Excel analyst

Our ClientRockville, MD
Onsite

About The Position

Our Client is a Global Financial Services Firm located in Rockville, MD. They are seeking an Excel analyst to join a newly formed group tasked with transforming and supporting Fund Accounting, Fund Administration, Tax Operations and Transfer Agency departments within their Rockville, MD office.

Requirements

  • Bachelor's degree (Accounting, Finance, Computer Science, or similar preferred)
  • 3+ years experience with Excel Macros / VBA Development and MS Access DB Development
  • Ability to work with targeted direction in a fast paced environment
  • Strong attention to detail with an ability to maintain a high level of information integrity and accuracy
  • Strong experience with process and data analysis
  • Extensive experience with documentation and problem solving
  • Excellent communication skills, both written and verbal
  • Possess a can-do attitude, resourceful, excellent work ethic, enthusiastic, customer-oriented
  • Excellent organizational and interpersonal skills
  • Assertive, flexible, pro-active and a team player

Nice To Haves

  • Capital Markets/Financial Services Administration knowledge and experience desired
  • Past exposure to SQL development experience
  • Gift for making things better than when they were found

Responsibilities

  • Maintain and evolve existing Excel spreadsheets, Access databases, and reports used throughout the Fund Accounting business unit on a daily basis.
  • Build new spreadsheets and reports, as required.
  • Be responsible for change management and documentation of their solutions.
  • Create new and maintain existing excel spreadsheets that contain complex formulas and macros that will be used within business units to support everyday business functions.
  • Extract and manipulate data as part of business analysis and operational reporting.
  • Design, create and maintain reports and forms that will support the Fund Accounting business.
  • Act as a liaison to the business to surface issues and resolve problems.
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