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🥝 Finance Data Analyst
Phaxis LLC | New York County, New York, United States | Posted May 15, 2026
Job Description
Pay Rate up to $48.00Summary Responsibilities:
- Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce).
- Develop and maintain thorough knowledge of the data and workflows in the CRM platform.
- Contribute to the efficient and accurate monthly reconciliation of financial data.
- Provide user support to bankers and other staff that use the CRM.
- Support COO Group colleagues as needed.
Requirements:
- 1-3+ years of experience in finance or accounting.
- Strong analytical and problem-solving skills.
- Ability to quickly learn, understand, and master processes and data management.
- Strong verbal and written communication skills and interpersonal skills.
- Attention to detail, strong quantitative skills, and high commitme...