Job Title:Preferred and Small Business Banking - Analytics and Reporting Lead Analyst
Location:CityScape
What you'll do:Serves as a senior technical lead within the Analytics and Reporting team, helping guide the day-to-day delivery of reporting solutions, analytics projects, dashboards, and data insights. This role acts as a primary partner for complex reporting requests, supports workload coordination, mentors analysts, and ensures reporting outputs are accurate, well-documented, and aligned with business needs.
- Lead the development and enhancement of complex dashboards, scorecards, recurring reports, data models, and automated reporting solutions using BI tools, SQL, Excel, and enterprise data sources.
- Serve as a key point of contact for reporting intake, requirements gathering, prioritization support, and solution design for high-impact business requests.
- Translate business questions into analytical approaches, metric definitions, reporting logic, and clear visualizations that support decision-making across PSBB.
- Provide technical guidance and quality review for reporting deliverables, including SQL logic, data validation, dashboard design, documentation, and user experience.
- Partner with the Manager to coordinate team priorities, monitor request pipelines, identify delivery risks, and support resource planning for reporting and analytics work.
- Support data governance by maintaining consistent metric definitions, documenting data sources, validating outputs, and escalating data quality issues when identified.
- Conduct advanced analysis, trend monitoring, exception reporting, and root-cause analysis to identify performance drivers, operational gaps, and improvement opportunities.
- Collaborate with stakeholders across Operations, Product, Compliance, Finance, Risk, Technology, and regional leadership to ensure reporting solutions are accurate, actionable, and aligned to business objectives.
- Mentor analysts on SQL development, dashboard design, data visualization standards, documentation practices, and analytical storytelling.
- Contribute to executive presentations, leadership updates, project readouts, and recurring business reviews by summarizing insights and recommended actions.
- Identify opportunities to streamline manual processes, automate repeatable reporting, improve dashboard usability, and increase reporting scalability.
- Support a collaborative team culture focused on accuracy, ownership, continuous learning, and consistent delivery.
What you'll need: - 5+ years of related experience in Analytics, Reporting, Analysis), Analytics, business intelligence, finance, banking operations, or a similar field.
- Bachelor's degree or equivalent experience required.
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced proficiency in SQL, Power BI, Excel, data visualization, and reporting automation preferred.
Experience leading complex reporting initiatives, mentoring analysts, coordinating project work, or serving as a technical subject matter expert. - Intermediate knowledge and experience in business intelligence processes and experience implementing analytical change in growth environments; experience in project management and stakeholder engagement capabilities.
- Intermediate knowledge and experience in overseeing automation initiatives or process improvement projects preferred. Familiarity with workflow optimization and integration of automated solutions is a plus.
- Advanced speaking and writing communication skills.
- Occasional travel required.
Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
