The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.
We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client’s short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.The Data Reporting Analyst will play a crucial role in managing transactional data across various stages, from meticulous data entry and validation to comprehensive reporting.
This position is pivotal in ensuring the accuracy, integrity, and timeliness of our data-driven insights, which are instrumental in shaping strategic decisions and optimizing business processes.
Responsibilities:
- Analyze data to derive insights and drive informed business decisions.
- Provide recommendations tailored to business needs by understanding the operations of the business unit.
- Contribute to the design, development, implementation, and maintenance of business intelligence (BI) applications and tools.
- Maintain user job aids related to data entry and data hygiene practices.
- Identify areas for improved data quality and reporting performance, particularly regarding equity investments.
- Assist in identifying, researching, and resolving technical issues related to BI applications and tools, including developing and implementing requirements for new features and enhancements.
- Gather and analyze data to produce reports for internal and external stakeholders.
- Collaborate with key stakeholders to ensure that reports meet business and regulatory requirements.
- Review data and reports for accuracy and timeliness, providing insightful analysis and explanations of results.
Qualifications:
- Bachelor's degree or equivalent in a relevant field.
- Minimum of 2+ years of related experience.
- Technical proficiency in Python and Tableau / Power BI, with previous exposure to AWS.
- Previous experience in a finance-related field with a solid understanding of financial products.
- Skills in data analysis interpretation, data visualization, process automation, programming, requirements analysis, data cleaning, dashboard creation, data acquisition, data manipulation, and data validation.
- This is a remote position and requires the ability to work in a home office environment with the ability to work effectively surrounded by moderate home environment noise.
Pay Range$50—$60 USD
Compensation & Benefits
The Oakleaf Group offers a competitive compensation based on the candidate’s skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.
Equal Employment Opportunity
The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.
Accommodations
Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email accomodations@Oakleaf.com, include "Applicant Accommodation" in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job.
Emails, for any other reason, will not receive a response.
