Dext Capital is a National, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities for growth and advancement. We are seeking a motivated individual to join us as a Reporting Analyst . TheReporting Analyst will play a crucial role in analyzing and managing data to support the organization's strategic objectives and enhance operational efficiency. This is a hybrid role with three days per week in the corporate office in Lake Oswego, Oregon. .

Dext Capital has been named one of the top 5 fastest-growing companies in the Greater Northwest for the last 2 years and a best place to work award recipient in 2024. Dext offers strong benefits and is committed to leveraging technology while enabling our employees to grow in a high-performance environment

Job Duties/Responsibilities:

Data Analysis & Reporting: Perform data analysis to identify discrepancies and trends across multiple data sets, including Excel files, databases tables, and CSVs documents. Pull and send reports on a regular basis to relevant stakeholders.
SQL Query Writing: Write SQL queries, views, and procedures to pull and transform data accurately and efficiently.
Salesforce & Power BI Support: Create, update, and support reports in Salesforce and Power BI, ensuring that data visualization meets business requirements and enhances decision-making capabilities.
Collaboration & Support: Work closely with various departments to understand their data needs and provide analytical support. Assist the Enterprise Architect with data-related projects and initiatives as required.
Process Improvement: Identify opportunities for process improvements through data analysis and recommend solutions to enhance overall business performance.
Training & Documentation: Provide training and support to end-users regarding data tools and processes, creating user guides to facilitate understanding and usage.
Other Tasks as Needed: Perform additional tasks and responsibilities as assigned to support business objectives and team initiatives.

Characteristics:

Exhibit strong problem-solving and analytical skills.
Excellent communication skills, both written and verbal.
Ability to thrive in a fast-paced environment and adapt to changing priorities.
Positive attitude and willingness to collaborate with team members.

Experience Requirements:

2+ years of experience in data analysis or a similar role
Expert proficiency in Microsoft Excel, including advanced functions and pivot tables
Strong knowledge of SQL for database querying and data manipulation.
Experience with Power BI or Salesforce is a plus.
Knowledge of financial products and services is a plus.

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Dext Capital, LLC

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Reporting Analyst