About The Position

This role is responsible for delivering data-driven insights to support process design, performance management, and strategic decision-making. The position partners closely with business, operations, technology, and strategy teams to analyze data, design scalable processes, develop forecasting models, and support end-to-end delivery of key initiatives. The role ensures data, customer, and associate perspectives are central to enterprise objectives and execution.

Requirements

  • 5+ years of experience in data analysis, reporting, forecasting, or related analytical roles
  • Proficiency in SQL, Power BI, Excel, and PowerPoint
  • Strong experience analyzing large datasets and translating findings into business insights
  • Knowledge of Financial Center and/or Contact Center operational practices, including leader routines and performance reports
  • Excellent verbal and written communication skills with strong attention to detail
  • Ability to manage multiple priorities, work under tight deadlines, and navigate ambiguity
  • Proven ability to collaborate effectively across teams and mitigate conflict

Nice To Haves

  • Skills: Attention to Detail, Change Management, Oral Communications, Process Management, Risk Management, Collaboration, Customer and Client Focus, Decision Making, Problem Solving, Result Orientation, Business Analytics, Process Design, Process Simplification, Recording/Organizing Information, Written Communications

Responsibilities

  • Data Analysis, Reporting & Insights: Design, develop, and sustain reporting tools, dashboards, and performance metrics to support business and operational outcomes. Pull, analyze, and interpret data from multiple sources to deliver clear, actionable insights for leaders. Establish and maintain KPIs and leading indicators to monitor performance, productivity, and process health. Ensure data accuracy, integrity, and consistency across analyses and reporting. Create executive-ready summaries, presentations, and documentation that clearly link data to business decisions.
  • Forecasting & Modeling: Build and maintain forecasting and scenario models to inform planning, process design, and performance improvement. Conduct scenario, sensitivity, and trend analysis to support strategic and operational decision-making. Continuously refine models based on new data, assumptions, and evolving business needs.
  • Process Design & Optimization: Analyze end-to-end business processes to identify inefficiencies, risks, and improvement opportunities. Design current-state and future-state processes that are scalable, repeatable, and aligned with strategy. Translate business needs into documented process flows, analytical frameworks, requirements, and success metrics. Define and track post-implementation performance to support continuous improvement.
  • Initiative & Project Delivery: Own end-to-end delivery for assigned initiatives, including planning, execution, dependencies, risks, and status reporting. Coordinate cross-functional partners across Technology, UX, Data, Operations, Risk, and Lines of Business. Support change readiness activities including communications, training coordination, rollout planning, and post-launch support. Contribute to governance routines, leadership forums, and executive updates.
  • Stakeholder Partnership: Serve as a thought partner to senior leaders, strategy teams, and operations. Clearly communicate insights, recommendations, risks, and trade-offs to technical and non-technical audiences. Influence decisions by connecting analytics to operational, customer, and financial impacts. Applies strong B2B product knowledge and relationship‑building skills to collaborate effectively with internal stakeholders.

Benefits

  • Access to paid time off
  • Resources and support to our employees
  • Discretionary incentive eligible
  • Annual discretionary award based on individual performance, line of business performance, and company success.
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