top of page
Sean, Analytics Solutions Associate Sr. at Top Financial Service Co.: Advize Career Interview
A career in financial analytics offers exciting opportunities for driven individuals. This professional's journey began with a business administration degree, incorporating coding and data visualization skills.
Early roles in IT support and automation transitioned to data-focused positions within audit departments at major financial institutions.
Current responsibilities involve fulfilling data requests, creating dashboards, and collaborating globally. Success requires problem-solving skills, an analytical mindset, and a commitment to continuous learning.
The interview highlights the importance of soft skills, networking, strong academics, and meticulous documentation.
A first-generation college student, this professional's story underscores the power of self-reliance and determination in achieving career goals and finding fulfillment in meaningful work within the finance industry.
Numerous entry-level positions exist, including data analyst roles and database administration, offering a clear pathway for aspiring professionals.
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Sean Scudellari
Analytics Solutions Associate Sr.
Top Financial Service Co.
San Jose State University
N/A
Business Management & Admin
Finance (Banking, Fintech, Investing)
Data and Analytics
Watch all of this Advizer's videos below
Career path Analytics Solutions Associate Senior in a Top Financial Services Company
Sean's career path began with a business administration degree concentrating in management information systems, involving "coding, like learning python, uh, CL for querying databases, and...data visualization". After an internship and subsequent full-time role in IT help desk support and automation using "robotics process automation," the professional transitioned through roles at First Republic Bank and now J.P. Morgan, progressing from automation to a data-focused role within audit departments, "doing a lot of like, uh, data requests...pulling certain data...creating dashboards and visualizing, uh, certain data."
Main Responsibilities of a Senior Analytics Solutions Associate at a Top Financial Services Company
Sean's primary responsibility as an Analytics Solutions Associate Sr. is fulfilling data requests from the audit team, exemplified by tasks such as "pulling all accounts that were overdrawn" for analysis. Secondary responsibilities include creating dashboards to visualize the audit plan's progress, using "charts and visuals" to track completion and inform resource allocation decisions.
A day in the life of a Senior Analytics Solutions Associate at Top Financial Service Company
A typical day for Sean, an Analytics Solutions Associate Sr., involves routine tasks such as "checking emails" and attending team status meetings to coordinate projects and offer support. The majority of the workday focuses on fulfilling data requests from audit teams, including "polling data," creating visualizations, and maintaining dashboards.
Most Important Skills For A Senior Analytics Solutions Associate In Financial Services
A successful Analytics Solutions Associate Sr. needs "determination" and "patience" to overcome coding challenges, demonstrating the importance of persistence in problem-solving. The ability to "ask the right questions" is also crucial for clarifying ambiguous requests and ensuring meaningful contributions.
Favorite Parts of Being a Senior Analytics Solutions Associate at JP Morgan
Sean enjoys the global collaboration at JP Morgan, stating that "getting to interact with people from all around the country and across the world" is a highlight. The opportunity to create "meaningful work" and improve the lives of colleagues through helpful dashboards and tools is equally rewarding.
Biggest Challenges Faced By An Analytics Solutions Associate Senior At Top Financial Service Company
Sean's biggest challenge as an Analytics Solutions Associate Sr. is bridging the gap between their technology background and the business/audit context of their work; this involves "learning stuff that's outside of your technology space" to understand how their contributions "relate to the business as a whole."
Favorite Parts Of Working In The Banking Industry As An Analytics Solutions Associate Senior
Sean enjoys working in the banking industry because of the opportunity to learn about "financial concepts" and apply "financial literacy skills" to their personal life, citing mortgages and banking accounts as examples. This hands-on learning about finance enhances both their professional analytical work and personal financial well-being.
What type of person thrives in the technology industry, according to an Analytics Solutions Associate Sr. at Top Financial Service Company
Success in the financial analytics industry hinges on a blend of "analytical mindset," a love for "solving problems," even complex ones requiring "multiple days," and a commitment to continuous learning, as the rapid pace of technological advancements demands mastering "new technologies and tools." A willingness to adapt and expand skillsets is key for career progression within this field.
What a Senior Analytics Solutions Associate at Top Financial Service Company Wishes They Had Known Before Entering the Financial Services Industry
Sean, a Senior Analytics Solutions Associate, emphasizes the critical yet often overlooked importance of documentation in the financial services analytics field, wishing he had understood its significance earlier in his career. He notes that inadequate documentation causes significant delays for others taking over roles ("people will be...really lost") and even creates problems for the original creator when revisiting past work ("I'll totally forget...the code").
Entry-Level Positions For Aspiring Data Analysts At Top Financial Service Co.
Sean, a Senior Analytics Solutions Associate, highlights entry-level opportunities in the field including "lower level data analyst roles," database administration, and data visualization, noting the prevalence of such roles and citing JP Morgan's summer internship program as an example of entry-level pathways. This illustrates the numerous avenues available for undergraduates interested in a career in data analytics within financial services.
Significant Career Lesson From a Senior Analytics Solutions Associate at a Financial Company
Sean's significant career lesson emphasizes the importance of interpersonal skills, noting that "how you treat people makes a big impact" on career progression. Success isn't solely dependent on technical skills; being "nice, respectful, and honest" fosters positive relationships and opens future opportunities.
College Experiences That Helped A Senior Analytics Solutions Associate At Top Financial Service Company Succeed
To achieve career success, Sean, a Senior Analytics Solutions Associate, emphasizes the importance of "putting forth a strong effort to get good grades" and truly understanding the application of coursework. Furthermore, building a strong network through connecting with professors and peers in their field is crucial, as "the more people you meet... can help you later on in your career."
How Identity Has Influenced a Senior Analytics Solutions Associate at a Financial Services Company's Career
Sean's first-generation college student status meant navigating "the college application process and things like that" independently, fostering a strong work ethic and determination to succeed where family lacked prior experience. This self-reliance and drive, born from a desire to "be the first person in my family to graduate college," translated into a career focus on maximizing potential and building a meaningful life.
Advizer Personal Links
bottom of page