Data Analyst

FINANCIAL ACCOUNTING FOUNDATION•Norwalk, CT

About The Position

The Research Analyst is responsible for the management and quality of key research and operations-related systems, including daily maintenance of systems, identification and resolution of technology issues, and participation in the planning for technology solutions that meet organizational objectives. The Research Analyst collaborates with GASB staff and the FAF IT Department to accomplish these tasks.

Requirements

Bachelor’s Degree in Computer Science, Data Analytics, Information Systems, or other relevant field
Three or more years of professional experience in an IT or IS environment
Experience supporting and administering CRM platforms (preferably Microsoft Dynamics 365)
Experience with Large Language Models, including prompt engineering as well as agentic AI solutions
Experience in Sogolytics, another survey tool, or the skills to build embedded survey logic
Ability to design and deliver effective training sessions and materials to the staff in the use of current systems and various technology tools
Basic understanding of accounting with a preference given to candidates with understanding of governmental accounting
Experience learning, communicating, and implementing business requirements
Ability to identify areas for process improvements and increased efficiencies
Project management experience with small- to medium-scale projects
Excellent time management and organizational skills
Excellent written and verbal communication skills
Willingness to learn new technologies and develop new areas of expertise

Responsibilities

Manage and ensure quality of key research and operations-related systems including, but not limited to:
Research System
Oversee the development and maintenance of a research repository of PDFs of government financial reports as well as information extracted from government financial reports
Ensure completeness of the research relational database
Sogolytics Survey Tool
Create and execute surveys and extract results
Develop a system for organizing survey results to permit synthesis of results across multiple projects
Develop a process and documentation for the development of surveys that facilitates the communication of a designed survey for entry in the tool
CRM Microsoft Dynamics 365
Quality review data associated with contacts, organizations, interactions, and other project-related data
Develop and maintain of reports and charts
Maintain mailing lists
Assist with data uploads
Microsoft Power BI
Develop and maintain dashboards for project and administrative use
Microsoft Copilot
Support GASB staff in the adoption of Copilot including training and troubleshooting uses of the tool
Evaluate opportunities where Copilot or other AI solutions may improve processes and workflows for the organization, make recommendations, and lead implementation of these opportunities.
Evaluate current policies and revise or write new policies and procedures for key research and operations-related systems
Identify and resolve technology issues, coordinating as needed with IT developers and solution providers
Make suggestions for process improvements and system modifications
Conduct periodic training of staff on systems and technology tools