Position Details
About this role
This role involves leading pledge operations reporting, building scalable data strategies, and automating processes to improve operational efficiency and data quality.
Key Responsibilities
- Design and maintain reports
- Automate pledge processes
- Develop data strategy
- Ensure data quality and compliance
- Collaborate with cross-functional teams
Technical Overview
The technical environment includes SQL, Power BI, data analysis, and process automation tools, supporting data-driven decision-making in financial operations.
Ideal Candidate
The ideal candidate is a mid-level business analyst with 5+ years of experience in data analysis, reporting, and process automation within financial services. They are proficient in SQL and Power BI, capable of translating complex data into actionable insights for stakeholders.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Less than 5 years in data analysis or operations, No experience with Power BI or SQL, Lack of stakeholder management skills, Unfamiliar with data governance or reporting tools
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile