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Finance Data Analyst

Phaxis LLC

New York County, New York, United States Full-time May 15, 2026
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Opportunity Description

Pay Rate up to $48.00



Summary Responsibilities:


  • Master the processes involved in accessing and editing data in the CRM Platform (OneBanker/Salesforce).

  • Develop and maintain thorough knowledge of the data and workflows in the CRM platform.

  • Contribute to the efficient and accurate monthly reconciliation of financial data.

  • Provide user support to bankers and other staff that use the CRM.

  • Support COO Group colleagues as needed.





Requirements:


  • 1-3+ years of experience in finance or accounting.

  • Strong analytical and problem-solving skills.

  • Ability to quickly learn, understand, and master processes and data management.

  • Strong verbal and written communication skills and interpersonal skills.

  • Attention to detail, strong quantitative skills, and high commitme...
Full-time other-general

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