Job Description
Job Description
Defense Technology Integration (DTI), LLC is seeking a Data Analyst with a background in finance to support a federal government client in Washington, DC. The position is a hybrid telework position 2 days onsite and 3 days remote (may shift to 1 day onsite and 4 days remote).
Position Overview
The Data Analyst designs, builds, and delivers enterprise C-suite executive-level and business unit level dashboards and reports using data sources such as Salesforce and Oracle financial systems, CIA Factbook, FDI, IMF PortWatch, S&P Cap IQ Pro, Bloomberg, Wood Mackenzie, Green Street Infrastructure, International Energy Agency (IEA), UN Conference on Trade and Development, UN Comtrade, World Bank Open Data .
The analyst examines insurance, debt, credit, loan, equity, and fund transactions, contract agreements, financial data; and the workflow processes. The role combines hands-on analysis with executive communication. The analyst translates complex portfolio data into clear findings, visualizations, and recommendations for C-suite leaders, Investment Committee members, and business unit heads, often on short deadlines in a fast-paced environment.
Key Responsibilities
Executive and business unit reporting
• Design, develop, and maintain enterprise executive dashboards and business unit reports covering pipeline volume, commitments, disbursements, exposure, and portfolio performance across and enterprise portfolio.
• Build recurring reports (weekly, monthly, quarterly) and ad hoc analyses for the C-suite executives and departments staff.
• Produce briefing materials, executive summaries, and talking points for Committees, Boards, and Congressional or OMB requests.
• Define and standardize key performance indicators (KPIs) with business owners, including workflow cycle time, approval rates, pipeline conversion, concentration risk, and development impact.
Data analysis across products
• Analyze Direct Equity, Project Development, Political Risk Insurance, Debt, and Funds transactions to identify trends, risks, bottlenecks, and opportunities.
• Analyze loan, credit, and insurance data, including exposure by country, sector, and product; tenors; pricing; premiums; guaranty coverage; and repayment status.
• Review contract agreements (loan agreements, insurance contracts, grant agreements, limited partnership agreements) to extract key terms, covenants, conditions precedent, and milestone dates for reporting.
• Reconcile financial data managed in Oracle with transaction data in Salesforce and other data repositories and flag discrepancies for resolution.
Pipeline workflow analysis
• Map and analyze workflow processes
• Measure workflow phase durations, hand-offs, and backlog to identify delays and recommend process improvements.
• Work with software application engineers and DFC business owners to define data models, ontology objects, and reporting requirements as new pipeline phases go live.
• Support user acceptance testing (UAT) by validating that reports and dashboards reflect accurate pipeline data.
Data quality and governance
• Establish data validation rules, data dictionaries, and documentation for report sources and calculations.
• Monitor data completeness and accuracy across database repositories and lead remediation with data owners.
• Protect sensitive financial, legal, and personally identifiable information in line with federal data policies.
Communication and stakeholder engagement
• Present findings to C-suite executives and senior managers in clear, concise written and oral briefings.
• Gather and translate executive requirements into report specifications.
• Train business unit staff to use dashboards and self-service reports.
Required Qualifications
• Bachelor's degree in finance, economics, business analytics, data science, statistics, accounting, information systems, or a related field.
• 5+ years of experience in data analysis and reporting, including at least 3 years in financial services, development finance, banking, insurance, investment management, or federal financial programs.
• Demonstrated experience building executive-level dashboards and reports for C-suite or senior leadership audiences.
• Hands-on experience with Salesforce reporting and data (reports, dashboards, SOQL, or data exports).
• Working knowledge of financial instruments, including loans, guaranties, credit, insurance, equity, and fund investments.
Salary Negotiable Based On Relevant Experience