Balance Sheet Data & Analytics Analyst
Core
Supports Treasury and balance sheet management by delivering data, reporting, analytics, and governance solutions to enable informed decision-making, operational efficiency, and regulatory compliance.
Role type
Senior IC Balance Sheet Data & Analytics Analyst
Builds
Data quality controls, reconciliation processes, exception reporting, and analytical solutions for balance sheet, ALM, liquidity, and interest rate risk.
Domain
Financial Services / Treasury & Balance Sheet Management
Deliverable
dashboards & analysis
Required skills
Data mining, statistical analysis, SQL, relational databases, data visualization, data governance, data quality, reconciliation, root cause analysis
Preferred skills
Power BI, Tableau, Qlik, cloud-based data platforms, data warehouses, metadata management, data lineage, financial reporting concepts
Technologies
SQL, Oracle, Tableau, QlikView, Power BI, Excel Power Pivot, Dax
Responsibilities
Collects and analyzes complex data from multiple sources to drive insights into business performance; Produces actionable reports showing KPIs and root cause analysis; Supports balance sheet management, ALM, liquidity, and interest rate risk through data analysis; Maintains documentation of business requirements, data definitions, and data lineage; Partners with stakeholders to define reporting requirements and translate them into analytical solutions; Monitors data trends and analytics to seek opportunities for continuous improvement.
Seniority
Mid-Senior, hands-on IC
