Financial Data Analyst II

SECU • Raleigh, NC

2d • Onsite

About The Position

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! This role involves compiling, organizing, and analyzing financial information to support budgeting, forecasting, and decision-making processes. It requires data analysis, trend recognition, research, and the preparation of visualizations and presentations. The analyst will also conduct data collection, normalization, validation, and reconciliation, assist in developing process improvements and automated solutions, and collaborate with cross-functional teams. Additionally, the role contributes to the maintenance of financial databases and supports senior analysts in research and special projects.

Requirements

• Data Mining Techniques
• Data Visualization
• Programming for Data Analytics (e.g., Python or R)
• Business Statistics
• Database Management (e.g. SQL)
• Financial Modeling Skills
• Knowledge of Excel, Tableau, Microsoft Power BI and various coding languages (VBA, R, Python, SAS) are essential.
• Prior experience developing and executing queries and/or reporting for data sets required.
• Ability to analyze data, draw conclusions to make recommendations and communicate effectively with others in an understandable manner.
• Capability to identify and document data quality issues, limitations and gaps that may exist.
• Demonstration of sound judgment in actions and decision-making.
• Ability to organize work effectively and follow through on work activities and deliverables.
• Capacity to multi-task and work effectively with exacting deadlines.
• Ability to demonstrate flexibility and evolve with an ever-changing environment.
• Attention to detail.
• Bachelor’s in Information Technology, Data Analytics, Accounting, Business, Finance or related Field
• 2 – 5 Years of relevant experience

Nice To Haves

• A good working knowledge in financial software and tools including the Workday suite of products (Prism, Accounting Center, Adaptive Planning, Office Connect and Reporting)
• Financial Accounting Principals
• Managerial Accounting Techniques
• Predictive Analytics
• Advanced Spreadsheet Modeling
• Business Intelligence Tools
• Advanced Financial Accounting Concepts
• Financial Statement Analysis Techniques
• Master’s in in Information Technology, Data Analytics, Accounting, Business, Finance or related Field.
• CPA Certification

Responsibilities

• Compile, organize, and analyze financial information in support of budgeting, forecasting, and decision-making processes.
• Conduct data collection, normalization, validation, and reconciliation tasks to ensure accuracy and completeness of data.
• Assist in developing and implementing process improvements and automated solutions.
• Collaborate with cross-functional teams to gather data and insights for projects.
• Contribute to the maintenance and optimization of financial databases, spreadsheets, and systems.
• Support senior analysts in conducting financial research and special projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level