Data Analyst

Collaborative Partnership

• Builds collaborative partnerships with leaders and managers at all levels, including, but not limited to, corporate, subsidiary, and departmental levels.
• Consults partners to translate business needs into tools, techniques, metrics, and dashboards for insights and data visualization.
• Communicates effectively to ensure strong understanding of the methodology behind all reporting and analytics.
• Develops an understanding and adherence to the principles of data quality management including metadata, lineage, and business definitions.
• Develops processes, coordinates information requirements, and facilitates communication efficiently and accurately to deliver impactful solutions.
• Builds foundational relationships and executes defined reporting and analytical processes.
• Focuses on learning business requirements, data sources, and reporting standards.
• Consults with partners to translate business needs into tools, metrics, dashboards, and visualizations.
• Independently develops reporting solutions and improves existing processes.
• Serves as a trusted analytical advisor, providing insights, recommendations, and considerations for business decisions.
• Leads more complex initiatives and drives improvements in analytical approaches and reporting practices.

Financial Planning & Analysis

• Utilizes various business and market intelligence tools to develop models and reports, update reports, and analyze results to ensure alignment with the business strategy and forecasts.
• Identifies trends and anomalies in financial and operating results and provides insights, recommendations, and considerations to partners.
• Analyzes key performance indicators, highlighting trends and evaluating causes of unexpected variances.
• Supports the Company’s financial reporting and analytical data requests, including accurate and timely reporting on a daily, weekly, monthly, quarterly, and annual basis.
• Focuses on report development, maintenance, and variance analysis under established guidelines.
• Escalates complex issues and interpretations to more senior analysts.
• Performs deeper analytical work, identifies root causes of performance variances, and provides actionable insights.
• Enhances models, dashboards, and analytics to support evolving business needs.
• Delivers advanced analysis, synthesizes complex information, and provides strategic insights and recommendations.
• Anticipates business needs and proactively identifies opportunities for improved performance and decision-making.

Other Duties and Responsibilities

• Performs ad-hoc reporting and analysis as needed.
• Collaborates on special projects and cross-functional initiatives.

• High school diploma required.
• Bachelor’s degree in Accounting, Finance, Computer Science, Data Analytics, or a related field preferred. A combination of education and relevant experience may be considered.
• Demonstrated proficiency in business intelligence and/or core reporting systems and advanced experience analyzing data in relational database environments.
• 3-5 years of analysis experience, preferably in banking or financial services.

Knowledge, Skills, and Abilities:

• Advanced computer skills, including Excel, PowerPoint, and Word.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent communication and presentation skills, with the ability to convey complex concepts to varied audiences.
• Strong relationship-building and collaboration skills.
• Ability to quickly learn new technologies and business concepts.
• Ability to work independently in a fast-paced, rapidly changing, and ambiguous environment.
• Ability to translate business needs into actionable reporting and analytical solutions.

Travel

Must be able to travel to all Bank locations, including subsidiaries.

Physical demands:

Employee may experience extended periods of viewing computer monitors, typing on a keyboard, sitting, repetitive motion of fingers/hands/wrists, and standing or walking., High School Diploma/GED, Accounting, Analysis Skills, Banking Services, Business Intelligence Software, Business Skills, Business Strategy, Business Support, Communication Skills, Competitive Analysis/Strategy, Computer Science, Computer Skills, Consulting, Cross-Functional, Data Analysis, Data Management, Data Quality, Data Visualization, Decision Support, Detail Oriented, Finance, Financial Analysis, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Services, Forecasting, High School Diploma, Keyboards, Metadata, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Performance Analysis, Performance Management, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Process Development, Process Improvement, Quality Management, Reporting Dashboards, Reporting Skills, Root Cause Analysis, Team Player, Time Management, Trend Analysis, Typing, Variance Analysis, Willing to Travel