

Process Automation Data Analyst
β - Featured Role | Apply direct with Data Freelance Hub
This role is for a Process Automation Data Analyst, on-site in Charlotte, NC, with a contract length of unspecified duration. Pay rate is also unspecified. Key skills required include Tableau, Alteryx, and SQL, along with 2-10 years of relevant experience in financial institutions.
π - Country
United States
π± - Currency
$ USD
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π° - Day rate
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ποΈ - Date discovered
June 12, 2025
π - Project duration
Unknown
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ποΈ - Location type
On-site
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π - Contract type
Unknown
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π - Security clearance
Unknown
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π - Location detailed
Charlotte Metro
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π§ - Skills detailed
#SQL Server #Process Automation #Database Systems #Tableau #Automation #Data Analysis #Monitoring #MS SQL (Microsoft SQL Server) #Alteryx #Database Design #Oracle #SQL (Structured Query Language) #MySQL
Role description
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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’ Bachelorβs 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 softwareβs 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.