About the role

Own the development and evolution of executive-level dashboards and reporting tools that provide visibility into sales performance, product accuracy, and customer outcomes.
Analyze large datasets to uncover customer and business insights, identify trends, and support strategic initiatives across pricing, forecasting, and competitive positioning.
Streamline existing reporting processes, implement automation solutions, and continuously improve operational workflows to increase efficiency and reduce error rates.
Partner with regional and market managers to deliver insights that help bankers understand their goals, performance, and coaching opportunities – ensuring alignment with regulatory standards and customer service excellence.
Collaborate with business partners, technology teams, and vendors to implement new systems, resolve issues, and support audits and compliance testing.
Engage stakeholders to understand the “why” behind requests, challenge assumptions, and deliver solutions that drive real business value.
Serves as a mentor and trusted advisor to junior team members.

Requirements

Bachelor’s degree or equivalent work experience
4+ years of experience in business analytics, reporting, or strategic operations
Proficiency in SQL and understanding of relational databases
Strong business acumen and ability to translate data into actionable insights
Experience with Tableau or Power BI
Experience with Alteryx
Proven ability to create executive-level dashboards and tell compelling stories with data
Background in customer insights, product performance, and process improvement
Experience working with stakeholders across departments and resolving conflicting viewpoints
Relationship-building and stakeholder management
Strategic problem-solving and curiosity-driven mindset
Strong communication and collaboration skills
Ability to navigate ambiguity and drive clarity