Monitoring & Controls, Analyst in Charlotte, North Carolina
Posted 02/24/23
  • 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
  • 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
  • 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.)

Required Skills:
  • Bachelor’s Degree
  • 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

  • Employee Type: Contract
  • Location: Charlotte, North Carolina
  • Category: Information Technology
  • Date Posted: 02/24/23
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