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 an annual bonus program, 401k company contribution with company match, 4 weeks paid vacation, 15 calendar holidays, and 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
Performance metrics and KPI tracking
Project plan and timeline maintenance
Data gathering and testing
Proficiency in Excel and PowerPoint
Nice-to-have
Lean and structured problem-solving
Cross-functional team collaboration
Interest in digital transformation
Change management and communication
Key Requirements
Bachelor’s Degree in Business, Finance, Operations, Data Analytics, or related field
2-4 years of relevant experience
Basic understanding of process improvement concepts