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Finance Data Analyst

Phaxis

New York, NY

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JOB DETAILS
SALARY
SKILLS
Accounting, Analysis Skills, Capital Markets, Communication Skills, Corporate Banking, Customer Relationship Management (CRM), Customer Support/Service, Data Processing, Data Quality, Detail Oriented, Editing, Finance, Financial Analysis, Interpersonal Skills, Legal, Master Data Management (MDM), Microsoft Excel, Microsoft PowerPoint, Microsoft Visual Basic for Applications (VBA), Microsoft Word, Multicultural, Persuasion Skills, Pivot Tables, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Process Management, Python Programming/Scripting Language, Quantitative Analysis, Reconciliation, SQL (Structured Query Language), Salesforce.com, Team Player, Time Management, Writing Skills
LOCATION
New York, NY
POSTED
3 days ago
Pay Rate up to $48.00

Summary Responsibilities:
  • Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce).
  • Develop and maintain thorough knowledge of the data and workflows in the CRM platform.
  • Contribute to the efficient and accurate monthly reconciliation of financial data.
  • Provide user support to bankers and other staff that use the CRM.
  • Support COO Group colleagues as needed.

Requirements:
  • 1-3+ years of experience in finance or accounting.
  • Strong analytical and problem-solving skills.
  • Ability to quickly learn, understand, and master processes and data management.
  • Strong verbal and written communication skills and interpersonal skills.
  • Attention to detail, strong quantitative skills, and high commitment to data accuracy.
  • Passion for providing business stakeholders with the data and support they need to drive success.
  • Advanced Word, Excel (including nested formulas, macros, pivot tables, look-ups and VBA), SQL, and PowerPoint.
  • Motivated self-starter and team player who can navigate ambiguity effectively and drive decisions and change through influence and persuasion.
  • Familiarity with investment and corporate banking and capital market products.
  • Knowledge of Salesforce, Snowflake, PowerBI, Capital IQ, Python, and Dealogic a plus.
  • Demonstrate sense of urgency in meeting challenging deadlines and achieving goals.
  • Comfort working in a multicultural environment.
  • Legal authorization to work in the United States.

About the Company

P

Phaxis

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://phaxis.com/

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