CRM Data Analyst – Banking

Are you an experienced Data and Reporting Analyst looking to make an impact? Apply Now!

Working with one of our top financial clients, this role calls for a CRM Data Analyst – Banking. This contract position offers an excellent opportunity to contribute to critical data quality and automation projects within a dynamic asset management environment. You will be responsible for enhancing data accuracy, developing automated reporting processes, and providing strategic insights to support decision-making across multiple business groups.

Pay rate range (CAD): $57.97/hr – $69.57.00/hr

Responsibilities

Develop and maintain complex reports and dashboards to track key performance metrics
Analyze large datasets to identify trends, anomalies, and areas for process improvement
Collaborate with cross-functional teams to gather reporting requirements and translate them into effective data solutions
Design and implement data validation procedures to ensure data integrity and accuracy
Automate routine reporting tasks using advanced Excel functions and other tools
Support data cleansing initiatives and contribute to ongoing data governance efforts
Prepare detailed documentation of reporting procedures, logic, and data sources for audit purposes
Provide insights and recommendations to senior management based on data analysis
Desired Skill-Set

5+ years of experience in data analysis, reporting, or related roles within financial services or asset management
Expertise in Excel (including pivot tables, Power Query, Power Pivot, XLOOKUP, INDEX-MATCH)
Strong knowledge of data visualization tools and reporting platforms
Experience with large datasets, data reconciliation, and quality assurance
Excellent analytical and problem-solving skills
Strong documentation skills with attention to detail
Ability to communicate complex data insights clearly to non-technical stakeholders
Familiarity with CRM systems (e.g., Salesforce) is a plus
Experience working within the Canadian financial sector
Nice to Have

Programming skills in Python (pandas) or SQL
Knowledge of ETL processes and data integration tools
Experience with automation in data workflows
Prior experience in banking or financial industry projects