Data Analyst – KPIs

Data Analyst – KPIs

ProViso Consulting

Story Behind the Need:

• Business Group: GBM Onboarding is seeking a Data Analyst to support AML / Sanctions Reporting and analytics
• This resource will be responsible for data analysis including, scope determination, data reconciliation, metrics and reporting support
• Reason for Request: Backfill

Typical Day in the Role:

• Provide business intelligence support and supporting areas by means of both repeatable and ad hoc reporting delivery reports (charts, graphs, tables, etc) that enable informed business decisions

Must Have Skills:

• Data Analyst (data reporting/fulfilling business analyst related responsibilities, analyzing large amounts of data) – 2+ years of professional experience
• Microsoft Office suite: Outlook, Access, SharePoint (integrating with Access or Database), PowerPoint, Excel (Advanced)
• Excel functions: VBA/Macros, Power query, Fuzzy Match, Pivot tables (advanced), Joining tables, Advanced formulas – 3+ years of hands on experience
• 2+ years of hands-on experience of Tableau or PowerBI reporting (data analytics & visualization)
• 2+ years of hands-on experience in reporting KPIs and reconciling large data sets
• 2+ years of hands-on experience creating dashboards and executive-level reports

Nice to Have Skills:

• Experience working at a global financial institution or asset manager a plus
• BA background helpful
• Familiarity with KYC/AML/Trade Reporting regulations nice to have
• Experience managing a small-mid size database and/or managing the scope of a remediation project (i.e., database management and scope control)
• Experience with SQL
• Experience working with and reconciling Capital Markets or Institutional client transactional data

Soft Skills:

• Strong communication skills – written & verbal (explain/translate the data/analysis and communicate it to the teams & stakeholders in business terms)
• Positive attitude
• Team player
• Open to learning


• Bachelor’s Degree

Additional Notes:

• SharePoint (Integrating with Access or Database)
• Excel driven role
• Prefer someone with a versatile skillset, positive attitude
• Should be able to manage large amounts of data
• Interview Process:
o 1 round of interviews, potential 2nd round or take-home assignment
o Interviews to take place ASAP

Job Details



3.5 Months



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