Data Specialist

BetaNXT IncBrookfield, WI
Remote

About The Position

We are seeking an experienced, financial services–focused professional to join our team as a Data Specialist. This role is ideal for a highly detail-oriented, analytical, and collaborative individual who excels at managing complex data conversions and partner integrations. The Senior Data Specialist provides end-to-end support for data transfers associated with onboarding new broker-dealer and vendor data onto BETA’s platform.

Requirements

  • 6+ Years of relevant experience in client integration project, preferably within the finance services industry
  • Bachelor’s degree or the equivalent combination of education and experience is required
  • Ability to manage multiple integration projects concurrently while meeting defined timelines.
  • Strong collaboration skills, with the ability to partner effectively with internal teams and external client stakeholders.
  • Demonstrated ownership and accountability from requirements gathering through production implementation.
  • Commitment to continuous improvement, including participation in post-project reviews.
  • Strong customer service mindset with the ability to work independently.
  • High level of integrity, dependability, and professionalism.
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly to both technical and non-technical audiences.
  • Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, Visio, and Project.
  • Advanced Excel expertise, with the ability to analyze large datasets using formulas, pivot tables, and advanced querying techniques

Nice To Haves

  • macro development is a plus
  • Familiarity with IBM mainframe environments or basic COBOL concepts is a plus.

Responsibilities

  • Serve as the Lead Analyst for data conversions from acquired brokerage firms onto BETA’s platform for new or existing clients.
  • Analyze complex source data sets to define conversion requirements and specifications.
  • Develop and maintain detailed mapping documentation, including specifications, pseudocode, spreadsheets, validation tables, and reconciliation tools.
  • Serve as the primary liaison between clients and internal technical teams, translating business requirements into technical solutions and managing communication of status, risks, and issue resolution.
  • Facilitate client mapping sessions and perform gap analysis across data modules to produce finalized conversion instructions.
  • Support full conversion lifecycle, including testing, validation, and production go-live, ensuring data accuracy, completeness, and successful outcomes.
  • Perform extensive data validation, oversee test execution, and provide hands-on support during production events.
  • Maintain and enhance documentation standards, workflows, and vendor de-conversion processes to enable scalable, repeatable integrations.
  • Continuously improve conversion processes and support models for new vendor integrations.
  • Utilize advanced Excel techniques (e.g., formulas, pivot tables, data validation) to analyze and interpret large datasets.
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