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Data Analyst - Financial Services

Job in New York City, Richmond County, New York, USA
Listing for: Phaxis LLC
Full Time position
Listed on 2026-01-06
Job specializations:
  • IT/Tech
    Data Analyst
  • Finance & Banking
Job Description & How to Apply Below
Salary is 120k to 135k
3 days onsite and 2 days remote

We are seeking a detail-oriented Data Analyst with financial services industry experience. The ideal candidate will have strong SQL skills and experience analyzing complex financial datasets to drive actionable insights. This role requires a combination of technical expertise, analytical thinking, and business acumen to support decision-making and optimize financial operations.

Key Responsibilities:

  • Extract, clean, and analyze large datasets using SQL and other analytical tools.

  • Develop reports, dashboards, and visualizations to support business units, executives, and stakeholders.

  • Interpret financial and operational data to identify trends, risks, and opportunities.

  • Support financial modeling, forecasting, and performance analysis initiatives.

  • Collaborate with cross-functional teams, including Finance, Risk, Compliance, and Technology, to understand data needs and deliver insights.

  • Maintain data integrity, ensure compliance with data governance policies, and document analysis processes.

  • Assist in automating reporting processes and improving data workflows.

Required Qualifications:

  • Experience as a Data Analyst in financial services or banking.

  • Proficiency in SQL for querying and manipulating complex datasets.

  • Experience with data visualization tools (e.g., Tableau, Power BI, Excel).

  • Strong analytical and problem-solving skills.

  • Understanding of financial instruments, markets, and key performance metrics.

  • Excellent verbal and written communication skills; ability to translate complex data into actionable insights.

Preferred Qualifications:

  • Experience with Python, R, or other programming languages for data analysis.

  • Knowledge of regulatory and compliance reporting requirements in financial services.

  • Familiarity with data warehousing, ETL processes, or cloud-based financial data platforms.

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