Manager overseeing performance reporting for Small Business at Truist. Collaborating with leadership to drive insights and improve financial and sales performance.
Responsibilities
Support the development of Small Business client segment, product, and channel performance reporting.
Oversee the preparation of recurring reporting analyses and performance packages (e.g., weekly, monthly, quarterly) that enable understanding of portfolio performance, leading to actionable recommendations for Small Business leadership and strengthening business management and sales routines.
Recommend business actions to Small Business Execution based on interpreted findings of analyzed business reports, ensuring insights are delivered in a concise, decision‑ready format that supports a consistent performance narrative.
Collaborate on the design, communication, and implementation of KPIs, data dashboards, and reporting outlining the overall health of the business across solutions, channels, and segments, with a focus on supporting effective operating rhythms and a unified source of truth for leadership and top‑of‑house reporting.
Partner closely with internal stakeholders to design, develop, and deliver high‑quality recurring reporting and insights—ensuring alignment, consistency, and applicability to Small Business performance management and business management routines.
Support the analysis of the banking landscape, emerging trends, and competitive threats emerging from banking and adjacent sectors.
Contribute to the development and enhancement of business intelligence platforms used by the business, ensuring outputs reinforce consistent performance management routines and support leadership decision‑making.
On an ongoing basis, support new strategic initiatives by drawing on analytics and insights
Requirements
Bachelor’s degree in a relevant field or an equivalent combination of education and related work experience.
6-10 years of experience, or equivalent experience and related training
Background in consumer financial services / banking or management / strategy consulting
Problem-solving skills, ability to distil insights from large data-sets, strong analytical, communication skills
5+ years of experience in management / strategy consulting
Deep knowledge and/or experience in consumer / small business / direct banking
Proven ability to collaborate influence across organizational siloes and lead in a matrixed structure
Experience with BI tools (Tableau, PowerBI)
Experience analyzing product, channel, and/or client segments data sets and reporting
Advanced BI and analytics capability, including Power BI (data modeling, dashboard design) and strong SQL skills to extract, join, and manipulate data across multiple sources.
Expert-level Excel proficiency, including pivot tables, advanced functions (XLOOKUP, INDEX/MATCH), Power Query, and the ability to build performance scorecards and recurring reporting packages.
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