Business Analyst II (Commercial & Consumer Lending – Revenue Operations)

Pathward, N.A.

8h•Remote

About The Position

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our HUMBLEHUNGRYSMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. This role aligns data, reporting, and technology solutions with Commercial & Consumer Lending business strategy to enhance forecasting accuracy, improve reporting capabilities, drive operational efficiency, and support revenue performance management. It partners closely with Revenue Operations and business leaders to translate complex data into actionable insights across Salesforce, Power BI, and Power Platform environments.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field, or equivalent work experience.
Typically 3+ years of experience in business analytics, revenue operations, financial reporting, or related analytical role.
Strong analytical mindset with ability to translate data into business insight
High attention to detail and data integrity
Ability to manage multiple priorities and shifting deadlines
Strong organizational and multitasking skills
Comfort working in fast-paced, cross-functional environments
Ability to communicate technical findings to non-technical stakeholders
Communicates Effectively
Interpersonal Savvy
Collaborates
Business Acumen
Functional/ Technical Skills
Analytical Thinking
Process Improvement Orientation

Nice To Haves

Salesforce reporting and data structure
Power BI dashboard development and DAX
Microsoft Power Platform, especially Power Apps
Financial services, lending, or revenue performance environments

Responsibilities

Uses knowledge of business processes, data structure, and reporting systems to identify and solve data-driven problems across Commercial & Consumer Lending.
Actively participates in the development, enhancement, and maintenance of dashboards, models, and reporting solutions supporting revenue, pipeline, funding, and performance management.
Develops and maintains Power BI dashboards, including data modeling, DAX calculations, and visualization design to support forecasting, funding calendars, conversion ratios, and KPI tracking.
Designs and enhances Power Apps solutions to support business workflows, tracking tools, and data collection initiatives.
Develops Salesforce reports and dashboards, supports stage logic analysis, and partners with stakeholders to ensure data accuracy and usability.
Assists in daily, weekly, monthly, and quarterly reporting packages, highlighting results, trends, and variance analysis for senior leadership.
Supports data governance efforts by reinforcing standard definitions, improving data quality, and identifying gaps across systems.
Generates ad hoc reports and performs advanced data analysis to support executive requests, GTM business cases, and strategic initiatives.
Identifies opportunities to automate manual reporting processes and improve operational efficiency using technology solutions.
Works closely with internal stakeholders including Sales, Product, FP&A, Credit, and Operations to gather requirements and deliver scalable reporting solutions.
Manages multiple reporting and analytics workstreams simultaneously while maintaining accuracy and timeliness.
Develops a consistent view of product performance and operational support metrics.
Other duties as assigned.