Hybrid Banking Data Analyst/Accounting en NewFirst National Bank
NewFirst National Bank · Rosenberg, Estados Unidos De América · Hybrid
- Junior
- Oficina en Rosenberg
Description
Position Summary:
NewFirst National Bank, a relationship-driven community commercial bank, is seeking a strategic and technically skilled professional for a hybrid Data Analyst & Accounting Special Projects Specialist role. This role is designed for someone who thrives on transforming data into insights and is also capable of supporting special initiatives within the Accounting/Finance team.
This is a 70% data-focused role, with 30% of responsibilities involving accounting-related projects—ideal for someone who is data-savvy, detail-oriented, and interested in bridging analytics with financial operations.
Key Responsibilities:
Primary – Data Analysis & Reporting (70%)
- Analyze data extracted from core banking systems (e.g., Fiserv, Jack Henry) to support business intelligence initiatives.
- Utilize a wide range of MS Excel features, including formulas (sumif, vlookup, index/match, etc.), pivot tables, macros, and potentially even VBA programming, to streamline tasks and create efficient spreadsheet solutions.
- Collaborate with business units (lending, operations, finance) to understand data needs and deliver actionable insights.
- Improve automation, streamline data workflows, and assist in digital transformation initiatives.
- Identify and correct data inconsistencies, supporting the bank’s data governance efforts.
- Assist with preparation of regulatory, board, and executive-level reporting.
- Develop and maintain dashboards, reports, and data visualizations to track KPIs and business performance across departments.
Secondary – Accounting & Financial Projects (30%)
- Participate in budgeting, cost analysis, and finance-led projects that benefit from data-driven insights.
- Assist with audit support, documentation of financial processes, and implementation of new tools or systems.
- Help bridge the gap between accounting and data analytics for special projects or compliance needs.
- Support month-end close activities including reconciliations and reporting support.
Requirements
Education:
- Bachelor’s degree in Data Analytics, Accounting, Finance, Economics, or related field.
- Certifications such as Microsoft Certified Data Analyst or CPA are a plus.
Experience:
- 2+ years of experience in data analytics, or financial data reporting—ideally in a banking or financial services environment.
- Familiarity with accounting principles and exposure to financial operations or reporting.
- Understanding commercial banking operations is a plus.
Technical Skills:
- Strong to expert level skills in Microsoft Office (primarily Excel) required.
- Experience with FiServ core operating system is a plus.
- Ability to deal effectively and tactfully with personnel of other departments and branches.
- The ability to operate a variety of automated and standard office equipment