The PNC Financial Services Group, Inc

Business Experience & Planning Advisor Senior - Customer Data Forensics

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of relevant industry experience, ideally in banking or finance.
  • Bachelor's degree required; advanced degrees preferred.
  • Strong expertise in Master Data Management and data governance tools.
  • Proficiency in SQL and data environments (cloud/on-prem).
  • Familiarity with regulatory compliance and risk management frameworks.

Responsibilities

  • Serve as a data quality subject matter expert and improve governance.
  • Execute data quality management practices and monitor performance.
  • Lead root cause analysis of data anomalies and coordinate remediation.
  • Partner with analytics teams to define requirements for data solutions.
  • Support model development by enhancing data completeness and explainability.
  • Establish data quality checks for analytic pipelines and coordinate remediation.
  • Produce reports on customer data risk and control health for leadership.

Benefits

  • Opportunities for professional growth and development.
  • Collaborative work environment across diverse teams.
  • Engagement with cutting-edge data management and analytics technologies.
Full Job Description

Position Overview

As a Business Experience & Planning Advisor Senior within PNC's Customer Data Forensics organization, you will be based in Cleveland, OH; Pittsburgh, PA; Tyson's Corner, VA; Washington, D.C.

Job Summary:

This is a senior-level individual contributor responsible for improving the quality, governance, usability, and reliability of enterprise customer data. This role partners across business, technology, analytics, risk, and compliance to define customer data standards, resolve data issues at the root cause, and enable trusted customer data products for reporting, analytics and modeling, business decisioning, customer experience, and regulatory needs. The role also helps shape and deliver analytically ready datasets and reusable features that accelerate insight generation and decision solutions.

Key Responsibilities:

Customer Data Strategy & Stewardship
• Serve as a subject matter expert (SME) for enterprise customer data concepts including customer identity, householding, customer hierarchies, contact data, consent/preferences, and customer attributes.
• Drive customer data definition alignment (business glossary, critical data elements, metadata), ensuring consistent meaning and usage across platforms and lines of business.
• Contribute to customer data strategy and roadmap, identifying opportunities to modernize customer data capabilities and reduce fragmentation.

Data Quality & Issue Management
• Execute customer data quality management practices: profiling, monitoring, rule definition, threshold tuning, and performance reporting.
• Lead investigation of data anomalies and recurring defects using structured root cause analysis; coordinate remediation with upstream/downstream partners.
• Implement scalable controls and preventive measures (e.g., validation rules, reconciliation checks, exception handling, automation) to reduce repeat issues.

Analytics, Modeling & Decisioning Enablement
• Partner with analytics and data science teams to translate business problems into data requirements, analytically ready datasets, and reusable features (e.g., customer identity, household, relationship, and behavioral attributes).
• Support model development and monitoring by improving data completeness, stability, and explainability; document assumptions, transformations, and known limitations for appropriate use.
• Enable business decisioning use cases by defining customer data inputs for segmentation, targeting, credit/marketing decisioning, personalization, and next-best-action solutions.
• Establish fit-for-purpose data quality checks for analytic pipelines (distribution shifts, outliers, freshness, leakage risks) and coordinate remediation when thresholds are breached.
• Collaborate with partners to develop KPIs and measurement approaches that connect data improvements to business outcomes (e.g., conversion, retention, risk performance, operational efficiency).

Governance, Controls & Regulatory Support
• Support customer data governance routines including stewardship forums, issue/decision logs, and control evidence management to enable consistent, trusted use of customer data across reporting, analytics, and decisioning.
• Ensure customer data processes and controls align to risk, audit, privacy, retention, and regulatory requirements while supporting responsible innovation and scalable analytic consumption.
• Produce leadership-ready reporting on customer data risk posture, control health, remediation progress, and key metrics; highlight impacts to critical reporting, models, and decision solutions.

Data Enablement & Product Delivery
• Partner with data engineering and product teams to define requirements for customer data solutions (MDM/EDS/APIs/data lake), including onboarding, lineage, analytic consumption patterns, and performance/availability needs.
• Support design and operationalization of 7trusted8 customer data products and feature sets (e.g., curated views, golden records, identity/household features), including documentation, data contracts, and consumption guidance.
• Enable analytics, operations, and customer-facing teams by improving accessibility to reliable customer datasets and features, advising on proper usage, and accelerating time-to-insight/time-to-decision.

Cross-Functional Leadership
• Act as a connector across business, operations, risk, and technology1translating business needs into data requirements and actionable delivery plans.
• Mentor analysts/junior data stewards and promote standards, playbooks, and repeatable practices.
• Influence without authority through clear narratives, fact-based recommendations, and proactive stakeholder engagement.

Preferred Qualifications:

• Experience with Master Data Management (MDM), customer identity resolution, probabilistic matching, or householding solutions.
• Familiarity with data governance frameworks and tools (e.g., Collibra/Alation, Archer/GRC tools, data cataloging/lineage platforms).
• Experience supporting regulatory programs, MRAs, audit readiness, and control evidence practices.
• Experience supporting analytics and data science workflows (feature engineering, cohort/segment analysis, model inputs/outputs) and translating business decision needs into data solutions.
• Familiarity with decisioning and measurement practices (e.g., segmentation strategies, champion/challenger testing, experimentation, KPI design) and working with stakeholders to evaluate impact.
• SQL proficiency and experience working in data lake / warehouse environments (cloud and/or on-prem).
• Background in financial services data management or other highly regulated environments.

Core Skills & Competencies:

• Customer data domain expertise (definitions, lifecycle, usage, risks, and controls)
• Data quality management (profiling, rule design, monitoring, thresholds, reconciliation)
• Root cause analysis & remediation leadership
• Governance & control mindset (risk-based prioritization, audit readiness, responsible data use)
• Analytics enablement (analytically ready datasets, feature definitions, metric/KPI alignment)
• Decisioning & insight orientation (connecting data work to business outcomes; supporting model and decision solution lifecycle)
• Requirements definition (business-to-technical translation; user stories; acceptance criteria)
• Executive communication (clear narratives, concise updates, decision framing)
• Collaboration & influence across business, tech, risk, compliance, and operations

Job Description
  • Indirectly leads cross-functional teams to improve business planning methods. Executes key line of business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering customer focus and appropriate risk management practices to customers and/or internal partners.
  • Leads execution and implementation of business planning processes. Designs strategic plans based on forecasts, and provides improvement recommendations.
  • Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add significant value to the business and to achieve business goals.
  • Consults and influences key decision makers to ensure cross-business and cross-functional alignment and synergy.Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsBusiness Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning

CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking

Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

EducationBachelors

CertificationsNo Required Certification(s)

LicensesNo Required License(s)

Pay Transparency

Base Salary: $91,000.00 6 $202,800.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the

About The PNC Financial Services Group, Inc

PNC is a financial service company providing bank deposit products and services to its community. The company assets (as of December 31, 2011) of approximately $271.2 billion. PNC operations include a regional banking franchise operating primarily in nineteen states and the District of Columbia with more than 2,700 branches, online and mobile services together with 7,400 ATM machines, specialized financial businesses serving companies and government entities, and asset management and processing businesses.

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At The PNC Financial Services Group, Inc, your career is what you make it. Join us and discover how your unique talents can be honed and appreciated in an environment that fosters professional and personal growth. Let’s build the future of financial services together.

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Learn more about The PNC Financial Services Group, Inc
Size
57,668 employees
Market Cap
$62.6 billion
Industry
Net Income
$7.5 billion
Founded
1845
5 Year Trend
+2.9%
NASDAQ

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