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My Ideal Position
Accounting and Finance
Work With Accrue!
My Ideal Location
Monitoring & Controls, Analyst in Charlotte, North Carolina
THE TEAM YOU WILL BE JOINING:
Fortune 100 Financial Services Company
100-year history of dedication to customer satisfaction, success and growth
Tremendous growth and new business strategy leading to the need for new talent
Significant investments in cutting-edge technology
WHAT THEY OFFER YOU:
Culture: Excellent work environment that fosters collaboration
Growth: Ability to make an impact on the direction of the organization
Opportunity: Gain hands-on experience working with cutting-edge technology
Stability: Recent financial performance of the company has reported record profits
WHY THIS ROLE IS IMPORTANT:
Support the conception, definition, and development of key capabilities and features of the model management system
Maintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact.
Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the RetirePlus Series
Review volume & control total reports to identify red flags, anomalies & potential issues.
Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans.
Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
Develop new audits & reports based on key learnings.
Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
Comparing accounts to the direction received by the participant to confirm they are properly invested.
Accountable for achievement of agreed upon outcomes (e.g., timelines, quality, etc.)
THE BACKGROUND THAT FITS
3+ years of data analyst or similar experience
Previous experience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code development
Strong technical, analytical, and business skills
Experience with processes including creation and maintenance of documentation
Proven experience performing analyses and solving problems and developing a solution
Ability to connect data and analysis to drive actions to make decisions in a consultative manner
Experience with SQL analysis and reporting tools such as Tableau
Ability to deliver results in a growing and changing environment
Previous experience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx
Charlotte, North Carolina
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