Insights & Reporting Analyst

Truist•Raleigh, NC

2d•Onsite

About The Position

The Insights & Reporting Analyst engages with internal CSBB partners to define reporting and data insight requirements that enable business capabilities. The primary reporting focuses on data utilized for strategic planning, tactical execution, and issues resolution. This role leverages technical skills to improve business capabilities while translating data into clear, actionable insights that inform decision-making. The analyst applies strong analytical thinking to identify patterns, connect insights to business strategy, and drive meaningful outcomes. Findings are communicated through clear, concise narratives and presentations tailored for senior leadership. In alignment with Truist's in-office expectations, this position will be in office 5 days/week.

Requirements

Bachelor’s degree, or equivalent education or related training
2-5 years of reporting and analytics experience
Strong analytical and critical thinking skills
Advanced proficiency in Microsoft Excel (e.g. formulas, modelling)
Experience creating PowerPoint presentations to tell a compelling story using data and analytics

Nice To Haves

Advanced degree
Background in Branch Banking
Experience with business intelligence visualization tools (e.g. Tableau, Visier)
Project management and process improvement skills
Previous experience working in digital banking with Agile teams
Experience translating complex data into clear, concise insights and recommendations for senior leadership
Strong presentation and storytelling skills, with the ability to simplify complex concepts for non-technical audiences
Demonstrated ability to identify trends, patterns, and opportunities within large datasets and connect them to business outcomes
Experience working in cross-functional or product-focused environments (e.g., Agile teams), influencing roadmap or strategy decisions
Proficiency with business intelligence tools (e.g., Tableau, Visier), with a focus on insight generation—not just report development

Responsibilities

Consult with internal clients, up-to, and including senior leaders, to understand data/reporting requirements, then design, develop and delivery reports and insights to satisfy the need. Consultations may be for one-off, recurring, or for project-related needs.
Develop and maintain reports, dashboards, and tools. Maintain knowledge of data and database structure to deliver meaningful reports and analysis.
Generate actionable insights and recommendations from large and complex datasets.
Execute data and report validation to support ongoing quality assurance processes; As needed, identify data integrity issues, and provide feedback to ensure any issues are remediated.
Identify process improvements using tools and technical skills, while ensuring adherence to all internal and external policies and procedures for data governance.
Represent team on cross-functional workforce management and/or operations management projects.