Data Analyst II (Finance) - (Hybrid​/Richmond, VA)

The Data Analyst II is a financial and reporting analyst position that is responsible for supporting the Finance team’s data and processing systems and supports the analysis and presentation of financial information at the organizational, product, and client level. Additionally, the Data Analyst II fulfills ad-hoc requests for information, reporting and analysis. This position will be responsible for subject matter expertise with the company’s data and works under limited supervision in compliance with established policies, procedures and regulations.

• Act as the liaison to the enterprise data warehouse program, driving digital needs and requirements for data capture and reporting
• Design, build and deploy integrated BI dashboard solutions that will be used firm-wide
• Design, build and maintain the views, rules, and adapters in One Stream to support various reporting functionality
• Create reports, extracts, etc. based on business user specifications
• Create ad hoc data warehouse queries
• Create and support production ETL processes
• Manage the deployment, monitoring, maintenance, development, upgrade, and support of internal systems
• Develop data feeds required for transfer to internal systems
• Monitor the successful execution of these transfers
• Develop database diagrams

This position reports to the assigned functional leader.

Education & Experience

• Undergraduate degree required
• Degree in the field of business administration, finance, or information systems preferred
• 5 years of experience working with Microsoft Office suite with an emphasis on Excel formulas required
• 5 years of experience working with SQL and writing SQL queries required
• Experience working with SSIS, SSMS, SSRS, or SAS preferred
• Work experience in a financial institution or related field preferred

Knowledge & Skills

• Advanced PC skills including MS Office and database applications
• Very strong Excel skills
• Strong understanding of Relational Database concepts
• Strong understanding of SQL queries
• Excellent analytical, mathematical, evaluative and problem-solving skills
• Excellent listening, interpersonal, written, and oral communication skills
• Highly self-motivated and directed
• Ability to effectively prioritize and execute tasks while under high pressure and deadlines
• Understanding of basic financial statements
• In-depth knowledge of applicable data privacy practices and laws
• Strong customer service orientation
• Understanding of basic Accounting principles and procedures
• Experience working in a team-oriented, collaborative environment

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.