Financial Data Analyst

Insight Global; Phoenix (AZ); On-site; USD 108,000 - 146,000; Full time

Job summary

Insight Global is seeking a Data Analyst (mid/senior) in Phoenix, onsite 4X per week, to support Large Financial Institution readiness. You will gather, analyze, and report on key business data and become a subject-matter expert on Reg YY regulations after learning FR 2052a, FR Y-14, and FR Y-15.

The role requires strong analytical skills, attention to detail, and collaboration across teams. Prior experience with SQL, Excel, and data visualization tools is essential.

Qualifications

• Must have 5 years of experience in data analysis or similar role.
• 2 years experience with data analysis tools (SQL, Excel) and data visualization platforms (Tableau, Power BI).
• Experience with project management and managing multiple priorities and deliverables.
• Willingness to learn applicable regulatory regulations (Reg YY: FR 2052a, FR Y-14, FR Y-15).
• Intermediate knowledge of banking operations and regulatory compliance obligations.

Responsibilities

• Develop business requirements to support LFI readiness as required by FRB regulations for an institution.
• Provide input to Technology deliverables to ensure successful implementation and data accuracy.
• Perform UAT testing and validate data integrity across reports.

Skills

SQL

Excel

Data analysis

Reg YY knowledge

Team collaboration

Attention to detail

Written & verbal communication

Education

Bachelor's degree in Accounting, Finance, Business Admin, Technology or related field

Tools

SQL

Excel

Tableau

Power BI

Job description

Position: Data Analyst (mid / senior openings)

Location: Phoenix AZ - Onsite 4X per week

Senior: 108-146k

Must Haves:

• Degree in Accounting, Finance, Business Administration, Technology, or another related field.
• 5 years of experience in data analysis, or a similar role.
• 2 years experience working with data analysis tools (e.g., SQL, Excel) and data visualization platforms (e.g., Tableau, Power BI) and be proficient in handling and interpreting large datasets.
• Experience with project management and managing multiple priorities and deliverables.
• Demonstrate a willingness to learning applicable regulatory regulations with significant effort learning Reg YY (e.g. FR 2052a, FR Y-14, FR Y-15).
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Ability to collaborate effectively within a team environment.
• Strong analytical skills and attention to detail.
• Intermediate to advanced written and verbal communication skills.

Day-2-Day:

As a Data Analyst – LFI, you’ll be part of a team within Business Data Governance to prepare for Large Financial Institution (LFI) status, responsible for supporting the organization by gathering, analyzing, and reporting on key business data. You’ll become a SME in Reg YY after spending significant time learning Reg YY and other related reporting regulations (i.e., FR 2052a, FR Y-14, FR Y-15, etc.). You’ll also collaborate with a team dedicated to developing, testing, and executing data for LFI readiness. The ideal candidate will have strong analytical skills, a keen eye for detail, and a passion for working with data.

Key Responsibilities:

• Development of business requirements is specifically required to support LFI readiness as required by FRB regulations for a Category IV institution.
• Provide input into Technology’s deliverables to ensure the Technology’s implementation success.
• Perform UAT test (User Acceptance Testing) to ensure accuracy and integrity of data.
• Manage and participate in workshops to flesh out and problem-solve certain requirements, defects, or questions.
• Understand the Federal Reserve’s FR 2052a, FR Y-14, and FR Y-15 rules and to reflect changes in the business requirements documents.
• Ensure accuracy and timeliness of all reports delivered to internal stakeholders.
• Regularly update and optimize existing reporting processes to ensure accuracy, efficiency, and relevance if needed.
• Perform analysis on datasets to identify trends, insights, and areas for improvement.
• Ensure data accuracy and integrity by performing data validation and regular quality checks.
• Partner with teams across the business gather data requirements and understand their analytical needs.
• Ability to use SQL tool for querying and analyzing data
• Maintain documentation of data sourcing processes and methodologies.
• Develop data visualizations to communicate key metrics and insights effectively.