Salary
💰 $144,480 - $216,720 per year
Tech Stack
PythonSQLTableauVBA
About the role
- Develop and maintain Alteryx workflows to automate repetitive finance processes (e.g., reconciliations, data validations, report generation)
- Support the regulatory reporting QATV team by automating data aggregation and cleansing for CCAR, Y-14, FFIEC, and other financial reports
- Collaborate with cross-functional teams (Risk, Audit, IT, Controls) to understand data requirements and identify automation opportunities
- Build reusable templates and macros to standardize and scale finance processes
- Perform data validation, error checks, and exception reporting to ensure accuracy in financial outputs
- Assist in transitioning manual tasks to automated solutions, documenting all procedures and workflow logic
- Monitor automated processes and address workflow failures or inefficiencies
- Train team members on Alteryx tools and best practices to promote self-service analytics
- Create dashboards or outputs integrated with Tableau, Power BI, or Excel for reporting insights
- Support internal and external audit requirements through automated data sourcing and traceability
Requirements
- 10 + years of experience in Finance or Financial Systems roles, preferably within a regulated environment (banking, insurance, asset management)
- Proficient in Alteryx Designer (Advanced Certification a plus) and Tableau
- Strong understanding of financial reporting
- Experience working with large datasets, data cleansing, and transformation
- Intermediate to advanced Excel skills
- Familiarity with databases (SQL, Snowflake) is a plus
- Attention to detail with a strong sense of data accuracy and compliance
- Excellent communication and documentation skills
- Preferred: Experience with Power BI, Python, or VBA
- Preferred: Knowledge of financial regulatory reports (e.g., CCAR, Y-14, 10-Q/10-K)
- Bachelor's degree, Master's degree preferred