Financial Analyst OTC

Position Summary

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Analyst OTC - Consultant, Strategy, Growth, and you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

As an OTC (Over-the-Counter) Financial Analyst, you will play a pivotal role in driving complex data migrations for capital markets and financial services clients. In this client-facing technical role, you will leverage deep functional knowledge of OTC clearing platforms, settlement workflows, and operational processes to ensure seamless transitions during large-scale technology transformations. You will bridge the gap between technical data engineering and business operations, utilizing advanced SQL to interrogate large datasets, conduct functional analysis for reconciliations, manage mandatory tax reporting, and guarantee the integrity of client financial data.

• OTC Data Migration: Drive end-to-end OTC data migration activities on complex financial services technology programs for clients. Ensure strict data integrity from legacy systems to modern target architectures.
• Functional Analysis & Reporting: Lead functional analysis for complex financial reconciliations and ensure strict alignment with Tax and Mandatory reporting requirements.
• OTC Clearing Workflow Management: Navigate and extract data from various OTC Clearing platforms, actively managing and validating data structures related to clearing workflows, settlements, and daily operational processes.
• Advanced Data Analysis & Resolution: Interrogate large, complex financial datasets to proactively identify data quality issues, validate complex data mappings, and drive swift resolution to maintain project timelines.
• Technical Translation & Client Communication: Translate highly complex technical findings, SQL query results, and migration roadblocks into clear, actionable business language for non-technical executive client stakeholders.
• Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
• Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes.

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to provide clear guidance to others

• 4+ years of experience as a Financial Analyst, Data Analyst, or Migration Consultant, with a proven track record delivering data migration activities on financial services or capital markets technology programs.
• 4+ years of working directly with OTC Clearing platforms. Must possess deep familiarity with their underlying data structures, clearing and settlement workflows, and daily operational processes.
• 4+ years of experience working with SQL & Data Analysis Proficiency: SQL skills. Demonstrated ability to write complex queries for data extraction, transformation, validation, and reconciliation across massive enterprise datasets.
• Data Analysis & Interrogation: Excellent analytical skills with the ability to independently interrogate large and complex datasets, identify data quality issues, and drive resolution.
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

• FSI Industry Focus: Experience delivering technical and financial solutions exclusively within the Financial Services and Insurance (FSI) sectors, specifically within Capital Markets, Derivatives Trading, or Wealth Management.
• Cross-Border Operations: Prior experience supporting global trading desks (NAM, EMEA, APAC), understanding regional regulatory differences and cross-border settlement nuances.
• Analytical/ Decision Making Responsibilities
• Analytical ability to manage multiple projects and prioritize tasks into manageable work products
• Can operate independently or with minimum supervision
• Excellent Written and Communication Skills
• Ability to deliver technical demonstrations