Business Information Analyst providing actionable insights on customer trends and competitive assessment in a financial services firm. Collaborating with teams to create business intelligence reporting and strategic recommendations.
Responsibilities
Partners with assigned business segment to provide actionable and decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends
Provides analytical support and business level guidance in creation and distribution of enterprise business intelligence reporting
Provides expert knowledge of current Informational Delivery Platform tools, methods, and best practices, and recommends and implements process improvements
Supports detailed informational analytics support for current and future information reporting needs, distributed via electronically or paper-based, at various levels of the organization
Develops deployment strategies utilizing efficient reporting processes and information retrieval/distribution
Actively participates and provides subject matter expertise in the Informational Projects focusing on solving issues from the business point of view
Consults regularly with assigned line of businesses to understand their strategic plan, goals, and business issues
Consults with management team to identify and define strategic business issues/requirements for analysis
Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address the business issues
Writes and presents recommendations based on analysis, providing insight, knowledge, and understanding of business, products, markets, and industry
Acts as subject matter expert on customer data & integrations
Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness
Works with various information sources to develop appropriate strategic recommendations to leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports
Continuously works towards improving the quality and relevance of information resources
Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business
Presents recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concerts into easy to comprehend, comprehensive, and cohesive presentations
Researches any trends, either positive or negative, in the loan and deposit portfolios, and researches the reason and implications of such changes(s)
Assists in design of the business rules and strategy for Client and Relationship Management hub under the Informational approach
Provides information and analysis that guides strategic thinking and supports decision making
Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community
Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.
Requirements
Requires a bachelor’s degree in Business, Finance, Mathematics, Statistics, Marketing or related field, with a master’s degree preferred
Experience in bank reporting and profitability systems
An equivalent combination of education, training, and experience may be considered
At least 4 years of experience with detailed knowledge of the banking / financial services industry
Understanding of banking, financial services, and/or investment industry
Advanced understanding of financial reporting and analytics
Understanding of reporting tools and platforms
Strong analytical and database skills
Must be able to work independently, problem solve, and meet deadlines
Ability to work with mathematical concepts such as probability and statistical inference
Ability to understand complex financial statistics and reports
Advanced proficiency in Microsoft Office products including, Word, Excel, Access, PowerPoint, and SharePoint.
Benefits
Equal Opportunity/Affirmative Action Employers • All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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