Analyst, Advisory Services

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes – from anti-money laundering to fraud detection to CECL readiness to lending workflows – empowering our customers by addressing their Enterprise Risk Management needs.

This is an exciting opportunity for someone who is not only a master of their craft, but also shares our commitment to driving a strong company culture by putting their heart and soul into their work every day.

The Advisory Services Group is the rapidly growing in-house, fee-for-service consulting group coinciding with the software organization.  We work directly with financial institutions to solve the problems automation cannot, and you will find your work directly impacting and supporting the decision-making of an entire industry.  The expectation is for this individual to have a “think like an owner” mentality.  We are looking for energetic candidates with strong intellect, a passion for finance, the ability to execute with excellence, and superior communication skills. As a role within a high-growth company, the range of initiatives is dynamic and will provide exposure into multiple areas of the company. This position will be located at our office in Raleigh, NC, Austin, TX, or remote.

What You’ll Do:

• As an Analyst, you should expect a dynamic environment with clear, specific tasks and goals in support of our client-facing projects and internal research and development
• A quantitative, inquiring mindset with exemplary written communication skills are critical, as are the willingness and ability to learn new technical skills
• Manipulate, analyze, and interpret complex data sets, draw business relevant conclusions, and present them successfully in useful business reports
• Engage and participate in regular internal and external project meetings to fully understand data content
• Partner with and advise internal team members on data-collection needs, trends, and focus areas
• Prepare reports for internal and external audiences using business analytics reporting tools
• Identify areas for innovation in monitoring, discover issues and collection approaches to improve analytic efficiencies to deliver better value to customers
• Gather, understand, and document detailed business requirements using appropriate tools and techniques
• Create data dashboards, graphs, and visualizations

What You’ll Need:

• BA/BS degree
• Successful applicants have exposure to financial principles and should be comfortable interpreting the results of various mathematical models
• Strong analytical and quantitative skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• Knowledge and experience with Python & SQL
• Ability to communicate effectively in and across teams; must possess strong verbal, written, and interpersonal communication skills. Conveying technical concepts to non-technical users comes with the territory. 
• Ability to work independently with little day-to-day supervision. 
• Successful applicants have exposure to financial principles and should be comfortable interpreting the results of various mathematical models
• Strong analytical and quantitative skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• As you grow and demonstrate expertise as well as the ability to lead project workstreams and communicate effectively directly with clients, there will be opportunities for promotion to the Consultant role
• Ability to accomplish tasks in a timely manner and a track record of results-oriented achievements
• Certified Public Accountant designation is attractive, but not required

What You’ll Get:

• Market competitive total rewards package
• To be part of the Heart & SOUL of a winning company with an inspiring mission
• The opportunity to Make Big Things Happen
• Competitive salary along with full health benefits with an HSA option