Financial Operations Analyst

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Job Title: Financial Data/Operations Analyst

Location: Charlotte, NC (3x/week onsite)

Duration: Contract through the end of year (12/31/2026) with high potential to extend and/or convert FTE!

Pay Rate: 35-46/hour

Required Skills & Experience

• Self-motivated, proactive individual who takes initiative and operates with a high level of ownership
• Strong critical thinking and problem-solving skills with a logical, detail-oriented approach
• Advanced Excel skills (pivot tables, formulas, large data set manipulation)
• Heavy user of Microsoft 365 tools (Excel, Outlook, Teams; familiarity with broader O365 suite)
• Strong communication skills
• Collaborative team player with a strong focus on relationship building and client service
• High attention to detail with a focus on accuracy and quality
• Continuous learner with a desire to grow and contribute

Nice to Have Skills & Experience

• SQL or basic querying experience
• Exposure to data analytics or reporting environments
• Experience with PowerPoint for presenting insights
• Financial operations experience (settlements, trade support, or similar workflows)
• Requirements gathering or working with business stakeholders

Job Description

Insight Global is seeking an Operations Analyst for a large financial services client. This individual will support key initiatives revolving around operational efficiency. This role is ideal for someone early in their career who is highly analytical, detail-oriented, and comfortable working with large data sets in Excel while collaborating across global teams. This role will require 4+ days of work on-site at our client’s offices.

Key responsibilities include:

• Analyzing and working with large datasets using Excel to identify trends, discrepancies, and opportunities for improvement
• Partnering with internal and external stakeholders across the US, UK, and Asia to support business initiatives
• Contributing to process improvement efforts to enhance efficiency, reduce risk, and improve client outcomes
• Supporting cross-functional projects, including requirements gathering, testing, and implementation

Tagged as: Data Analysis, Excel, Project Management, SQL