaries, configuration trackers, validation logs, and related implementation documentation.
• Support configuration of account attributes, dropdown values, lookups, business rules, checklist items, and other client-specific settings within Account Services workflow and administration tools.
• Perform data profiling, reconciliation, and validation exercises to confirm that account data is accurately reflected across Account Services tools and downstream Alpha systems.
• Investigate data exceptions, configuration breaks, and validation failures; document root cause, proposed resolution, ownership, and status through closure.
• Partner with implementation leads, project managers, product owners, technology teams, and downstream service teams to clarify data requirements and resolve configuration dependencies.
• Support testing cycles by preparing test data, reviewing expected results, validating configuration outcomes, and documenting defects or required remediation.
• Apply data controls to ensure accurate, complete, and timely account setup, maintenance, and conversion activity.
• Document field-level definitions, population rules, required values, impacted workstreams, and downstream usage to support consistent data interpretation.
• Monitor configuration readiness, data quality issues, and open action items; escalation of blockers that may impact testing, conversion, or production timelines.
• Support post-go-live remediation and change activity by analyzing data impacts, validating updates, and coordinating with relevant stakeholders.
• Contribute to reusable standards, templates, control checks, and best practices that improve the consistency and scalability of Account Services implementations.

Requirements

• Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, Data Analytics, or a related field of study
• 5+ years of experience in data analysis, investment operations, client implementation, account services, or financial services technology
• Experience with account onboarding, system configuration, data controls, or implementation testing preferred
• Strong analytical skills with the ability to review large sets of data for completeness, accuracy, and consistency
• Working knowledge of Python, SQL, Excel, data profiling, reconciliation techniques, and reporting tools used to support data analysis and control activities
• Excellent written and verbal communication skills, with the ability to translate data issues into clear actions for clients, implementation teams, technology partners, and operations stakeholders.

Core Competencies

Demonstrates expertise in data analysis, account services, and implementation testing, with a strong focus on data quality, configuration management, and effective communication with stakeholders. Proficient in utilizing Python, SQL, and Excel for data profiling and reconciliation to support client conversions and operational efficiency.

Highest-signal resume keywords

• Data Analysis
• Account Services
• Implementation Testing
• Python
• SQL

ATS Optimization Keywords

Hard Skills

• Data Profiling
• Reconciliation Techniques
• Data Controls
• System Configuration
• Account Onboarding

Soft Skills

• Analytical Skills
• Written Communication
• Verbal Communication

Industry Keywords

• Financial Services Technology
• Client Implementation
• Investment Operations

Tools & Technologies

• Excel
• Reporting Tools