This role focuses on supporting continuous improvement efforts, coordinating project activities, and contributing to AI-enabled and automation initiatives across financial services processes
Job Summary
This role focuses on supporting continuous improvement efforts, coordinating project activities, and contributing to AI-enabled and automation initiatives across financial services processes.
Benefits include annual bonus program; 401k company contribution with company match up to 6% as well as non-elective company contribution of 3 - 7% depending on age; starting at 4 weeks paid vacation; 15 calendar holidays; 8 weeks paid parental leave.
The Analyst will assist with data analysis, process documentation, project tracking, and reporting, helping teams improve efficiency, reduce manual work, and strengthen operational consistency.
Matching Summary
This role focuses on supporting continuous improvement efforts, coordinating project activities, and contributing to AI-enabled and automation initiatives across financial services processes.
Skills & Requirements
Must-have
Process documentation and mapping
Data analysis and reporting
Project tracking and coordination
Proficiency in Excel and PowerPoint
Nice-to-have
Lean and structured problem-solving
AI-enabled and automation initiatives
Cross-functional team support
Interest in digital transformation
Key Requirements
Bachelor’s Degree in Business, Finance, Operations, Data Analytics, or related field
2-4 years of relevant experience
Exposure to structured work environments
Basic understanding of process improvement, project management, or data analysis concepts