Insight Global is seeking a Finance Analyst in Charlotte, NC for a major financial services client. This role focuses on the Treasury line of business, specifically within the Innovation/Process Enhancement Team. Key responsibilities include:
1. Leading the identification and implementation of automation and emerging technology solutions in Global Liquidity Management, including process simplification and automation projects.
2. Performing reporting, monitoring, and analytics related to liquidity submissions.
3. Understanding liquidity reporting rules and data requirements.
4. Driving Opex opportunities by evaluating emerging technology solutions for stability and sustainability.
5. Redesigning processes with stakeholders to enhance efficiency through changes in people, process, and technology.
6. Educating business process owners on automation, emerging technologies, and their applications.
7. Leading proof of concepts and pilots to test new technologies.
8. Implementing solutions across technology and business teams, overcoming roadblocks.
9. Collaborating across teams to leverage and reuse solutions.
10. Communicating progress, issues, and results to senior stakeholders.
11. Creating presentations and reporting findings to Opex Leads.
Must Haves:
* Proficiency in Tableau, Alteryx, and SQL
* 2-10 years of experience
* Bachelor's Degree
* Experience in process simplification, automation, and financial analysis within a financial institution
* Experience with complex business analytics solutions and emerging technologies
* Exposure to systems, processes, and software development is a plus
* Understanding of business processes and technology implementation
* Consistent reporting development and maintenance experience
Plusses:
* Experience in Corporate Treasury, Global Markets, or Line of Business roles
* Regulatory reporting experience
* Knowledge of Bank of America's systems and processes
* Ability to handle large data sets and complex data environments
* Database design and performance tuning experience using Oracle, MySQL, MS SQL Server, or IBM DB2
Seniority level: Associate
Employment type: Contract
Job function: Analyst
Industries: Banking and Financial Services
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