Financial Analyst

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flag_no USA
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  • MANAGES the development of meaningful and accurate client debt cancellation reporting, specifically managing the day-to-day development and production process in coordination with our systems team to generate custom daily, weekly, monthly, quarterly, semi-annually, and ad hoc reporting as needed for the custom client branded programs.
  • Candidate would need to know, understand and relate the processes of the business to reporting for the clients.
  • They would also create and QA reports specific to the client each month-end, attend calls, and answer questions through ad hoc analysis or general knowledge of the client and best practices.
  • MANAGES the deployment of client daily, weekly, monthly, quarterly, semi-annually, and ad hoc reporting as needed to convey a 360 degree review of the clients' debt cancellation program across all functional areas. Coordinates with functional teams and partners to succeed in timely distribution of all reporting.
  • SUPPORTS the VP of Reporting in organizing tasks and information to effectively deploy meaningful client reporting while meeting/exceeding client expectations.

Detailed Duties and Responsibilities:
1. WRITES, DEPLOYS and MAINTAINS queries and stored procedures with high level SQL experience to support both internal and client delivery of daily, weekly and monthly reporting. (3-5 years of T-SQL experience - candidates will be tested on site for SQL proficiency)
2. CREATES/UPDATES programming reporting data to a final delivery form through use of Excel, Access, or other acceptable form to create custom client reporting.
3. WRITE batch files or VBS scripts in support of reporting automation.
4. MAINTAINS databases, tables, indices, etc, in SQL Server
5. BUILDS and MAINTAINS data architecture for reporting team.
6. CREATES and MANAGES interrelated across multiple platforms, including Microsoft SQL Server, MySQL server or even into MS Access.
7. COORDINATES the gathering of client data with system team members and others on the functional team to ensure success internally and externally with our clients and partners.
8. PLANS and prepares for new clients, new programs, and new reports occurring in the day-to-day process by working together with those providing data and developing the new reports and gaining a working knowledge of the new reports.
9. REVIEWS and ASSESSES data being reported, alerting team members of any issues or trends that should be acted upon.
10. DELIVERS custom reporting to clients on a timely basis through email, ftp sites, etc.
11. DOCUMENTS and MAINTAINS our records of report development work and communicates progress to team members and clients.
12. PUBLISHES an inventory of reports and other contact points periodically.
13. MAINTAINS reference tables in support of accurate client reporting.
14. PROVIDES Integramark management team with recommendations for improving data and reporting processes.
15. ATTENDS and actively participates in client meetings and internal status meetings to ensure reporting is in place, accurate, and evolves as required to ensure results as well as client and customer satisfaction.
16. MAINTAINS good working relations with client contacts, key members of the team and external resources.
17. UNDERSTANDS client products and related terms and conditions as well as functional process flows to ensure accurate presentation to customers. DOCUMENTS client timelines of process/product changes as well as issues.
18. PARTICIPATES in the development and growth of our major clients programs. Contributes to annual business planning using our Plan For Action business development process and Performance Management Reviews with each major client.
19. BUILDS custom workflows in SharePoint for reporting team's use and tracking of projects and change management.
20. MAINTAINS a work structure and records to enable extensive multi-tasking while keeping track of deliverables owed and deadlines. Re-prioritizes tasks as required to accomplish each days' work.
21. MAINTAINS good working relations with client contacts, key members of the team and external resources.
22. ATTENDS TO DETAILS with excellent written and verbal communication skills, extreme detail focus to avoid re-work and errors, and 100% follow-thru on outstanding items.
23. MANAGES completion of specific reporting requests/tactics as assigned.



  • Excel & SQL is required
  • 3-5 years Financial Analysis preferred.
  • Bachelor Degree preferred.
  • SQL experience is critical
  • 1-3 years of T-SQL experience. Candidates will be tested on site for SQL proficiency.
  • MS Office suite: expert user in Excel, Access and PowerPoint are critical
  • Must be able to present and communicate, both written and orally, to clients. Intermediate experience with SharePoint 2010, including SharePoint Designer for custom workflow builds desired.