Financial Systems Senior Data Analyst
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Role details
Tech stack
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Job description
- Document end-to-end data flows across financial systems, integrations, and reporting platforms.
- Maintain data lineage, mappings, dictionaries, metadata, business rules, relationships, and process flows.
- Maintain the FST data catalog, including definitions, metadata, ownership, classifications, and lineage.
- Support implementations, upgrades, integrations, migrations, reporting changes, and modernization efforts.
- Develop test strategies, scenarios, acceptance criteria, reconciliation plans, and expected results.
- Execute validation, integration, regression, reconciliation, and QA testing.
- Document defects, analyze failures, validate fixes, and confirm production readiness.
- Facilitate workshops to resolve inconsistencies, document decisions, and align business and technical stakeholders.
- Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
- Special projects and duties as assigned.
Key Capabilities:
- Ability to explain complex financial, data, and technical concepts to both technical and nontechnical audiences.
- Advanced proficiency with Microsoft Excel, including formulas, lookup functions, pivot tables, data validation, reconciliation, and structured reporting.
- Experience with Power BI, Power BI Report Server, SSRS, or comparable reporting and visualization platforms to support reporting and visualizations.
- Experience creating data models, process flows, system relationship diagrams, source-to-target mappings, and technical specifications.
- Working knowledge of ETL processes, APIs, interfaces, integrations, scheduled processes, and file-based data exchanges.
- Experience using SharePoint, ServiceNow, Azure DevOps, Jira, or comparable documentation, service management, or work-tracking platforms.
Requirements
- Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Finance, Accounting, Business Administration, or a related field.
- 5+ years of relevant experience in data analysis, financial systems, business intelligence, reporting, or data governance; an equivalent combination of education, specialized training, certifications, and professional experience may be considered., * Microsoft certification in Power BI Data Analytics, Fabric, Azure Data, SQL, or related data technologies.
- Relevant certification in data quality, metadata management, database technologies, financial systems, or business intelligence.
- Experience supporting financial system implementations, integrations, upgrades, data migrations, conversions, or reporting transformations preferred.
- Experience within a law firm, professional services organization, financial services company, or similarly controlled business environment preferred.
Benefits & conditions
- Ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage.
Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.
Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
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