Treasury Management Analytics Analyst II

Stifel•St. Louis, MO

14d

About The Position

The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. The role develops data-driven narratives to inform and influence leadership and serves as a strategic support partner without direct ownership of business decisions. With minimal supervision, the Analyst II manages moderately complex datasets and reporting needs and may guide and mentor junior team members. The position contributes to automation and process improvement initiatives and works closely with business stakeholders to enhance reporting and analytics capabilities.

Requirements

Bachelor's degree in Finance or Business, or equivalent experience.
At least 2 years of experience in analytics, reporting, or Treasury operations.
Strong analytical thinking and ability to independently solve problems.
Ability to translate complex data into clear insights and actionable recommendations.
Demonstrated experience developing effective dashboards and data visualizations.
Strong attention to detail, with a focus on data quality and accuracy.
Effective communication and stakeholder engagement skills.
Ability to manage multiple priorities in a fast-paced environment.
Proven ability to build dashboards and deliver insights independently.
Advanced Microsoft Excel skills, including pivot tables, formulas, and data modeling.
Strong SQL and data querying experience.
Proficiency in business intelligence tools such as Power BI, Tableau, or similar.

Nice To Haves

Experience with automation or scripting languages such as Python or R.
Familiarity with APIs and data integration concepts.

Responsibilities

Develop and maintain dashboards, reports, and analytics solutions.
Analyze datasets to identify trends, risks, and actionable insights, and translate findings into clear insights and recommendations for stakeholders.
Deliver accurate, timely, and business-relevant reporting outputs.
Ensure data accuracy, integrity, and consistency across deliverables.
Automate reporting processes and workflows.
Identify and implement process improvements across reporting and analytics.
Improve reporting efficiency through scalable tools and standardized practices.
Partner with business teams to gather and define reporting requirements.
Maintain and enhance standardized metrics, KPIs, and reporting definitions.
Communicate insights and recommendations to support decision-making.
Support data governance, validation, and quality control processes.
Conduct and support User Acceptance Testing (UAT) activities.
Maintain documentation to support reporting, governance, and audit readiness.
Provide guidance and mentorship to junior team members as needed.