Financial Analyst (Alteryx, UiPath, Power BI- Max 30hr W2)

Onsite - Locals Only at this time !!

Opportunity to design build and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx UiPath and Power BI applied within financial operations plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust governed automations and decision-ready dashboards.
 

Key Responsibilities
Solution Design & Delivery
o Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data standardize outputs and enable downstream analytics.
o Develop UiPath automations (Studio/Orchestrator) to extract validate and load data from internal systems and industry utilities (including DTC).
o Create Power BI data models DAX measures and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.
Operational Excellence & Controls
o Embed auditability logging and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).
o Partner with process owners to document SOPs SLAs and fallback procedures; socialize changes and provide training for end-users.
Stakeholder Engagement
o Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation error reduction reporting efficiency).
o Present prototypes and production updates; triage enhancement requests and maintain backlog.
Continuous Improvement
o Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.
 

Required Qualifications
Minimum 1 year in the finance industry preferably within Wealth Management operations securities processing or broker-dealer operations.
Alteryx: Advanced proficiency with Designer (macros batch/iterative) Server publishing/scheduling data governance; performance tuning and error-handling.
UiPath: Strong hands-on with Studio/Orchestrator; selectors queues REFramework credential vaults; building resilient bots for web/desktop/API interactions.
Power BI: Deep knowledge of data modeling Power Query (M) DAX and visualization best practices; ability to design enterprise-grade dashboards.
Domain: Working knowledge of DTC / Settlement operations.
Ways of Working: Requirements gathering backlog management SDLC documentation and stakeholder communication.

Preferred Qualifications
Prior experience automating settlement-adjacent use cases
Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.

Core Competencies
Analytical problem solving and data wrangling at scale
Process redesign and automation mindset
Communication and stakeholder management across operations and technology
Documentation testing and change management discipline

Education
Bachelors degree in Finance Information Systems Engineering or related field (or equivalent experience).

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Contract