HEITMEYER CONSULTING INC
Product Analyst (Data and Reporting)
HEITMEYER CONSULTING INC, Columbus, Ohio, United States, 43224
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Data Analyst, Mergers & Acquisitions — Job Description
Summary
Seeking a detail-oriented Data Analyst to support M&A conversions for Commercial and Business Banking Loan Origination Systems (LOS). This role ensures accurate, compliant migration of loan data from acquired institutions through data mapping, validation, and cross-functional coordination across lending, credit risk, and technology teams.
Key Responsibilities
Perform data mapping and transformation across core banking, lending, credit risk, and Salesforce systems; document field-level logic and validation rules.
Support ETL processes and conduct pre-/post-conversion audits to ensure data accuracy, completeness, and regulatory compliance.
Analyze large datasets using SQL, Excel, and BI tools; identify data gaps and provide remediation insights.
Produce data quality scorecards, conversion reports, and actionable insights for leadership and regulatory stakeholders.
Serve as point of contact for data issues—conduct root-cause analysis, implement corrective actions, and update conversion playbooks.
Collaborate with project managers, risk, compliance, and IT teams to meet milestones, clarify requirements, and communicate progress to technical and non-technical audiences.
Required Qualifications
Bachelor’s degree in Finance, Business, Data Analytics, Information Systems, or related field.
5+ years in data analysis, mapping, or validation within financial services.
Proficiency in SQL, Excel, Power BI/Tableau.
Strong knowledge of lending workflows, credit risk, and regulatory standards.
Excellent communication and ability to manage multiple priorities.
Preferred Skills
Experience with Salesforce FSC or LOS platforms.
Familiarity with commercial/business banking products and M&A conversion projects.
Knowledge of ETL tools, data governance, and Agile/Scrum environments.
To Apply for this Job Click Here #J-18808-Ljbffr
Key Responsibilities
Perform data mapping and transformation across core banking, lending, credit risk, and Salesforce systems; document field-level logic and validation rules.
Support ETL processes and conduct pre-/post-conversion audits to ensure data accuracy, completeness, and regulatory compliance.
Analyze large datasets using SQL, Excel, and BI tools; identify data gaps and provide remediation insights.
Produce data quality scorecards, conversion reports, and actionable insights for leadership and regulatory stakeholders.
Serve as point of contact for data issues—conduct root-cause analysis, implement corrective actions, and update conversion playbooks.
Collaborate with project managers, risk, compliance, and IT teams to meet milestones, clarify requirements, and communicate progress to technical and non-technical audiences.
Required Qualifications
Bachelor’s degree in Finance, Business, Data Analytics, Information Systems, or related field.
5+ years in data analysis, mapping, or validation within financial services.
Proficiency in SQL, Excel, Power BI/Tableau.
Strong knowledge of lending workflows, credit risk, and regulatory standards.
Excellent communication and ability to manage multiple priorities.
Preferred Skills
Experience with Salesforce FSC or LOS platforms.
Familiarity with commercial/business banking products and M&A conversion projects.
Knowledge of ETL tools, data governance, and Agile/Scrum environments.
To Apply for this Job Click Here #J-18808-Ljbffr