Job Description: nalyzes, evaluates, and reports on existing Digital Banking and Cash Management/Treasury Management functions for the benefit of Sales, Implementation and Product management teams. Utilizes data and analytics to track portfolio metrics, surface issues and identify opportunities to introduce efficiencies. Develops and tracks key performance indicators to assist Cash Management Solutions (CMS) management. Collates, models, interprets and analyzes data; explains variances and trends. Supports financial and budget reporting, ad-hoc sales and pricing analysis, product profitability modeling, and other analysis needs for the business. Works independently; receives minimal guidance. May lead projects or project steps within a broader project or have accountability for ongoing activities or objectives.
Essential Functions: 1. Develops comprehensive monthly business review report covering standard product and/or sales reports, customer activities, such as volumes, costs, fees, and services.
2. Identifies patterns in data to assist in the development of client behavior profiles for targeting products and services.
3. Works independently with CMS Product Management, Sales and Implementation teams to monitor and report on product line Key Performance Indicators (KPI). Key areas of focus are post sale revenue realization and customer attrition.
4. Proactively supports Finance, Marketing, Sales, Agile delivery and other partners in developing their reporting and business cases for new initiatives and enhancements.
5. Provides analysis for pricing or other business changes related to CMS services.
6. Provides requested information and reporting for internal risk, compliance, and credit partners.
7. Makes recommendations for customer cross-sell strategies and other initiatives based on historical data.
8. Analyzes and interprets relevant financial statements.
9. Presents CMS reports to Senior Leaders on a regular basis.
10. Interacts directly with Associations to provide reporting that meets their needs.
Education: Bachelor's degree in management information systems, Data Science/Analytics, or relevant discipline required
Work Experience:• 5 years of relevant experience, preferably in the Financial Services/Payments industry. required
• Relevant experience with Cash Management/Treasury Management reporting.
• Deep knowledge of Databases and query languages is needed.
• Excellent knowledge of Microsoft Access and Excel is needed.
• Experience with reporting tools like Amazon, QuickSight, Tableau, Microsoft PowerBI or similar systems is a plus.
Type of background you are looking for: - Data analysis experience. SQL, R, Python, Excel, VBA skills needed, Tableau, Quick Sights, Power BI. Five years' experience needed
Top 3 Skills Needed: Top 3 Soft Skills for culture fit: - Teamwork/collaboration. Willingness to learn. Ability to understand unstated needs
ny certifications required: No