Customer Segment Consultant I / Data Analyst & Reporting Lead – Financial Center Operations
About The Position
The Customer Segment Consultant I is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications. Drive enterprise‑level reporting and analytics by designing scalable reporting frameworks, delivering high‑quality insights, and supporting strategic initiatives through data‑driven analysis. The role partners across lines of business to translate reporting needs into standardized solutions while ensuring data quality, execution discipline, and operational impact.
Requirements
- 2+ years of experience in business support, analytics, or reporting
- Experience supporting enterprise, national, or multi‑LOB initiatives highly desirable
- Ability to write SQL queries and use Power Query
- Advanced Excel skill set
- HS diploma, GED or equivalent
Nice To Haves
- Knowledge of Alteryx and Tableau desired
- Bachelor’s degree or equivalent experience preferred
- Operates with minimal guidance; high degree of independence
- Balances strategic thinking with hands‑on execution
- Primary contributor to reporting quality, insight generation, and operational decision support
- Working knowledge of SQL for data extraction, validation, and analysis
- Advanced Microsoft Excel skills (analysis, modeling, reporting, automation)
- Proficiency with SharePoint, PowerPoint, Access, and enterprise reporting tools
- Strong problem‑solving and analytical reasoning capabilities
- Ability to prioritize work, manage complexity, and meet tight deadlines
- Exceptional time‑management and organizational skills
- Experience managing multiple projects, deliverables, and timelines independently
- Strong verbal, written, and presentation skills across all organizational levels
- Ability to translate complex data into clear, actionable insights for various levels of leadership
- Proven ability to influence outcomes without formal authority
- Knowledge of data quality, validation, and reporting controls
- Comfortable handling confidential data in compliance with privacy and information security guidelines
Responsibilities
- Drive and implement the enterprise reporting strategy, including the design, execution, and ongoing optimization of reporting processes and standards.
- Assess line‑of‑business reporting needs and develop scalable, reporting solutions within a structured enterprise reporting framework.
- Produce and maintain high‑quality reporting and analytics through strong data management, SQL querying, and advanced Excel analysis.
- Establish and enforce quality assurance practices to ensure accuracy, consistency, and reliability of reporting and analytical outputs.
- Support projects, pilots, and strategic initiatives by sourcing data, developing project plans and timelines, and delivering executive‑level insights.
- Partner with stakeholders across multiple lines of business to analyze performance, implement process updates, and align reporting to operational objectives.
- Launch and support initiatives to the field, including execution tracking, performance reporting, and clear communication of results and expectations.
- Execute ad hoc analyses and manage competing priorities effectively, delivering high‑quality work under tight deadlines with minimal supervision.
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
