Customer Segment Consultant II

Bank of America•Fort Worth, TX

3d•Onsite

About The Position

This role supports report process and design initiatives by delivering data-driven insights and developing key reporting tools to inform strategic and operational decisions. The position partners with key stakeholders and senior leaders to analyze data and processes, identify optimization opportunities, and design scalable, future-state solutions.

Requirements

5+ years in role accountable for data analysis, data management, data querying, report process and design
Proficiency in MS PowerPoint & Excel
Proficiency in analyzing large data sets, SQL, Power BI tools
Experience in Financial Center/Contact Center and operational practices including field leader activities, routines, business reports and underlying information/drivers
Excellent verbal and written communications, high attention to detail
Must be able to effectively mitigate conflict and work effectively under aggressive deadlines
Understanding of One Team partner practices

Nice To Haves

Master’s degree (MBA, MS Analytics, MS Operations, or similar)
Experience supporting large-scale transformation or process redesign initiatives
Familiarity with Lean, Six Sigma, or other process improvement methodologies
Experience in enterprise reporting environments

Responsibilities

Analyze end-to-end business reporting processes to identify inefficiencies, risks, and improvement opportunities
Partner with stakeholders to design future-state processes and reporting tools that are scalable, repeatable, and aligned to business strategy
Translate business requirements into analytical frameworks, process flows, and measurable success criteria
Support change initiatives by defining performance metrics and tracking post-implementation outcomes
Synthesize complex data from multiple sources to deliver actionable insights for leadership
Develop dashboards, reports, and executive-ready summaries that clearly link data to decisions
Establish KPIs and leading indicators to monitor process health and performance over time
Ensure data integrity and consistency across analyses
Build and maintain forecasting models to support process design and/or performance improvement
Perform scenario modeling and sensitivity analysis to support strategic choices
Continuously refine models based on new data, changing assumptions, and business needs
Serve as a thought partner to business leaders, strategy teams, and operations
Clearly communicate findings, recommendations, and trade-offs to both technical and non-technical audiences
Influence decisions by connecting analytics to operational and financial impacts