65 applicants
PCS Retirement · 2 days ago
Sr. Data & Reporting Analyst
Philadelphia, PA
Full-time
Onsite
Senior Level
$75K/yr - $130K/yr
5+ years exp
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Responsibilities
Consult with relevant stakeholders to understand, define, and document functional requirements for reporting and data sharing needs
Work with Development team for enhancing and troubleshooting existing data feeds, as well as building new integrations with various financial data aggregation firms
Manage onboarding and offboarding of Firms on existing data feeds/reports
Manage Projects and enhancement prioritization for the team
Monitor a case queue for external client enquiries with regards to the data shared with various financial data aggregation firms
Perform ad-hoc analysis as necessary to answer business or client questions and drive decisions
Review existing processes, recommend best fit solution, document technical requirements for building a more streamlined and enhanced process for sharing data (using APIs) with external vendors, while ensuring data privacy and integrity is not compromised
Develop and execute data mapping and transformation processes and requirements within and between applications and data sources
QA the enhancements or bug fixes to ensure code updates meet the documented functional requirements
Identify, analyze, and interpret trends or patterns in complex data sets
Create and implement data auditing/reconciliation protocols and procedures; conduct root cause analysis, recommend corrective actions, execute fixes, and escalate issues as appropriate
Analyze trends from data audits and cleansing to identify and recommend areas that require data, system, or process improvements
Conduct training and coaching of users on data feed reporting that the Company offers
Qualification
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Required
At least 5-7 years in data/business analysis and reporting in Financial sector, preferably in the Retirement Plan recordkeeping business
Bachelor’s degree in Business, Computer Science, Mathematics or related field, or equivalent combination of education and work experience
Proficient in Microsoft 365, most importantly with proficiency in Excel
Proficient in SQL; additional programming languages a plus
Focus on quality, with attention to detail and the ability to meet strict deadlines
Excellent communication skills and be willing to share his/her knowledge and experience with a team
Experience with Atlassian tools such as Jira and Confluence
Ability to use reporting software such as SSRS, Crystal Reports or others
Basic experience with data transfer and Application Programming Interface (API) tools and methods
Benefits
401(k) match
Medical
Dental
Vision
Life insurance
Short and long term disability
Paid-time off
Company
PCS Retirement
Professional Capital Services is an independent provider of retirement plan solutions.
201-500 employees
H1B Sponsorship
PCS Retirement has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
2022 (4)
2021 (8)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
LLR Partners
2024-03-04Acquired· by Lee Equity Partners
2017-10-31Private Equity· Undisclosed
Leadership Team
M
Michael Coluzzi
President and Chief Financial Officer
Recent News
Company data provided by crunchbase
