Job #: 1748
Title: Financial Analyst
Maintain and support meeting data by daily monitoring daily Suspense queue and mapping of client and contacts in Salesforce
Prepare, create and distribute customized reports both weekly and monthly client call reports
Prepare and manage process of monthly process of consolidation of source performance files and mange uploads into client data warehouse use ETL tool
Work with technology to troubleshoot and enhance data consolidation process
Creation and preparation of data to be uploaded monthly into CRM system, Salesforce
Work on efforts to scrub data and enhance data controls
1. Strong VBA for excel (to manage Pipeline and Call Report macros).
2. Some basic knowledge in SQL/building queries to troubleshoot/extract details from TimeXtender (ETL tool).
3. Some past work with ETL tools is a plus. Doesn’t have to be an expert but someone who would be able to learn basic navigation of TimeXtender.