Position Summary:Reporting to the Director, Corporate Finance and Analytics, the Senior Data Analyst plays a critical role in supporting decision-making processes at Haventree by leveraging data to provide insights and recommendations. This role involves working closely with cross-functional business teams to analyze data and develop insights, recommendations, and reporting to support business goals. The ideal candidate has a strong analytical background, business acumen, and the ability to communicate complex insights to various stakeholders.
Major Duties & Responsibilities:- Perform critical analysis to support Haventree Bank's growth initiatives including business development efforts, innovation and new product launch
- Experience in oral and written storytelling to share data driven insights in a clear, succinct manner
- Data analysis and querying large datasets with SQL
- Build and maintain reporting dashboards with Tableau and other tools
- Strong partnering approach with a commitment to meeting business partners' expectations
- Learn new applications and processes quickly with minimal direction
- Work closely with cross-functional teams, including sales and operations, data engineering, technology, finance and treasury
Qualifications & Experience: - Financial Services or Mortgage Industry experience (Preferred)
- Undergraduate or graduate degree in related field (Business, Mathematics, Engineering, etc)
- 3-4+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis
- Experience in advanced SQL, data warehousing, and data visualization tools (such as Tableau)
- Proficient with Microsoft Excel and Powerpoint
- Understanding of and experience with Salesforce data models, including standard and custom objects, and the ability to build reports and dashboards and join data across objects is strongly preferred
- Excellent analytical and problem-solving skills
- Excellent written and oral communication skills
- Experience with change management processes
- Willingness and ability to adapt to a changing environment and responsibilities in a growing company
Degrees, Diplomas & Certifications:- University degree in Business, Mathematics, Engineering or equivalent experience in related field
Years and Range of Experience Required to Perform the Job:- 3+ years of experience in data analytics, information reporting, product strategy, or portfolio analysis
While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.#LI-TA1
#LI-Hybrid
