Job #: 1748

Title: Financial Analyst


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 1 year ago

    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
    Technical skills

    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.

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