Analyst, Sales Data and Reporting
About The Position
Entry‑level analyst to support National Sales through hands‑on data work, reporting, and technical data preparation. This role reports directly to a senior business leader and is designed for someone early in their career who is interested in analytics and banking, and who understands that high‑quality analysis starts with accurate, well‑structured data. The role is execution‑heavy by design. The analyst will spend most of their time working directly in the data: reconciling numbers, validating system outputs, building extracts and workflows, and following up on discrepancies across teams. Over time, and with guidance, the role will grow into more analytical and interpretive work.
Requirements
- A minimum of 2-5 years operations management, finance and/or accounting experience with a bank or commercial finance company
- Bachelor’s degree or equivalent experience in an analytical, technical, or business‑related field
- Strong Excel skills and comfort working with large datasets
- Working knowledge of SQL and/or Python, academic or professional
- Strong attention to detail and a mindset oriented toward data accuracy
- Willingness to learn new tools, systems, and concepts quickly
- Clear interest in analytics and how data supports business decisions
Nice To Haves
- Exposure to workflow automation or ETL‑style work
- Familiarity with Tableau or other BI tools
- Experience with Alteryx or similar tools (nice to have, not required)
- Interest in financial services or commercial banking
Responsibilities
- Data integrity and reconciliation Reconcile sales, revenue, and fee data across internal systems Investigate discrepancies and exceptions rather than passing them through Follow up with partners in Finance, Product, Relationship Management, and Project Management to resolve data issues Ensure clients, entities, and relationships are represented consistently and accurately across datasets
- Data preparation and technical execution Build and maintain data extracts for reporting and analysis Develop and maintain data workflows and automation, including Alteryx where applicable Structure raw data so it can be reliably used for downstream reporting and analysis Document logic, assumptions, and transformations clearly
- Reporting and support Produce recurring and ad hoc reports for National Sales leadership Support preparation of management materials using Excel and PowerPoint Respond to data questions by tracing numbers back to source, not just re‑running reports
- Learning and progression Develop familiarity with banking data, sales structures, and performance metrics Learn internal systems and data sources with support and coaching Gradually take on more analytical responsibility, including identifying patterns, anomalies, and trends Build judgment around when results “look wrong” and raise questions
Benefits
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
- Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.
- For an overview of our benefits, visit https://jobs.citizensbank.com/benefits [https://jobs.citizensbank.com/benefits] .
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
