Insight Global

Automation Data Analyst

⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for an Automation Data Analyst in Charlotte, NC, with a contract length of "unknown" and a pay rate of "unknown." Key skills include Tableau, Alteryx, SQL, and experience in financial analysis and process automation within financial institutions.
🌎 - Country
United States
πŸ’± - Currency
$ USD
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πŸ’° - Day rate
Unknown
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πŸ—“οΈ - Date
February 21, 2026
πŸ•’ - Duration
Unknown
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🏝️ - Location
On-site
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πŸ“„ - Contract
Unknown
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πŸ”’ - Security
Unknown
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πŸ“ - Location detailed
Charlotte Metro
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🧠 - Skills detailed
#Oracle #Database Systems #MS SQL (Microsoft SQL Server) #Database Design #Alteryx #SQL Server #MySQL #Data Analysis #Automation #SQL (Structured Query Language) #Tableau #Monitoring
Role description
Day to Day: Insight Global is looking for a Finance Analyst in Charlotte, NC for a large financial services client. This individual will be working in the Treasury line of business specific to the Innovation/Process Enhancement Team. This person will be responsible for: β€’ Leading identification and implementation of automation and emerging technology solutions in Global Liquidity Management. Activities include partnering with LOB stakeholders to execute process simplification and implementation of various automation solutions. β€’ Perform reporting, monitoring, and analytics in relation to liquidity submissions β€’ Understand liquidity reporting rules and data requirements β€’ Drive Opex Opportunities by challenging the utilization of Emerging technology solutions vs G T & O solutions with a longer time visions on stability and sustainability β€’ Work with the stakeholders to redesign processes by identifying opportunities for the process to be enhanced through changes to people, process and technology β€’ Educate Global Liquidity Management business process owners on automation /emerging technologies/Tech Capabilities and use cases to apply the technologies to solve business problems β€’ Lead proof of concepts / pilots to test suitability of technologies in solving business problems β€’ Drive the implementation of the solution across technology and business resources, identifying and eliminating roadblocks β€’ Work across the broader GLM Horizontal and cross treasury teams to partner on opportunities to leverage and reuse solutions across common business processes β€’ Communicate to senior stakeholders on progress, issues, and results β€’ Summarize, create presentations, and present initiative-specific key findings, performance, and recommendations to Opex Leads. Must Haves: β€’ Tableau, Alteryx and SQL β€’ 2-10 years of experience β€’ Bachelor’s Degree β€’ 2-4+ years of working experience in process simplification and automation and/or related areas along with financial analyst type experience with a financial institution (e.g. Treasury, Risk, Operations, Finance) β€’ Extensive experience implementing end-to-end complex business analytics solutions utilizing in-house technology analytics platforms as well as emerging technology software’s including Tableau, Alteryx and SQL β€’ Having exposure to systems and processes and software development would be a value-add in. β€’ Experience understanding business processes, identifying inefficiencies, and implementing technology solutions to remediate inefficiencies β€’ Experience developing, implementing, and maintaining reporting in a consistent manner Plusses: β€’ Experience in Corporate Treasury or Global Markets experience and/or Line of Business Experience β€’ Experience in regulatory reporting β€’ Experience at Bank of America (knowledge of the enterprise β€’ Ability to navigate complex data environments and manipulate large data sets. β€’ Designing tables and assessing relationships of database systems, including performance tuning, database design, and data models, using Oracle, MySQL, MS SQL Server, MS Access and/or IBM DB2 β€’ Experience developing, implementing, and maintaining reporting in a consistent manner β€’ Experience in Corporate Treasury, ideally with a financial institution β€’ Experience in Global Markets and/or Line of Business Experience β€’ Experience in regulatory reporting β€’ Experience at Bank of America (knowledge of the enterprise β€’ Ability to navigate complex data environments and manipulate large data sets.