Financial Analyst

Post Date

Sep 13, 2023

Location

Charlotte,
North Carolina

ZIP/Postal Code

28202
US
Jun 23, 2025 Insight Global

Job Type

Contract-to-perm

Category

Accounting / Finance

Req #

CLT-650815

Pay Rate

$52 - $78 (hourly estimate)

Job Description

- Insight Global is looking for a Finance Analyst for a large financial services client in the Charlotte, NC area. This role is going to be working in the Global Liquidity Management group, and working heavily with data needed for 2052 A reporting. This person needs to be skilled in both Excel and Tableau and needs to be interested in working with large sets of data to provide update and communicate with other lines of business within the bank. This individual will be presenting to upper management on errors within their data. This person will be starting in their data quality space, move into a validation role, followed by more a role with heavy reporting and communication with business leaders. This team is referred to as their Production Team, and this person will rotate between these groups on a weekly basis.

Required Skills & Experience

Excel skills (Pivot Tables, VLOOKUPS) and Tableau exp

- 1-4 years of experience in data/business analytics/project management

- Presentation skills

- Banking/Finance experience

Nice to Have Skills & Experience

- 2052 A reporting (liquidity reporting) experience

- Capital Markets experience

- Escalation experience (escalating a problem to upper management that ended up being resolved)

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.