Financial Data Analyst

Charlotte, NC (University Area) – Hybrid (3 days onsite / 2 remote) 12-Month Contract (Extension or Conversion Possible) Monday–Friday, 8:30 AM – 5:30 PM ET Interview Process: 1 round (30 minutes) Overview Join a Wholesale Operations team supporting large-scale commercial banking activities. This role focuses on post-transaction operational support, ensuring data accuracy, portfolio integrity, and ongoing servicing updates across complex financial products. This is a project-driven position helping bridge a gap between manual processes and partial automation. Key Responsibilities • Perform data analysis and operational support within a structured banking environment • Maintain and update financial records, ensuring accuracy and completeness • Execute servicing updates, modifications, and data adjustments across portfolios • Support ongoing operational processes tied to large, complex financial transactions • Identify discrepancies and resolve data issues with a high level of precision • Collaborate with internal teams to meet deadlines and maintain workflow efficiency • Contribute to process improvement efforts, particularly in partially automated environments Required Qualifications • 5–10 years of professional experience (mid-level; not entry-level) • Background in banking or financial services (any functional area) • Experience in data analysis, financial analysis, or high-volume data processing • Strong attention to detail and analytical thinking skills • Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Word • Ability to work in a deadline-driven, structured environment • Strong written communication skills Preferred Qualifications • Experience with Loan IQ or similar financial systems • Exposure to wholesale or commercial banking environments • Background in operations, portfolio support, or financial account servicing • Experience in financial or data analyst roles within banking Ideal Candidate Profile • Hands-on banking professional with broad exposure to financial operations, data handling, and client/account support • Experience in small or regional banking environments or operationally focused financial roles • Comfortable working across data, documentation, and servicing functions