11 Ptma Financial Solutions Jobs Hiring Near You

Job Summary:
PTMA Financial Solutions provides treasury management and financial products to the public sector. The Data Analytics Engineer is responsible for delivering business-facing analytics in a regulated financial services environment, focusing on enterprise KPIs, reporting, and collaboration with various teams.
Responsibilities:
• Contribute to PTMA’s business-facing analytics, executing on defined metrics, models, and dashboards under the direction of senior team members.
• Define, document, and govern enterprise KPIs (e.g., AUM, cash flows, liquidity, revenue), ensuring a consistent single source of truth across all reporting.
• Design and maintain semantic data models and certified datasets in Microsoft Fabric and Power BI to support reliable self-service analytics.
• Build executive-grade dashboards and recurring reports that support leadership decision-making, board materials, and operational reviews.
• Analyze trends and variances, providing clear business narratives and context behind performance results.
• Partner closely with Finance, Investments, Client Services, Compliance, and the Data Platform team to resolve data issues and improve reporting quality.
• Support analytics documentation and data governance practices that align with SEC, FINRA, and internal compliance standards, including audit-ready datasets and access controls.
• Contribute to practical, governed AI-assisted analytics use cases (e.g., knowledge search or summarization) using approved enterprise data sources, under senior team guidance.
Qualifications:
Required:
• Candidates must be authorized to work in the United States without employer sponsorship now or in the future.
• Advanced SQL skills supporting financial or operational reporting use cases.
• Experience defining, governing, and maintaining enterprise KPIs.
• Ability to work directly with senior business stakeholders and translate requirements into actionable analytics.
• Working knowledge of data governance practices, including documentation, access controls, and supporting audit-ready reporting outputs.
• 3+ years of hands-on experience delivering business analytics and reporting in Power BI within a production environment, with a track record of working collaboratively on analytics projects.
Preferred:
• Experience working in or closely with U.S.-regulated financial services, investment, or accounting environments.
• Experience with Microsoft Fabric or a modern BI and analytics platform.
• Experience in dbt for data transformation and modeling.
• Familiarity with investment, asset management, or financial reporting data.
• Exposure to AI-assisted analytics or enterprise knowledge management (business-focused, not research-oriented).
Company:
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. Founded in , the company is headquartered in Denver, Colorado, US, , with a team of 201-500 employees. The company is currently Growth Stage.