Data Analyst Financial Reconciliation & Workflow Automation

Department: Product Engineering / Implementation

Experience: 3–8 Years

Employment Type: Full-Time

About the Role

We are seeking a highly analytical and technically proficient Data Analyst to design, automate, and optimize financial reconciliation processes and enterprise workflows. The ideal candidate should possess strong expertise in financial data analysis, workflow automation, enterprise system integration, and process design. This role requires close collaboration with clients, product teams, and implementation teams to transform business requirements into scalable automation solutions.

Key Responsibilities

Financial Reconciliation and Process Design

·       Design and implement reconciliation workflows for banking, payment gateways, card networks, ERP, and Core Banking Systems.

·       Create reconciliation logic including One-to-One, One-to-Many, Many-to-One, Many-to-Many, Net Settlement, Group-Based, Tolerance, Partial, and Date-Based matching.

·       Analyse financial transactions, investigate reconciliation breaks, perform Root Cause Analysis (RCA), and recommend process improvements.

·       Design scalable financial workflows and business automation solutions.

Workflow Automation & Integration

·       Automate business processes using Python, SQL, Selenium, APIs, Email, SFTP, Database, and File System connectors.

·       Build ETL pipelines for data ingestion, validation, transformation, reconciliation, and reporting.

·       Integrate enterprise applications using REST APIs, Webhooks, Database Connectors, Email Connectors, and Message Brokers such as Kafka.

·       Develop reusable automation components for scheduled and event-driven workflows.

Data Engineering & Processing

·       Process and analyse high-volume structured and semi-structured datasets from PostgreSQL, MySQL, SQL Server, Oracle, MongoDB, Redis, Kafka, APIs, CSV, Excel, XML, JSON, MT940, PDF, and Fixed Width files.

·       Read, parse, validate, generate, and manipulate PDF documents programmatically.

·       Implement digital signature generation, validation, and document verification workflows.

·       Perform data cleansing, enrichment, transformation, validation, and quality assurance for enterprise-scale datasets.

·       Build interactive dashboards and executive MIS reports using Power BI, Tableau, or equivalent visualization tools.

·       Define and monitor KPIs including reconciliation accuracy, settlement status, exception ageing, processing volumes, TAT, and operational efficiency.

·       Present analytical insights through reports and dashboards to support business decisions.

Enterprise Platform & Infrastructure

·       Understand enterprise application architecture and on-premise deployment environments.

·       Work with Linux and Windows servers, application servers, databases, Docker, networking, storage, and messaging systems.

·       Optimize data processing and workflow performance for high-volume financial applications.

Client Engagement & Solution Delivery

·       Gather and analyse client requirements and convert them into technical and functional solution designs.

·       Conduct requirement workshops, process walkthroughs, and solution demonstrations.

·       Prepare process documentation, workflow diagrams, data mapping documents, and implementation specifications.

·       Build strong client relationships by providing proactive support, technical consultation, and effective communication throughout the implementation lifecycle.

Programming & Automation

·       Python

·       Pandas

·       SQL

·       Selenium

·       REST APIs

·       JSON & XML Processing

·       Regular Expressions (Regex)

·       PDF Processing & Generation

·       Digital Signature Generation & Validation

Databases & Integration

·       PostgreSQL

·       MySQL

·       SQL Server

·       Oracle

·       MongoDB (Preferred)

·       Redis

·       Database Connectors

·       Kafka or Similar Message Brokers

·       ETL & Large Data Processing

Business Intelligence

·       Power BI or Tableau

·       Advanced Microsoft Excel

·       Power Query

·       Dashboard Development

·       Data Visualization

Infrastructure & Enterprise Systems

·       Linux

·       Windows Server

·       Docker

·       On-Premise Deployment Architecture

·       Basic Networking

·       Performance Monitoring & Troubleshooting

·       Banking & Financial Services

·       FinTech & Digital Payments

·       Card Networks (Visa, Mastercard, RuPay)

·       UPI, IMPS, NEFT, RTGS, NACH

·       Core Banking Systems (CBS)

·       General Ledger (GL)

·       Financial Reconciliation

·       Settlement & Clearing Operations

·       Business Process Automation

Qualifications

·       Bachelor's or Master's degree in Computer Science, Information Technology, Software Engineering, Computer Engineering, Artificial Intelligence, Data Science, or a closely related technical discipline.

·       3–8 years of experience in financial data analysis, reconciliation, workflow automation, ETL, system integration, or enterprise application implementation.

Key Competencies

·       Strong analytical thinking and problem-solving abilities.

·       Expertise in financial transaction analysis and reconciliation.

·       Ability to design scalable workflows and automation solutions.

·       Strong client-facing communication and presentation skills.

·       Experience handling enterprise-scale datasets with a focus on performance, reliability, and accuracy.

·       Excellent documentation, stakeholder management, and relationship-building skills.

·       Ability to work independently while collaborating across product, engineering, implementation, and client teams.

What We Look For

• We are looking for professionals who can bridge business processes and technology by designing intelligent reconciliation workflows, automating financial operations, integrating enterprise systems, and delivering scalable solutions. The ideal candidate combines strong technical expertise with client engagement skills, enabling them to understand business challenges, build lasting client relationships, and deliver high-quality automation solutions that drive operational excellence along with deep sense of Ownership & Accountability.