Financial Data Analyst

Lenmar Consulting Inc; Baltimore (MD); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A consulting firm is seeking a junior Financial Data Analyst in Baltimore to assist with automation and analytics solutions for a global financial services client. In this hybrid role, you will design, build, and maintain systems that enhance efficiency. Candidates must have at least 1 year of experience in finance, particularly in Wealth Management operations. Proficiency in Alteryx, UiPath, and Power BI is required, alongside strong analytical and communication skills.

Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations.
• Advanced proficiency with Alteryx Designer and Server.
• Strong hands-on experience with UiPath Studio and Orchestrator.
• Deep knowledge of Power BI data modeling and visualization best practices.
• Working knowledge of DTC / Settlement operations.

Responsibilities

• Design and maintain automation and analytics solutions.
• Build Alteryx workflows to integrate data and enable analytics.
• Develop UiPath automations to process data from internal systems.
• Create Power BI data models and dashboards for reporting.

Skills

Alteryx

UiPath

Power BI

Data modeling

Analytical problem solving

Communication

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field

Job description

Lenmar is seeking a junior Financial Data Analyst to help us support our global financial services client out of their Baltimore, MD location. This is a hybrid role - 3 days per week in office.

• Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes.
• The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities.
• You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision‑ready dashboards.

Duration – 12 months + (Possibility of Further Extension or conversion)

Key Responsibilities

• Solution Design & Delivery
• Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.
• Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).
• Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.

Operational Excellence & Controls

• Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).
• Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.

Stakeholder Engagement

• Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).
• Present prototypes and production updates; triage enhancement requests and maintain backlog.
• Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.

Required Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.
• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.
• Domain: Working knowledge of DTC / Settlement operations.
• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.

Preferred Qualifications

• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.

Core Competencies

• Analytical problem solving and data wrangling at scale
• Process redesign and automation mindset
• Communication and stakeholder management across operations and technology
• Documentation, testing, and change management discipline

Education

• Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).

Regards,

Peter Swamy

Direct : 201 744 2238

P: 201 946 1777 Ext – 4007