Financial Analyst - (Alteryx, UiPath, Power BI- Max $30/hr W2)

LenmarConsultingInc

Baltimore, MD, United States contract

Posted: April 16, 2026

Job Description

Finance

Onsite - Locals Only at this time !!

Opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards.

Key Responsibilities

• Solution Design & Delivery

o Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.

o Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).

o Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.

• Operational Excellence & Controls

o Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access).

o Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users.

• Stakeholder Engagement

o Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency).

o Present prototypes and production updates; triage enhancement requests and maintain backlog.

• Continuous Improvement

o Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.

Required Qualifications

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.

• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.

• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.

• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.

• Domain: Working knowledge of DTC / Settlement operations.

• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.

Preferred Qualifications

• Prior experience automating settlement-adjacent use cases

• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.

Core Competencies

• Analytical problem solving and data wrangling at scale

• Process redesign and automation mindset

• Communication and stakeholder management across operations and technology

• Documentation, testing, and change management discipline

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).

All your information will be kept confidential according to EEO guidelines.

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