Senior Data and Reporting Analyst
Are you experienced in data reconciliation and automation? Apply Now!
Working with one of our top financial clients, this role calls for a Senior Data and Reporting Analyst. This position involves managing complex datasets, ensuring data integrity, and automating reporting processes to support strategic decision-making in a fast-paced financial environment.
Pay rate range (CAD): $57.97/hr – $69.56/hr
Responsibilities
- Reconcile datasets with internal and external sources to ensure accuracy and completeness
- Utilize Excel functions, including XLOOKUP, INDEX-MATCH, Power Query, and fuzzy matching, to automate data matching processes
- Develop and implement structured rules for data cleansing and validation
- Document matching procedures, rules, and assumptions for auditability and repeatability
- Produce clean, enriched datasets ready for reporting or import into CRM systems
- Maintain CRM data hygiene and contribute to overall system data quality and consistency
Desired Skill-Set
- 5+ years of experience in data reconciliation, data cleansing, and reporting in a financial or asset management environment
- Advanced Excel skills, including Power Query and fuzzy matching techniques
- Proven experience with data validation, deduplication, and quality checks across multiple sources
- Strong documentation skills with an ability to clearly articulate matching logic and procedures
- Familiarity with CRM platforms, particularly Salesforce, within the Canadian financial sector
- Attention to detail and a strong commitment to data accuracy and integrity
Nice to Have
- Ability to script in Python (pandas) or write basic SQL queries
- Experience with data integration, ETL processes, and automation tools
- Background in banking or wealth management industries
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.