Senior Data Analyst - Canton, MA
About the role
: include the introductory paragraphs (About The Role and Overview). Possibly combine. -Responsibilities
: list the responsibilities from Key Responsibilities and Projects & System Enhancements? Actually those are responsibilities. We'll list all bullet points under Responsibilities. -Requirements
: include Required Experience & Skills (experience, skills). Possibly also include the location (Canton, MA) and hybrid? But schedule separate. -Skills
: maybe we could separate technical skills from experience? But we might not have enough distinct content to justify separate Skills section; better to omit if thin. However we have list of skills: strong analytical, problem-solving, ability to define issues, gather requirements, analyze data, recommend solutions, interpreting documentation, advanced proficiency with spreadsheets, working knowledge of Linux/Unix, experience with data migration projects, system testing, exposure to scripting, macros, automation tools desirable. That's substantive. Could be Skills section. But we also have experience requirements. Could split: Requirements (experience) and Skills (skillset). That seems reasonable. Thus: - About the role: intro. - Responsibilities: list of duties. - Requirements: experience (minimum 5 years in industries, business support etc.) - Skills: analytical, problem-solving, spreadsheets, Linux/Unix, data migration, scripting etc. - Schedule: hybrid 3 days per week. We must not include Benefits, Pay if not present. We must not include filler like "commensurate with experience". Not present. Now we need to output HTML fragment only, no markdown. We'll produce:About the role
...
ThenResponsibilities
- ... ...
Requirements
- ... ...
Skills
- ... ...
Schedule
...
Make sure to preserve all substantive information. Let's extract details. About the role paragraph: "This position requires the successful candidate to work on a W2 directly with FDM. We cannot accept C2C, 1099 or employment sponsorship (e.g. H1-B) for this position. FDM is a global business and technology consultancy delivering client and industry driven solutions through our 5 core specialist Practices; Software Engineering, Data & Analytics, IT Operations, Change & Transformation, and Risk, Regulationen & Compliance. FDM is seeking a Senior Data Analyst located in Canton, MA to support a project in the Financial Services sector. Involvement in this project is anticipated to last initially 12 months but may be extended. This role will be hybrid with requirements to be in office 3 days per week." Overview paragraph: "This role supports the migration of shareholder and employee equity plan data from third-party transfer agent platforms into internal recordkeeping systems. Responsibilities include supporting North American operational teams, documenting procedures, training staff, and ensuring the successful execution of complex corporate actions and client onboarding activities. The successful candidate will help define business requirements, establish operational processes, support system enhancements, and ensure the accurate implementation of events such as stock splits, reverse stock splits, capital reorganizations, and other non-mandatory corporate actions." Combine these into About the role section. Now Responsibilities: list from Key Responsibilities and Projects & System Enhancements. Key Responsibilities bullet points: - Data Migration & Client Conversions - Coordinate business requirements for onboarding new clients onto proprietary recordkeeping platforms. - Review and validate data received from external providers to ensure completeness, accuracy, and format consistency. - Map source data to target system structures and business processes. - Work with external stakeholders to understand file layouts, business rules, and conversion requirements. - Partner with technology teams to ensure accurate data mapping and system functionality. - Validate migrated data, including: - Share position balances - Account information - Transaction histories - Dividend reinvestment records - Historical payment and reconciliation data - Investigate and resolve data discrepancies with technical teams. - Support user validation, testing, and business sign-off activities. - Execute production migrations and conduct post-migration quality assurance reviews. - Corporate Actions - Plan and coordinate large-scale or complex corporate action events. - Configure system parameters required to process corporate actions. - Execute required pre-processing and operational procedures. - Perform testing and validation prior to live event execution. - Obtain business approval and sign-off before production implementation. - Support live event execution and post-event verification. - Projects & System Enhancements - Act as a subject matter expert for migrations, corporate actions, and other exceptional operational events. - Assess whether requirements can be supported using existing platform capabilities or require system enhancements. - Collaborate with development teams to design and implement new solutions. - Conduct system testing and quality assurance for new functionality. - Facilitate User Acceptance Testing (UAT) with business stakeholders. - Maintain documentation, procedures, and operational standards. - Provide guidance and training to business users and support teams. We need to flatten into- :
- Minimum 5 years' experience as a Data Analyst within one or more of the following industries: Transfer Agency, Employee Share Plans / Equity Compensation, Securities Services, Brokerage Operations, Banking and Financial Services.
- Experience working in business support, application support, operations, or technology-related roles.
Maybe also include "Experience with data migration projects and system testing activities." That's skill/experience; could go either. We'll put under Skills.
Now Skills
- :
- Strong analytical and problem-solving skills.
- Ability to define issues, gather requirements, analyze data, and recommend solutions.
- Experience interpreting technical, operational, and procedural documentation.
- Advanced proficiency with spreadsheets and standard business applications.
- Working knowledge of Linux or Unix-based environments.
- Experience with data migration projects and system testing activities.
- Exposure to scripting, macros, or automation tools is desirable.
Now Schedule: hybrid with requirements to be in office 3 days per week.
Now ensure we didn't miss any substantive info: location Canton, MA, project duration 12 months possibly extended, W2 only, no C2C/1099/H1B, hybrid 3 days/week. Those are in About the role section.
We also have About Us and Additional Considerations (states list) but those are not in allowed headings; we must drop them per instruction: remove boilerplate, navigation, legal, EEO, etc. Additional Considerations about states is likely considered metadata; we should drop it. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." The states list could be considered minor metadata; we can drop it. Also About Us is company description; could be considered boilerplate? It's not explicitly listed as boilerplate but it's not required to keep. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Is About Us substantive? It's about the company, not the role. Might be considered not essential to the job posting; but it's still info about the employer. However the allowed headings do not include a section for About Us; we could fold it into About the role as a short paragraph? The instruction: "fold minor metadata into a short
or drop it." About Us might be considered minor metadata. Safer to drop it. Thus final HTML includes only sections we have. Now produce HTML. Make sure to use proper escaping for am