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Data Management Analyst

Helm Bank
locationMiami, FL, USA
PublishedPublished: 6/14/2022
Technology
Full Time

Job Description

Job Description

Core Functional Summary

The Data Management Analyst is primarily responsible for accurate handling of financial data, analysis of historical performance, and collaboration with stakeholders to optimize decision-making. In addition, the Data Management Analyst will be responsible for assisting management with critical data projects, as needed. This role combines technical expertise with financial acumen to drive organizational success.



Essential Duties & Responsibilities

Responsibilities include the following; other duties may be assigned:

  • Perform data management activities in accordance with customer, bank, contract, and regulatory requirements ensuring data integrity.
  • Collaborate with data owners, users, analysts, developers, and stakeholders to understand data needs and requirements.
  • Gather and organize financial data related to transactions, customer accounts, and market trends.
  • Develop and execute data queries, reports, dashboards, and visualizations using various tools and languages.
  • Analyze historical financial performance, identifying trends, and forecasting future outcomes.
  • Prepare detailed reports and presenting insights to management teams.
  • Develop financial models and providing forecasts to guide decision-making.
  • Provide data support and training to end-users and resolving data issues and queries.
  • Suggest improvements and initiatives to enhance financial growth.



Requirements and Qualifications

  • 2-5 Years of general banking experience, customer service and data management experience
  • JHA products, Database & Query basic knowledge such as SQL or Python is preferred
  • Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages
  • Advanced Computer Skills
  • Advanced Skills with Microsoft Office Suite



Competencies

  • Partnership-Oriented

Ability to build and maintain collaborative relationships, fostering trust and mutual respect to achieve shared goals. Effective communication & Adaptability. Enhance Service Delivery. Conflict Resolution. Giving & Receiving feedback. Valuing Diversity.

  • Business Acumen/Sophistication

Ability to understand and apply business principles, concepts, KPIs, and strategies to make informed decisions to contribute to organizational success. Strategic & Critical Thinking. Solutions-Driven. Decision Making.

  • Customer-Centric

Have a business-driven mindset, prioritizing customer’s needs. Problem-Solving. Growth Mindset. Aligning individual and department goals with bank’s business objectives. Omnichannel communication while maintaining personalized service. Client excellence.

  • Innovative

Thinking outside the box and developing new ideas to improve ways of working. Ability to work with emerging technologies. Digital Transformational Mindset. Resource allocation. Technical Skills. Change Management. Continuous Learning. Transformational creativity. Agility & Flexibility. Automation & Process Optimization

  • Regulatory & Risk Management

Adapting to changing regulations with a sound risk management. Analytical. Integrity & Rule Compliance. Regulatory Governance. Financial Crime Prevention. Operational Risk Avoidance. Risk-Aware Mindset. Cybersecurity. Corporate Social Responsibility.

  • Hands-On

Being proactive to rapidly deliver high-quality results. Acquiring skills & knowledge through practical and active engagement. Real-world application. Lifelong Learner. Being curious and eager to develop skillset. SMART Goal Setting, Time Management. Proficiency. Training & Upskilling.

  • Accountability

Ability to take responsibility and ownership. Fostering Trust. High Performance. Follow Through. Set Clear Expectations. Provide Resources & Coaching. Measuring work output. Process-Driven. Results-Oriented. Consistency. Lead by Example. Self-Management.

  • Sustainable Performance

Communicate effectively. Integrated Business Excellence. Drive sustainable growth. Value Creation & Long-Term Thinking. Stakeholder Inclusion. Corporate Purpose & Values Alignment. Impact Assessment. Operational Resilience & Crisis Management. Operational Excellence. Adaptability.

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