

Data Management Analyst - Financial/Banking
β - Featured Role | Apply direct with Data Freelance Hub
This role is for a Data Management Analyst in the Financial/Banking sector, offering a contract length of "unknown" at a pay rate of "unknown." Key skills include CRM experience (Salesforce required), data governance, SQL proficiency, and an MBA or equivalent experience.
π - Country
United States
π± - Currency
$ USD
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π° - Day rate
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ποΈ - Date discovered
July 19, 2025
π - Project duration
Unknown
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ποΈ - Location type
Unknown
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π - Contract type
Unknown
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π - Security clearance
Unknown
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π - Location detailed
New York, NY
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π§ - Skills detailed
#CRM (Customer Relationship Management) #BI (Business Intelligence) #SQL (Structured Query Language) #Data Analysis #Data Management #Data Governance #Microsoft Power BI #Agile #Quality Assurance #Research Skills
Role description
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Key Responsibilities:
As a Data Analyst, you will play a pivotal role in ensuring the accuracy and efficiency of our client data. Your responsibilities will include:
β’ Data Governance & Quality: Monitor data health and integrity, and ensure data products meet strict standards for accuracy, completeness, and consistency. Conduct regular assessments to identify deficiencies and opportunities for improvement.
β’ Data Management: Maintain, cleanse and update records within the Client Relationship Management systems. This may include researching information across a variety of data sources, working with internal client support groups to create data structures that mimic client asset pools and connecting client information across data sources.
β’ Process Improvement and Efficiency: Identify and complete process improvements from initial ideation to implementation. Collaborate with cross-functional teamsβproduct managers, engineers, and business stakeholdersβto plan, design, and deliver data products.
β’ Quality Assurance: Collaborate with teams to test new CRM features, ensuring tools function accurately and identifying defects for resolution.
β’ Collaboration & Communication: Prioritize effectively with various collaborators across. Ensure efficient and timely data governance and maintenance in an agile environment.
Skills:
β’ Proficiency in SQL is a plus
β’ Proficiency in data management / reporting tools and technologies such as POWER BI a plus
β’ Experience with business applications including Excel and PowerPoint
β’ Experience working with CRM platforms; Salesforce a must with Microsoft Dynamics experience a plus
β’ Organized and detail-oriented with strong time management skills
β’ Self-motivated with a strong focus on service and ability to liaise with many groups across the company
β’ Excellent online research skills
β’ Exceptional written and verbal communication skills
Education:
MBA or equivalent experience required; major in Business, Finance, MIS,