JOB FUNCTION / SUMMARY:
Partners with assigned business segment to provide actionable, decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends. Provides analytical support and business level guidance in creation and distribution of enterprise business intelligence reporting. Provides expert knowledge of current Informational Delivery Platform tools, methods, and best practices. Recommends and implements process improvements. Support detailed information analytics support for current and future information reporting needs, distributed via electronically or paper-based, at various levels of the organization. Develops deployment strategies utilizing efficient reporting processes and information retrieval/distribution. Actively participates and provides subject matter expertise in the Informational Projects focusing on solving issues from the business point of view.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Applies informational delivery strategy in the design of solutions that meet customer, operational, and reporting requirements, leveraging existing platform technologies when possible, and ensures that new solutions are designed for optimal usefulness.
• Consults regularly with line of business leadership to understand their strategic plan, goals, and business issues.
• Consults with senior information management, marketing, and line of business stakeholders to identify and define strategic business issues/requirements for analysis.
• Translates segment's strategic plan, goals, and business issues into a strategic Informational Delivery direction.
• Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness.
• Works with various information sources to develop appropriate strategic recommendations to segment leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports
• Continuously works towards improving the quality and relevance of information resources.
• Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business.
• Acts as a subject-matter expert on analytics.
• Presents recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concerts into easy to comprehend, comprehensive, and cohesive presentations.
• Contributes to company risk mitigation by establishing, documenting, and following business processes that are consistent with privacy rules, regulatory requirements, and internal policies. Participates in annual audit review.
• Researches any trends, either positive or negative, in the loan and deposit portfolios and researches the reason and implications of such changes(s).
• Designs the business rules and strategy for Client and Relationship Management hub under the Informational approach.
• Supports reporting needs and work with controllers and senior executives to define comprehensive information packages.
• Supports the strategic planning process by providing information and analysis that guides strategic thinking and supports decision making.
• Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
• Works with data management team to identify and document data gaps necessary for information requests and enhancements and assist in validation once delivered.
• Performs other duties and special projects as assigned by Senior Management.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:

• Requires a bachelor's degree in Business, Finance, Mathematics, Statistics, Marketing or related field, with a master's degree preferred
• Experience in bank reporting and profitability systems
• An equivalent combination of education, training, and experience may be considered
• At least 7 years of experience with detailed knowledge of the banking / financial services industry
• Advanced understanding of banking, financial services, and/or investment industry
• Advanced understanding of financial reporting and analytics
• Advanced understanding of reporting tools and platforms
• Strong analytical and database skills
• Must be able to work independently, problem solve and meet deadlines
• Ability to work with mathematical concepts such as probability and statistical inference
• Ability to understand complex financial statistics and reports
• Advanced proficiency in Microsoft Office products including Word, Excel, Access, PowerPoint, and SharePoint

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME.