Manager - Data & Analytics (Banking and Capital Markets)

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

For CFOs, CIOs, and corporate leaders to cost-effectively achieve strategic growth, real-time data insights, competitive differentiation, and complete compliance, they need a robust digital architecture that maximizes technology investments and process efficiencies. Our data systems specialists design, build, and deploy leading data, analytics, and automation programs that generate rapid ROI across the enterprise.

By joining our rapidly growing Data Transformation & Analytics practice you will serve our Banking and Capital Markets clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success.

What You'll Do

• Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives

• Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments

• Analyze and interpret trends or patterns in substantial and/or intricate data sets

• Suggest strategies for easier preparation and blending of data to bolster analytics

• Assist in creation of forecasting and predictive analytics models

• Generate compelling insights through visual analytics, dashboards, and/or reporting

• Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges

• Design process and data flows using standard flowcharting methodology

What You'll Bring

• 5+ years of Private Equity / FP&A / Professional services (public accounting, advisory firm, or management the company firm) / other finance-related work experience

• Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities

• Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management

• Mindset: Business focused but tech-enabled and solid foundation in dimensional data modeling (Kimball/Inmon)

• Data Analysis: Proficiency in analyzing large datasets to uncover trends, patterns, and correlations. This involves using statistical methods, data mining techniques, and visualization tools to derive actionable insights.

• Data Storytelling and Visualization: Ability to effectively communicate insights and next steps through visualization tools such as PowerBI or Tableau and Confluence for documentation

• Data Management & Automation: Knowledge with data systems like Snowflake or Microsoft Azure and proficient in querying and managing data using SQL or tools like Alteryx and Power Automate / Query

• Requirements Gathering: Proven experience in requirements gathering, including the ability to work closely with stakeholders to understand business needs and translate them into data requirements.

• Critical Thinking and Creativity: Frame business problems with data challenges and develop innovative solutions with using data-driven approaches

• Experience with development of algorithms leveraging R and/or Python

• Knowledge of various project management methodologies (e.g., Agile, Scrum, Lean, Waterfall).

• Understanding of key finance (and other) processes like Lead to Cash / Order to Cash, Procure to Pay, Record to Report, Hire to Retire.

• Experience in supporting Large Enterprise organizations, Private Equity portfolio companies or Private Equity sponsors preferred.

• Strong attention to detail with the ability to think from a “big picture” perspective.

• Demonstrated track record of establishing credibility both internally and externally.

• Creativity, confidence, and an agile/adaptable mindset.

• High Energy, enthusiasm, and an entrepreneurial spirit

Qualifications

• B.Com / B.Com (Honors) in Finance, Accounting, Economics, Management Accounting

• CA / CIMA / CFA / MBA preferred

• Certification in Snowflake / Alteryx / PowerBI / Tableau [preferred].

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Benefits Summary

The the company total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, the company is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.