Manager - Data & Analytics (Banking and Capital Markets)

CrossCountry Consulting; United States; Remote; USD 130,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) with company match

Parental leave

Technology stipends

Wellness reimbursement

Job summary

CrossCountry Consulting is seeking a data transformation and analytics specialist to drive real-world insights for Banking and Capital Markets clients. You will lead analytics efforts, modernize operating models, and produce actionable dashboards and reports that inform strategy and regulatory compliance.

You will apply your expertise in data modeling, SQL, and visual tools to uncover trends, design forecasting models, and deliver measurable ROI across engagements.

Qualifications

• Experience analyzing large datasets to derive actionable insights using statistics and data mining.
• Ability to build forecasting and predictive analytics models.
• Experience in Private Equity, FP&A, or professional services a plus.
• Proficiency with PowerBI/Tableau for storytelling and dashboards.
• Knowledge of Snowflake or Azure and data automation tools.

Responsibilities

• Lead analytics projects for Banking and Capital Markets clients, delivering pragmatic roadmaps.
• Modernize operating models, processes, and data architecture to meet regulatory needs.
• Identify trends in complex data sets and communicate insights clearly.
• Create data flows and documentation using standard methodologies.
• Collaborate with stakeholders to gather requirements and translate to data needs.
• Develop forecasting and predictive analytics models.
• Deliver dashboards and reports to drive decision making.
• Support large enterprise clients and PE portfolio companies.

Skills

Data analysis

Data storytelling

PowerBI

Tableau

SQL

Python/R

Alteryx

Power Automate

Dimensional modeling

Agile/Scrum

Finance knowledge

Education

B.Com

CA

CIMA

CFA

MBA

Tools

Snowflake

Alteryx

PowerBI

Tableau

SQL

Power Automate

Job description

For CFOs, CIOs, and corporate leaders to cost-effectively achieve strategic growth, real-time data insights, competitive differentiation, and complete compliance, they need a robust digital architecture that maximizes technology investments and process efficiencies. Our data systems specialists design, build, and deploy leading data, analytics, and automation programs that generate rapid ROI across the enterprise.

By joining our rapidly growing Data Transformation & Analytics practice you will serve our Banking and Capital Markets clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success.

What You'll Do:

• Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives
• Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments
• Analyze and interpret trends or patterns in substantial and/or intricate data sets
• Suggest strategies for easier preparation and blending of data to bolster analytics
• Assist in creation of forecasting and predictive analytics models
• Generate compelling insights through visual analytics, dashboards, and/or reporting
• Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges
• Design process and data flows using standard flowcharting methodology

What You'll Bring:

• 5+ years of Private Equity / FP&A / Professional services (public accounting, advisory firm, or management consulting firm) / other finance-related work experience
• Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities
• Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management
• Mindset: Business focused but tech-enabled and solid foundation in dimensional data modeling (Kimball/Inmon)
• Data Analysis: Proficiency in analyzing large datasets to uncover trends, patterns, and correlations. This involves using statistical methods, data mining techniques, and visualization tools to derive actionable insights.
• Data Storytelling and Visualization: Ability to effectively communicate insights and next steps through visualization tools such as PowerBI or Tableau and Confluence for documentation
• Data Management & Automation: Knowledge with data systems like Snowflake or Microsoft Azure and proficient in querying and managing data using SQL or tools like Alteryx and Power Automate / Query
• Requirements Gathering: Proven experience in requirements gathering, including the ability to work closely with stakeholders to understand business needs and translate them into data requirements.
• Critical Thinking and Creativity: Frame business problems with data challenges and develop innovative solutions with using data-driven approaches
• Experience with development of algorithms leveraging R and/or Python
• Knowledge of various project management methodologies (e.g., Agile, Scrum, Lean, Waterfall).
• Understanding of key finance (and other) processes like Lead to Cash / Order to Cash, Procure to Pay, Record to Report, Hire to Retire.
• Experience in supporting Large Enterprise organizations, Private Equity portfolio companies or Private Equity sponsors preferred.
• Strong attention to detail with the ability to think from a 'big picture' perspective.
• Demonstrated track record of establishing credibility both internally and externally.
• Creativity, confidence, and an agile/adaptable mindset.
• High Energy, enthusiasm, and an entrepreneurial spirit

Qualifications:

• B.Com / B.Com (Honors) in Finance, Accounting, Economics, Management Accounting
• CA / CIMA / CFA / MBA preferred
• Certification in Snowflake / Alteryx / PowerBI / Tableau [preferred].

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.