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Job Title: Financial Data/Operations Analyst
Location: Charlotte, NC (3x/week onsite)
Duration: Contract through the end of year (12/31/2026) with high potential to extend and/or convert FTE!
Pay Rate: 35-46/hour
Required Skills & Experience
- Self-motivated, proactive individual who takes initiative and operates with a high level of ownership
- Strong critical thinking and problem-solving skills with a logical, detail-oriented approach
- Advanced Excel skills (pivot tables, formulas, large data set manipulation)
- Heavy user of Microsoft 365 tools (Excel, Outlook, Teams; familiarity with broader O365 suite)
- Strong communication skills
- Collaborative team player with a strong focus on relationship building and client service
- High attention to detail with a focus on accuracy and quality
- Continuous learner with a desire to grow and contribute
Nice to Have Skills & Experience
- SQL or basic querying experience
- Exposure to data analytics or reporting environments
- Experience with PowerPoint for presenting insights
- Financial operations experience (settlements, trade support, or similar workflows)
- Requirements gathering or working with business stakeholders
Job Description
Insight Global is seeking an Operations Analyst for a large financial services client. This individual will support key initiatives revolving around operational efficiency. This role is ideal for someone early in their career who is highly analytical, detail-oriented, and comfortable working with large data sets in Excel while collaborating across global teams. This role will require 4+ days of work on-site at our client's offices.
Key responsibilities include:
- Analyzing and working with large datasets using Excel to identify trends, discrepancies, and opportunities for improvement
- Partnering with internal and external stakeholders across the US, UK, and Asia to support business initiatives
- Contributing to process improvement efforts to enhance efficiency, reduce risk, and improve client outcomes
- Supporting cross-functional projects, including requirements gathering, testing, and implementation
Financial Operations Analyst in Charlotte at Insight Global
This position is listed as contract and onsite. It was posted yesterday.