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Data Analyst

San Francisco, CA
TITLE: Data Analyst
DURATION: 12+ Months
LOCATION: San Francisco, CA
Our client provides products and services to high net worth clients, and is developing a data mart to facilitate client-centric analysis, measurement, and predictive modeling in support of the group*s key strategic objectives.  The vision of this project is that it will contain comprehensive information about the clients, including the products each client holds, and such metrics as client balances, client revenues, client behavior (e.g. channels used, transaction activities)
This team manages various analyses and reporting processes and projects in support of business partners throughout the relevant group, including Strategy, Product Management, Marketing, Finance, and Regional Sales Management. 
You will be part of a great team developing an enterprise client-centric data warehouse that supports business partners throughout the organization. .
  • Run programs that extract data
  • Define and document business and functional requirements
  • Troubleshoot reporting and data anomolies
  • Engage and direct business partners and subject matter experts to identify priorities, scope, and requirements for complex business problems
  • Manage and perform complex business and systems analysis
  • Engage technical development team members to transition requirements to design, and to determine appropriate design approach
  • Coordinate with project managers on deliverables, risks, and issues
  • Plan and execute system testing and user acceptance testing
  • Create end user documentation, train end users, and assess end user needs
  • Serve as a subject matter expert and visionary for the business community and technical teams
  • Project planning and management of business team deliverables 
  • BA BS degree
  • 3-4 years of experience as a Business Analyst (looking for hands-on players)
  • Very strong analytic and creative problem solving skills
  • Proven experience with banking data and finance concepts
  • Strong critical analytic and critical thinking skills (required)
  • Very strong communication and team skills - will be interacting with and leading a variety of business partners and cross-functional team members, and must be able to effectively communicate and discuss business and technical concepts and issues (critical)
  • Detailed and technically oriented, but possess the ability to consider strategic initiatives and drivers (basic)
  • Proficient SQL skills and database knowledge in order to analyze data sources (critical)
  • Proven experience developing business and functional requirements for an enterprise data warehousing project in the financial services industry (nice to have)
  • Proven experience with business process modeling and systems analysis
  • Proven understanding of the full software development lifecycle 
  • Proven experience within the financial services industry, including an understanding of financial products, concepts, data, and systems (particularly interested in brokerage products, systems, and data)
  • Proven experience developing business and functional requirements for complex enterprise data warehousing projects (particularly interested in client-centric projects) 
  • Previous experience with data modeling and system design 
  • Knowledge of business intelligence 

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