Finance Data Specialist
1 week ago
Financial Data Consultant – Loan Data Migration & Reporting Location:
Hybrid (2-3 days per week in the office)
Our client, a prominent financial institution, is seeking a Financial Data Consultant to lead critical loan data migration and reporting projects. This role is ideal for professionals who bring a unique mix of technical expertise in data management (SQL, Python, Tableau), financial reporting skills, and knowledge of IFRS 9 standards. The successful candidate will have hands-on experience with loan data (personal, commercial, mortgage, or Loan IQ), data reconciliation, and delivering actionable insights through reporting tools.
Collaborate with cross-functional teams to map, validate, and migrate loan data (personal, commercial, mortgage, or Loan IQ) with high precision.
Execute data reconciliation and ensure accuracy, integrity, and consistency throughout the migration process.
Develop and deliver detailed end-user reports and dashboards using Tableau, SQL, Python, and Excel, tailored to meet stakeholder requirements.
Lead and execute User Acceptance Testing (UAT) for loan management systems, identifying discrepancies, troubleshooting issues, and ensuring workflow functionality aligns with business goals.
Analyze data post-migration to ensure smooth integration and operational success, providing actionable insights for decision-making.
Serve as a bridge between technical and business teams, effectively translating business needs into technical solutions.
Apply strong knowledge of IFRS 9 standards to ensure regulatory compliance and accurate financial reporting.
Proven experience in data migration and reporting in financial services, with a focus on loan data (personal, commercial, mortgage, Loan IQ, etc.).
~ Bachelor’s degree in Finance, Accounting, Business Analytics, Computer Science, or a related field.
~3+ years of experience working with large datasets, performing UAT, and creating data-driven reports and dashboards.
~ Strong technical proficiency in SQL , Python , and Tableau for data analysis and visualization.
~ Experience with data reconciliation and troubleshooting within financial systems.
Experience migrating and reconciling different types of loan data, including commercial, mortgage, and personal loans.
Strong analytical skills combined with excellent communication and stakeholder management abilities to effectively bridge technical and business requirements.
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