Popular, Inc

Business Analyst

Popular, Inc$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience as an analyst, preferably in financial services.
  • Strong communication skills for independent work.
  • Proficiency in Microsoft Excel and other Office applications.

Responsibilities

  • Develop and distribute sales reporting on a weekly/monthly basis.
  • Validate sales performance data in Salesforce CRM.
  • Maintain the sales organization hierarchy for personnel changes.
  • Process requests for customer portfolio reassignments.
  • Field questions about incentive compensation scorecards.
  • Assist in the administration of incentive compensation plans.
  • Quantify the impact of marketing strategies on sales performance.

Benefits

  • Comprehensive health plan for full-time and part-time employees.
  • Flexible time off options.
  • Savings and investment plans.
  • Hybrid work model, subject to organizational needs.
Full Job Description
Analytics

As a Business Analyst you will be responsible for providing analytic expertise to support sales reporting and the administration of incentive compensation plans for Popular Bank. You will gather, organize, validate, and analyze data to provide actionable insights on sales performance and ensure timely & accurate incentive compensation payouts. You will serve as the liaison between the back office and sales teams to field questions, concerns, and requests. This role requires excellent communication skills and proficiency with Excel and data analysis.

In this position, you will:

Sales Reporting
  • Support management, business lines and back-office functions by developing & distributing sales reporting:
  • Weekly/Monthly Production
  • Performance vs Goal
  • Trends

Relationship Management
  • Assist with the validation of sales performance & relationship management data presented in Salesforce CRM
  • Assist with maintenance of the sales org hierarchy to account for terminations, new hires, promotions, and transfers
  • Review & process requests to reassign customer portfolios

Incentive Compensation
  • Field questions, concerns, and exception requests for certain aspects of the retail & commercial incentive compensation scorecards
  • Assist with certain aspects of the overall administration of the plans

Marketing Effectiveness
  • Have a general awareness & understanding of marketing strategies & campaigns
  • Partner with fellow customer & product analysts to quantify how marketing activities impact sales


To be considered, you will need:

  • At least five years of relevant work experience as an analyst or similar role, preferably financial services
  • Excellent communication skills with proven ability to work independently with minimal supervision
  • Proficiency with Microsoft Office applications to include Excel


Base Salary & Benefits

Our base salary for this position located in California generally ranges between $100,000.00 and $120,000.00 annually, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

In addition to salary, Popular's well-rounded benefits package for regular full-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for these benefits.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

About Popular, Inc

Popular, Inc. is a financial holding company that operates in Puerto Rico, the United States, and the Caribbean. The company provides retail, mortgage, and commercial banking services through its principal banking subsidiary, Banco Popular de Puerto Rico, as well as auto and equipment leasing and financing, investment banking, broker-dealer, and insurance services through specialized subsidiaries.
Learn more about Popular, Inc
Size
8,500 employees
Market Cap
$4.6 billion
Industry
Net Income
$506.6 million
5 Year Trend
+5.4%
NASDAQ

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