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- Analyze data structures under current data hubs (FXO, Freshsales), make recommendations and propose a model to optimize queries and processes for corporate dashboards.
- Develop technical infrastructure designs, data mappings, flows and report dissemination mechanisms for data.
- Analyze source corporate data of different types and design/improve programs for extraction, transformation and loading into a centralized database.
- Work with other teams to map data elements for ETLs, e.g., uploading sales lead to our CRM.
- Create data dictionaries and maintain metadata.
- Apply ad hoc data extraction tools to applications and systems’ data extraction and migration.
- Create and manage SQL database objects including tables, indexes, and procedures.
- Support the follow-up process of the corporate CRM (Freshsales), providing analytical support as needed and coordinating improvements to current processes and services; including the automation of the Lead Scrubbing process for Sales Operations.
- Design, develop and test programs using SQL Server, PowerBI, and Integromat for database applications and automations.
- Develop and generate standard and ad hoc reporting capabilities from new and existing data sources, and pinpoint data inaccuracies for further Sales Operations investigation.
- Develop and modify queries, programs, and stored procedures to support standard and ad hoc reporting.
- Support efforts to increase operational efficiency through innovation, process improvement, and the use of analytics to be used in the digital transformation initiatives.
- Support in the establishment of streamlined quality control processes to ensure accuracy, completeness, and consistency of data in operational and corporate systems.
- As a strategic partner to our internal units, act as an advisor to apply data and digital intelligence for decision making, operations design, and strategic communications.
- Be pro-active and find new data engines to import high-quality leads and prospects.
- Provide inputs, document requirements, and support the design and delivery of each requirement of other user units.
- Provide mentoring and assistance to new IT staff and create support materials.
- Master's Degree (or comparable work experience) in computer science, information technology, systems engineering, with emphasis in data analytics and data management.
- A minimum of 3-5 years of relevant experience related to the key responsibilities of the position, ideally in the context of financial institutions.
- Ability to tell stories with data
- Strong analytical and reporting skills
- Experience with a CRM
- PowerBI (or comparable tool) for data manipulation and visualization
- High proficiency in MSOffice 365
- Advanced MS Excel and Access (including macros and VBA coding/scripts)
- Experience with Scripts/Views in SQL Server
- Experience with ETL Tools
- Experience with Workflow automation tools, such as Zapier or Integromat
- Ability to learn new software and skills with limited assistance
- Capability to manage large datasets from multiple sources/technology
- Ability to track multiple projects and anticipate issues
- Capability to provide analysis and maintain clear and comprehensive documentation of data preparation and processes
- Collaborative team player with solid verbal and written communication skills and ability to coordinate with IT personnel and business units.
- Agile approachto understand client needs and provide services that meet expectations of quality and timeliness
- Studies/certificates in Finance or Business is a plus.
- Freshsales Experience
- Salesforce Experience
- Experience in financial institutions
- Experience with financial modeling
- ID: #49560428
- State: District of Columbia Washington 00000 Washington USA
- City: Washington
- Salary: Depends on Experience
- Job type: Permanent
- Showed: 2023-03-27
- Deadline: 2023-05-21
- Category: Et cetera