Compliance Data Assurance Advisor

Jobtailor; South Carolina; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a data analyst to develop and maintain SQL queries, validate data, and produce dashboards for compliance and operational reporting. You will work with cross-functional teams to resolve data issues and support UAT.

The role requires 2–4 years in a financial setting, strong SQL and Excel skills, and experience with Tableau or Power BI. On-site in South Carolina, with English communication required.

Qualifications

• Bachelor’s degree in an analytical or quantitative discipline or equivalent experience.
• 2–4 years of data analyst experience in a financial setting.
• Strong SQL, including complex query development and performance optimization.
• Strong data quality validation, reconciliation, and exception analysis.
• Advanced Excel with pivots, formulas, and charts.
• Experience with Tableau, Power BI, R, or Python.
• Ability to translate business questions into testable logic and well-defined data populations.
• Clear written and verbal communication; detail-oriented and able to manage multiple priorities and deadlines.
• On-site work at the assigned office location and English communication proficiency.

Responsibilities

• Develop and maintain SQL queries and population logic for validation and reporting.
• Build and document reproducible population definitions.
• Perform data validation, quality checks, and reconciliations.
• Execute control testing and ongoing monitoring.
• Analyze trends and identify compliance risk indicators and root cause analysis.
• Produce dashboards and management reporting using Excel, Tableau, or Power BI.
• Partner with operations, Compliance, and Technology to fix data issues and implement durable fixes.
• Communicate analytical findings to leadership and exam support.
• Maintain knowledge of servicing processes and reporting.
• Support ad hoc analysis on segmentation, customer behavior, and performance improvements.
• Assist with UAT and regression testing for compliance-impacting changes.

Skills

SQL

Data Validation

Reconciliation

Excel

Tableau

Power BI

R

Python

Complex Query Development

Performance Optimization

English Communication

Education

Bachelor’s degree in analytical/quantitative field

Tools

Tableau

Power BI

R

Python

Excel

Okta Verify

Microsoft Authenticator

Job description

• Develop and maintain SQL queries and repeatable population logic for validation, testing, issue management, exam responses, and operational reporting
• Build and document reproducible, auditable population definitions
• Perform data validation and quality checks, including reconciliations, reasonableness testing, and exception identification
• Execute and support control testing and ongoing monitoring
• Analyze trends, drivers, and outliers to identify compliance risk indicators and support root cause analysis and remediation tracking
• Produce dashboards and management reporting using Excel, Tableau, or Power BI
• Partner with operations, Compliance, and Technology to investigate data issues and implement durable fixes
• Communicate analytical findings through written summaries for leadership updates and exam support
• Maintain knowledge of servicing processes and reporting
• Support ad hoc analysis related to segmentation, customer behavior, and operational performance improvement
• Assist with UAT and regression testing for Compliance-impacting changes and tickets
• Perform related duties as assigned by management

Requirements

• Bachelor’s degree in an analytical or quantitative discipline, related STEM field, or equivalent combination of education and relevant experience
• 2–4 years of related experience as a data analyst in a financial setting
• Strong SQL skills, including complex query development and performance optimization
• Strong analytical capability in data quality validation, reconciliation, and exception analysis
• Strong Excel skills, including pivot tables, formulas, and charts
• Experience with Tableau, Power BI, R, or Python
• Ability to translate business questions into testable logic and well-defined data populations
• Clear written and verbal communication skills
• Detail-oriented ability to manage multiple priorities and deadlines
• Regular and punctual attendance
• Flexibility to work occasional adjusted schedules, overtime, evenings, or weekends
• Ability to work on-site at the assigned office location
• Ability to communicate effectively verbally in English
• Smartphone meeting company security standards and able to install apps such as Okta Verify and Microsoft Authenticator

Core Competencies

Demonstrates strong SQL skills for complex query development and performance optimization, alongside proficiency in data validation, reconciliation, and analytical reporting using tools like Excel, Tableau, and Power BI. Capable of translating business questions into actionable data insights while maintaining clear communication and attention to detail.

Highest-signal resume keywords

• SQL Query Development
• Data Quality Validation
• Excel Proficiency
• Tableau Reporting
• Analytical Communication

ATS Optimization Keywords

Hard Skills

• SQL
• Data Validation
• Reconciliation
• Excel
• Tableau
• Power BI
• R
• Python
• Complex Query Development
• Performance Optimization

Soft Skills

• Clear Communication
• Detail-Oriented
• Ability to Manage Priorities
• Flexibility
• Verbal Communication

Industry Keywords

• Data Analyst
• Financial Setting
• Compliance
• Operational Reporting
• Root Cause Analysis

Tools & Technologies

• Excel
• Tableau
• Power BI
• R
• Python
• Okta Verify
• Microsoft Authenticator