USA CIB Senior Data Analyst - Financial Planning & Analysis, Associate

Santander•Hanson, MA

11d•Onsite

About The Position

The USA CIB Senior Data Analyst - Financial Planning & Analysis, Associate manages one or more processes, projects, or procedures within the FP&A functionality, with a strong focus on data, automation, and analytics enablement. The incumbent will provide well-analyzed and clearly defined recommendations on process improvements, leveraging modern BI and data tools while influencing others regarding FP&A policies, practices, and procedures. Develops, improves, and independently manages several processes (reporting, projects, systems, procedures, or products) within the FP&A structure, with an emphasis on data models, dashboards, and automated reporting pipelines. Enhances the financial understanding of business lines, products, and segments by building Power BI dashboards, analytical models, and data transformations using Power Query and SQL to support reporting, forecasting, and decision making. Designs and maintains end-to-end reporting solutions, from raw data ingestion (SQL / servers) to semantic models and executive-level dashboards. Influences others regarding FP&A process policies, procedures, and practices, promoting data governance, standardization, and automation best practices. Recommends industry and peer data sources to enhance reporting with benchmarks, supporting business cases through structured datasets and reusable models. Coaches and reviews the work of lower-level professionals, helping them adopt Power BI, Power Query, SQL and automation best practices to execute the financial management function more efficiently. Implements scalable solutions to existing problems using Python, SQL, Power BI, dbt models, and automated data workflows. Delivers well-analyzed financial forecasts supported by robust data models and version-controlled transformations, aligned with the business strategic direction and budget. Exchanges facts, statuses, ideas, and issues using data-driven storytelling and visualization, enabling faster and better executive decision-making. Acts as a subject matter expert providing functional and technical guidance on data modeling, BI architecture, and analytics platforms. Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers and analysts on advanced analytics and reporting solutions.

Requirements

Bachelor's Degree or equivalent work experience: Computer Science, Data Analytics/Data Science, Business Analytics/Information Systems - Required.
Excellent verbal and written communication skills.
Ability to convey a sense of urgency and drive issues/projects to closure.
Ability to prioritize and manage multiple projects simultaneously.
Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
Strong financial analysis, modeling, and problem-solving.
Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
Excellent interpersonal skills with ability to build relationships at all levels of management.
Excellent leadership skills.
Strong Proficiency in SQL, DAX, Python, PowerPoint, Excel, Power BI
Strong experience in and knowledge of financial planning and analysis.
Ability to multi-task and meet strict deadlines.
Ability to effectively communicate complex financial transactions and strategies.
Ability to effectively interact with the market, executive management and vendors.
Detail oriented with the ability to research, organize and analyze financial data.

Nice To Haves

Master's Degree: Business Administration, Accounting and/or Economics - Preferred.
3+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Preferred.
Spanish language proficiency preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Power BI and database administration (Azure, Snowflake, DB Admin).

Responsibilities

Manages one or more processes, projects, or procedures within the FP&A functionality, with a strong focus on data, automation, and analytics enablement.
Provides well-analyzed and clearly defined recommendations on process improvements, leveraging modern BI and data tools while influencing others regarding FP&A policies, practices, and procedures.
Develops, improves, and independently manages several processes (reporting, projects, systems, procedures, or products) within the FP&A structure, with an emphasis on data models, dashboards, and automated reporting pipelines.
Enhances the financial understanding of business lines, products, and segments by building Power BI dashboards, analytical models, and data transformations using Power Query and SQL to support reporting, forecasting, and decision making.
Designs and maintains end-to-end reporting solutions, from raw data ingestion (SQL / servers) to semantic models and executive-level dashboards.
Influences others regarding FP&A process policies, procedures, and practices, promoting data governance, standardization, and automation best practices.
Recommends industry and peer data sources to enhance reporting with benchmarks, supporting business cases through structured datasets and reusable models.
Coaches and reviews the work of lower-level professionals, helping them adopt Power BI, Power Query, SQL and automation best practices to execute the financial management function more efficiently.
Implements scalable solutions to existing problems using Python, SQL, Power BI, dbt models, and automated data workflows.
Delivers well-analyzed financial forecasts supported by robust data models and version-controlled transformations, aligned with the business strategic direction and budget.
Exchanges facts, statuses, ideas, and issues using data-driven storytelling and visualization, enabling faster and better executive decision-making.
Acts as a subject matter expert providing functional and technical guidance on data modeling, BI architecture, and analytics platforms.
Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers and analysts on advanced analytics and reporting solutions.