Principal Business Insights Analyst

Citizens Financial Group•Westwood, MA

About The Position

The Principal Business Insights Analyst is an analytical business partner who turns complex performance data into clear insights and actionable recommendations to improve sales performance, productivity, and execution across the retail branch network. Reporting to the Principal Business Insights Director, the analyst partners with Sales Leadership, Product teams, Field Execution leaders, and enterprise data and analytics partners to identify opportunities, diagnose performance gaps, and support informed business decisions. The role analyzes branch, regional, and national performance to strengthen sales effectiveness, lead conversion, product penetration, and colleague productivity. It connects results to underlying drivers and business activities, establishes meaningful performance measures, evaluates initiatives, and helps continuously improve how insights support decisions and execution. The analyst communicates findings to senior leaders and frontline partners, develops executive reporting and data stories, and builds and maintains reporting tools and dashboards while supporting data accuracy and integrity.

Requirements

Demonstrated experience analyzing complex business and performance data and translating findings into actionable recommendations.
Strong business acumen and ability to connect data, performance trends, and business activity to measurable outcomes.
Experience analyzing sales, conversion, productivity, customer, or related performance metrics in a business environment.
Ability to identify trends, performance gaps, and root causes and communicate their business implications.
Experience developing dashboards, reporting, executive presentations, or other analytical tools that support business decision-making.
Strong communication and data-storytelling skills, including the ability to explain complex analysis to non-technical and senior audiences.
Ability to partner effectively across business, sales, product, field, and data or analytics teams.
Strong attention to data quality, accuracy, and consistency.
Ability to work independently, manage multiple priorities, and proactively identify opportunities for analytics to improve business performance.

Nice To Haves

Experience supporting Retail Banking, Consumer Financial Services, branch distribution, sales performance, or another large-scale customer-facing business.
Experience evaluating sales initiatives, campaigns, lead-management strategies, or other programs tied to measurable business outcomes.
Experience establishing KPIs and measuring the effectiveness of strategic or operational initiatives.
Experience developing insights for a geographically distributed frontline organization.
Advanced experience with business intelligence, visualization, reporting, or analytical tools.

Responsibilities

Analyze branch, regional, and national sales, conversion, productivity, and related performance metrics to identify trends, opportunities, and performance gaps.
Diagnose underlying drivers and root causes of performance results and translate findings into actionable recommendations.
Identify opportunities to improve sales effectiveness, including sales per lead, conversion rates, product penetration, and colleague productivity.
Surface emerging trends and performance opportunities to help leaders focus resources and actions where they may have the greatest business impact.
Evaluate sales initiatives, campaigns, and lead-management strategies, and recommend ways to strengthen their performance.
Establish and monitor key performance indicators for priority initiatives; assess results and recommend adjustments or optimizations.
Connect business results with underlying activities and execution to help leaders understand performance drivers and needed changes.
Develop executive-level reporting, presentations, and data stories that explain business implications and recommended actions.
Communicate insights clearly and compellingly to technical and non-technical audiences.
Serve as an analytical partner to business leaders, providing data-driven perspectives for strategic and frontline decisions.
Build, maintain, and enhance dashboards and reporting tools for field and senior leadership.
Ensure the accuracy, consistency, and integrity of data used in reporting, analysis, and performance measurement.
Partner with enterprise data and analytics teams to strengthen reporting capabilities, improve data quality, and evolve tools and insights.
Partner with Sales Leadership, Product teams, Field Execution leaders, and enterprise data and analytics partners to align analysis with business priorities.
Translate business questions and emerging performance challenges into analysis that supports decision-making and execution.
Influence decisions through fact-based recommendations and build strong cross-functional relationships.

Benefits

Competitive pay
Comprehensive medical coverage
Dental coverage
Vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
Opportunity to earn an annual discretionary bonus