Data Reporting Analyst

About the role

We’re hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload.

You’ll combine Excel (including fuzzy matching/Power Query) with structured rules and clear documentation to drive accurate, repeatable results.

This role suits someone who enjoys problem-solving with imperfect data.

What you’ll do

• Compare external data to CRM records and determine the correct matches.
• Use Excel lookups (and/or Power Query) and other techniques to automate matching.
• Apply judgment on ambiguous cases; validate results with supporting fields.

– Document matching scenarios, rules, and assumptions so the process is auditable and repeatable.

• Produce a final, enriched dataset ready for CRM import and maintain a clear audit trail.
• Maintain overall CRM system hygiene, ensuring data accuracy and completeness.

MUST HAVE

• 5+ yrs of experience in similar role
• Intermediate–Advanced Excel skills (XLOOKUP/INDEX-MATCH, Power Query; fuzzy matching).
• Experience with data reconciliation, deduplication, and quality checks across multiple sources.

– Strong documentation habits and attention to detail.

• Ability to document matching logic clearly so it can be repeated and automated

– Solid understanding of data quality management and validation techniques

• Familiarity with CRM platforms (e.g., Salesforce) and the asset/wealth management sector in Canada.
• Detail-oriented with a commitment to data accuracy and consistency

Nice to have

• Ability to script in Python (pandas) and/or write basic SQL is an asset.
• Experience with data integration and ETL processes (Extract, Transform, Load)
• Banking/Financial industry preferred

Any specific education/certifications: Post secondary education