Digital media specialist improving campaign tracking, reporting and analytics at a Toronto marketing technology lab. Automating insights with AI while maintaining data quality and measurement accuracy.
LP
CRM Data Analyst – Banking
Posted via LinkedIn Recruiter (not a company profile)
Posted 5 months ago
About the role
- CRM Data Analyst contract in banking. Enhance data accuracy, develop automated reporting, and provide insights in asset management environment.
Responsibilities
- You will be responsible for enhancing data accuracy, developing automated reporting processes, and providing strategic insights to support decision-making across multiple business groups. Responsibilities: Develop and maintain complex reports and dashboards to track key performance metrics. Analyze large datasets to identify trends, anomalies, and areas for process improvement. Collaborate with cross-functional teams to gather reporting requirements and translate them into effective data solutions. Design and implement data validation procedures to ensure data integrity and accuracy. Automate routine reporting tasks using advanced Excel functions and other tools. Support data cleansing initiatives and contribute to ongoing data governance efforts. Prepare detailed documentation of reporting procedures, logic, and data sources for audit purposes. Provide insights and recommendations to senior management based on data analysis.
Requirements
- Desired Skill-Set: 5+ years of experience in data analysis, reporting, or related roles within financial services or asset management. Expertise in Excel (including pivot tables, Power Query, Power Pivot, XLOOKUP, INDEX-MATCH). Strong knowledge of data visualization tools and reporting platforms. Experience with large datasets, data reconciliation, and quality assurance. Excellent analytical and problem-solving skills. Strong documentation skills with attention to detail. Ability to communicate complex data insights clearly to non-technical stakeholders. Familiarity with CRM systems (e.g., Salesforce) is a plus. Experience working within the Canadian financial sector. Nice to Have: Programming skills in Python (pandas) or SQL. Knowledge of ETL processes and data integration tools. Experience with automation in data workflows. Prior experience in banking or financial industry projects.
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