CRM Data Analyst – Banking
Are you an experienced Data and Reporting Analyst looking to make an impact? Apply Now!
Working with one of our top financial clients, this role calls for a CRM Data Analyst – Banking. This contract position offers an excellent opportunity to contribute to critical data quality and automation projects within a dynamic asset management environment. You will be responsible for enhancing data accuracy, developing automated reporting processes, and providing strategic insights to support decision-making across multiple business groups.
Pay rate range (CAD): $57.97/hr – $69.57.00/hr
Responsibilities
- Develop and maintain complex reports and dashboards to track key performance metrics
- Analyze large datasets to identify trends, anomalies, and areas for process improvement
- Collaborate with cross-functional teams to gather reporting requirements and translate them into effective data solutions
- Design and implement data validation procedures to ensure data integrity and accuracy
- Automate routine reporting tasks using advanced Excel functions and other tools
- Support data cleansing initiatives and contribute to ongoing data governance efforts
- Prepare detailed documentation of reporting procedures, logic, and data sources for audit purposes
- Provide insights and recommendations to senior management based on data analysis
Desired Skill-Set
- 5+ years of experience in data analysis, reporting, or related roles within financial services or asset management
- Expertise in Excel (including pivot tables, Power Query, Power Pivot, XLOOKUP, INDEX-MATCH)
- Strong knowledge of data visualization tools and reporting platforms
- Experience with large datasets, data reconciliation, and quality assurance
- Excellent analytical and problem-solving skills
- Strong documentation skills with attention to detail
- Ability to communicate complex data insights clearly to non-technical stakeholders
- Familiarity with CRM systems (e.g., Salesforce) is a plus
- Experience working within the Canadian financial sector
Nice to Have
- Programming skills in Python (pandas) or SQL
- Knowledge of ETL processes and data integration tools
- Experience with automation in data workflows
- Prior experience in banking or financial industry projects
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.