Business Analyst, Card Portfolio Analytics

Blend360•San Francisco, CA
•$60 - $65•Remote

About The Position

Our Fortune 100 financial services client is seeking a Business Analyst, Card Portfolio Analytics, to provide dedicated analytics and reporting support for a community financial institution's card portfolio, with a particular focus on a new card program. This role will develop a deep understanding of the portfolio and serve as a trusted business partner for reporting, analytics, and ongoing business questions related to the card program. The ideal candidate brings a combination of strong business analysis and reporting capabilities, card-service knowledge, sound business judgment, and the ability to translate data into practical recommendations. This is a highly collaborative, business-facing role that requires someone who can work independently while partnering closely with stakeholders to understand needs, identify trends, and improve how portfolio information is reported and used.

Requirements

  • 5+ years of experience in business analysis, data analysis, reporting, card services, card operations, or a related field.
  • Experience working with business reporting and analyzing quantitative information to identify trends, performance drivers, and meaningful business implications.
  • Strong knowledge of payments, card services, card operations, or card portfolio management.
  • Experience developing, refining, and maintaining business reports.
  • Advanced Microsoft Excel skills.
  • Strong data analysis capabilities, including the ability to interpret results, identify trends, and determine practical business implications.
  • Ability to translate data into clear, actionable business recommendations.
  • Strong attention to detail and accuracy when working with reports and quantitative information.
  • Strong business judgment and the ability to connect analytical findings to broader business objectives.
  • Excellent written and verbal communication skills, including the ability to explain analytical findings to non-technical stakeholders.
  • Strong organizational and time-management skills with the ability to manage competing priorities and ongoing business requests.
  • Ability to work independently while collaborating effectively with business stakeholders and cross-functional teams.
  • Highly detail-oriented, proactive, dependable, and comfortable taking ownership of deliverables.
  • Strong problem-solving skills and a practical, business-focused approach to analysis.

Nice To Haves

  • Experience supporting a card-product launch, portfolio optimization initiative, or similar business initiative is a plus.
  • Experience working with DataChoice, First Data, or Symitar is strongly preferred.
  • Experience simplifying or automating recurring reporting processes is a plus.
  • Experience with Microsoft Copilot or similar AI-enabled productivity tools is strongly preferred.
  • Exposure to AI coding or development-assistance tools is a plus, but hands-on software development experience is not required.

Responsibilities

  • Provide ongoing analytics and reporting support for a card portfolio, with a particular focus on a new card program.
  • Develop a strong understanding of portfolio performance, business objectives, and stakeholder needs to provide meaningful analytical support.
  • Develop, refine, and maintain recurring business reports and dashboards.
  • Respond to ongoing business questions by researching data, analyzing results, and translating findings into clear business insights.
  • Analyze portfolio performance, trends, and key drivers to identify opportunities, challenges, and areas requiring additional attention.
  • Present findings through clear reports, presentations, and business recommendations tailored to the needs of business stakeholders.
  • Partner with business stakeholders to understand questions, objectives, and reporting needs and translate them into actionable analysis.
  • Apply sound business judgment when interpreting data and determining the practical implications of findings.
  • Translate quantitative information into clear, data-informed recommendations that can support business decision-making.
  • Serve as a trusted thought partner to stakeholders by proactively identifying trends, opportunities, and potential areas for improvement.
  • Develop a deep understanding of the card portfolio and use that knowledge to provide context beyond simply reporting the numbers.
  • Evaluate existing reports and reporting processes to identify opportunities to simplify, streamline, and improve recurring deliverables.
  • Help transform lengthy or complex reporting into more efficient, user-friendly, and actionable formats.
  • Identify opportunities to reduce manual effort and improve consistency across recurring reporting processes.
  • Where appropriate, collaborate with stakeholders and technical partners to explore opportunities for reporting automation or process improvements.
  • Work closely with business stakeholders and cross-functional partners to understand priorities and deliver timely analytical support.
  • Manage multiple requests and priorities while maintaining accuracy, quality, and responsiveness.
  • Communicate analytical findings clearly to both analytical and non-technical audiences.
  • Build strong working relationships and establish credibility through reliable follow-through, attention to detail, and practical business insight.
  • Work independently while knowing when to ask questions, seek additional context, or escalate an issue.

Benefits

  • Health
  • Vision
  • Dental
  • 401K plan
  • Life Insurance
  • Pretax Commuter Benefits
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service