About the position
The position partners with assigned business segments to provide actionable and decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends. The role involves providing analytical support and business-level guidance in the creation and distribution of enterprise business intelligence reporting. The candidate will have expert knowledge of current Informational Delivery Platform tools, methods, and best practices, and will recommend and implement process improvements. The position supports detailed informational analytics for current and future reporting needs, distributed electronically or on paper, at various organizational levels. The candidate will develop deployment strategies utilizing efficient reporting processes and information retrieval/distribution, and actively participate in Informational Projects focusing on solving issues from a business perspective.
Responsibilities
- Consults regularly with assigned line of businesses to understand their strategic plan, goals, and business issues.
- Consults with management team to identify and define strategic business issues/requirements for analysis.
- Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address the business issues.
- Writes and presents recommendations based on analysis, providing insight, knowledge, and understanding of business, products, markets, and industry.
- Acts as subject matter expert on customer data & integrations.
- Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness.
- Works with various information sources to develop appropriate strategic recommendations to leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports.
- Continuously works towards improving the quality and relevance of information resources.
- Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business.
- Presents recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concepts into easy to comprehend, comprehensive, and cohesive presentations.
- Researches any trends, either positive or negative, in the loan and deposit portfolios, and researches the reason and implications of such changes.
- Assists in design of the business rules and strategy for Client and Relationship Management hub under the Informational approach.
- Provides information and analysis that guides strategic thinking and supports decision making.
- Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
- Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.
Requirements
- Requires a bachelor's degree in Business, Finance, Mathematics, Statistics, Marketing or related field, with a master's degree preferred.
- Experience in bank reporting and profitability systems.
- An equivalent combination of education, training, and experience may be considered.
- At least 4 years of experience with detailed knowledge of the banking / financial services industry.
- Understanding of banking, financial services, and/or investment industry.
- Advanced understanding of financial reporting and analytics.
- Understanding of reporting tools and platforms.
- Strong analytical and database skills.
- Must be able to work independently, problem solve, and meet deadlines.
- Ability to work with mathematical concepts such as probability and statistical inference.
- Ability to understand complex financial statistics and reports.
- Advanced proficiency in Microsoft Office products including, Word, Excel, Access, PowerPoint, and SharePoint.
