Sr. Analyst, Systems Support

First National Bank•Kansas City, MO

1d•Hybrid

About The Position

The Data, Reporting & Operations Analyst is responsible for overseeing data infrastructure, reporting functions, and operational processes supporting Wealth Management. This role ensures the accuracy, integrity, and efficiency of financial and client data, while driving automation, system optimization, and process improvements. The position serves as a key liaison across Operations, Finance, and Wealth Management teams to support business performance, regulatory compliance, and strategic initiatives.

Requirements

Advanced proficiency in SQL, database management, and data analysis
Advanced Microsoft Access database management skills
Advanced Excel skills, including macros, automation, and pivot tables
Strong understanding of wealth management, trust, and financial operations
Experience with reporting platforms and workflow automation tools (e.g., VisualCron or similar)
Strong analytical, problem-solving, and organizational skills
Familiarity with Microsoft Visual Basic and Python coding environment
Familiarity with Snowflake and Salesforce
High attention to detail and commitment to data accuracy
Ability to manage multiple priorities and meet deadlines
Candidates must possess unrestricted work authorization and not require future sponsorship.

Nice To Haves

Experience with FIS systems, TrustDesk, or similar financial platforms
Experience supporting system migrations or large-scale data projects
Knowledge of regulatory and compliance requirements in financial services

Responsibilities

Data Management & Systems Oversight Administer and maintain core operational databases, including client, fee, revenue, and asset data systems
Oversee database design, enhancements, and performance optimization for large datasets
Ensure data integrity, accuracy, and consistency across multiple platforms
Manage database reconciliation processes between systems (e.g., Trust and portfolio systems)
Evaluate and implement system upgrades, including SQL Server and database compatibility improvements
Reporting & Analytics Lead the development, production, and distribution of recurring and ad hoc reports
Oversee all fee, revenue, finance, and profitability reporting
Produce key business metrics, including account activity, asset values, and operational statistics
Develop and maintain advanced Excel-based reporting tools (macros, pivot tables, automation)
Analyze data trends and provide insights to support decision-making
Operational Process Management Manage and execute critical operational workflows, including:
Required Minimum Distribution (RMD) annual processing
Risk rating processes and periodic updates
Fee billing and tax-related fee processing
Statement generation, sequencing, and distribution
Oversee client outbound file processes and onboarding of new reporting/file requirements
Support bill pay processes and specialized transaction workflows
Oversee vendor (FIS/Advent) uploads and timely loading into databases.
Coordinate time-sensitive and holiday-related disbursement activities
Systems, Automation & Technology Design and implement automation solutions to improve operational efficiency
Maintain and enhance job scheduling and workflow tools (e.g., VisualCron)
Support enterprise systems, including FIS reporting platforms and data integrations
Lead or support system upgrades, migrations, and testing efforts
Develop and maintain documentation for processes, systems, and automation
Risk Management & Compliance Support risk and control processes, including risk rating methodologies and enhancements
Perform monitoring activities such as overdraft reviews and compliance testing
Assist with audits, regulatory reporting, and internal control reviews
Maintain thorough documentation to support audit and compliance requirements
Project Management & Continuous Improvement Identify opportunities for process improvements and implement scalable solutions
Participate in strategic initiatives related to data, reporting, and operations
Stakeholder Engagement Collaborate with Wealth Management, Finance, and Operations teams to support reporting and data needs
Serve as a subject matter expert for data systems, reporting tools, and operational workflows
Respond to internal and external inquiries related to data and reporting