Job Information
Insight Global Liquidity Process Analyst in Charlotte, North Carolina
Job Description
Insight Global is seeking a Process Improvement Analyst for a large financial services company in the Charlotte, NC area. This is going to be in the Treasury organization within the bank, and this individual will be looking into improving processes for the Treasury business quarterly forecast. This person will be responsible for process improvement/data cleanup for recovery and resolution for the bank. This person will be working closely with Internal Liquidity Stress Test (ILST) and other liquidity reporting. Candidates should have extensive work history in several of the following key responsibilities:
o Provide technical expertise related to the implementation of new processes, risk management, efficiency, and technology convergence initiatives.
o Manages and resolves exceptions related to reference data and reconciliations, performs root cause analysis, and proposes solutions for process improvement
o Provide technical solutions and support related to liquidity management
o Identifying Opportunities for Improvement:
Analyze existing liquidity reporting processes to identify areas for enhancement.
Propose and drive process improvements, emphasizing efficiency gains and risk reduction.
o Collaboration and Coordination:
Work closely with global teams across Finance, ensuring alignment with performance standards (SLAs).
Provide continuous feedback to enhance liquidity reporting outputs.
o Data Quality and Reporting:
- Interface with relevant teams (such as RFDAR) to ensure data quality and streamline validation and exception processes.
- Act as a senior member of the monthly regulatory liquidity reporting team (Liquidity Measurement & Reporting LMR).
- Identify opportunities to utilize Python, Alteryx, and other tools to improve process gaps
- Data cleansing in Excel
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
3+ years banking experience in process improvement/system updates
o Experience working in Treasury/Liquidity/Stress Testing is a plus
SQL experience/strong data backgrounds
Reporting experience/regulatory requirements exp
Advanced Excel skills (Pivot, VLOOKUPS, Sum If, Index, Macros)
Hands-on experience querying and analyzing large sets of data using SQL (data warehouse is Oracle)
Tableau experience Knowledge and prior experience with Liquidity Reporting / Regulatory reporting
Python/Alteryx experience
Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practices
Banking or Financial Experience
Familiarity with BAC Enterprise Data Management Policy & Standards
Treasury/Liquidity background null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Insight Global
- Insight Global Jobs