Sr Business Analyst with Fundraising, Investment Banking, salesforce _ NY/NJ/CT

Title: Sr BA with Fundraising

Location: New York, NY

Required Skills

Investment Banking, Fundraising, Salesforce

• Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs,

• creating workflows, setting up fields, data uploads, building inline reporting
• Experience in the buy-side finance industry, including PE and open-ended funds
• Visio taking descriptions of processes and converting into a meaningful Visio diagram with
• swim lanes
• Excel Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of
• data into a meaningful summary for business users
• Power BI build reports from preset views or custom SQL queries, joining multiple data
• sources, adding Calculated Fields and Parameters to create a visual, interactive experience
• for business users
• SQL Writing and editing basic queries based on preset views, ability to look at a query to
• help troubleshoot
• Deep understanding of how data is connected, comfortable joining different tabs in Excel
• at a minimum, ideally also able to join datasets within SQL
• Ability to communicate technical information with colleagues as well as senior
• management who may not have a technical background, be able to understand what a
• business user needs and explain that in technical terms to the development team
• Collaborate with power users and partner with other team members to arrive at the best
• possible solutions to problems presented by the business
• Meticulous attention to detail, ability to compare different datasets, determine how they
• differ and troubleshoot differences with QA team
• Commitment to data quality and completeness and is willing to perform some various
• tasks to ensure data accuracy
• Independent work ethic, highly organized and adaptable in a fast-paced, high stakes
• environment, ambition to proactively seek answers and improve process

Best Regards

Naveen Pulletikurthi

Sr Recruiter

Sunray Informatics Inc

Direct No: (609)-(596)-(3878)

Email: