Banking Data Analyst: Portfolios & Regulatory Reporting

Insight Global; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Insight Global is seeking a Data Analyst to transform banking data into actionable insights by building analytical solutions, performing advanced analyses, and ensuring data integrity. You will work with regulatory stakeholders and data governance teams to deliver high-value reporting for external filings and company performance.

Responsibilities include reconciling deposit and loan portfolios, validating general ledger data against source systems, and creating reports for business stakeholders.

Qualifications

• Bachelor’s degree in accounting, finance, business administration, data science, finance, accounting, or related field.
• 1+ years of related experience in Data Analytics & Data Management or similar field.
• Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level knowledge of regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Entry level to intermediate experience with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI).
• Entry level to intermediate experience presenting findings from large datasets in a clear, actionable way.
• Intermediate to Advanced knowledge of Excel including Lookups, PivotTables, and advanced formulas.
• Intermediate speaking and writing communication skills.
• Demonstrated experience with financial reporting or regulatory reporting.
• Strong problem-solving skills and analytical skills
• Strong attention to detail and commitment to data quality.
• Ability to work collaboratively across teams and functions.

Responsibilities

• Consolidate and prepare bank's deposit and loan portfolio and reconcile data in the database against the general ledger.
• Translate business requests into actionable analytical solutions using large financial datasets.
• Validate general ledger data against source systems and reconcile metrics for consistency.
• Manage and review data quality metrics of the portfolio data in the data warehouse.
• Support in the preparation of bank’s regulatory and other financial reports.
• Create reports and analytical solutions for business stakeholders.
• Document report definitions, calculation logic, and data lineage for transparency and auditability.

Skills

Data analysis

Data management

Collaboration

Problem solving

Attention to detail

Communication

Education

Bachelor’s degree in accounting, Finance, Business Administration, Data Science, Finance, Accounting, or related field

Tools

SQL

Excel

Tableau

Power BI

Job description

Insight Global is seeking a Data Analyst to transform banking data into actionable insights by building analytical solutions, performing advanced analyses, and ensuring data integrity. You will work with regulatory stakeholders and data governance teams to deliver high-value reporting for external filings and company performance.

Responsibilities include reconciling deposit and loan portfolios, validating general ledger data against source systems, and creating reports for business stakeholders.