Date: Aug 23, 2024
Location: San Juan, PR
Company: Popular
Workplace Type: Hybrid
Business Analyst 1
Job Type
Full Time Exempt
General Description
The Business Analyst design and execute data mining, perform analysis on originations and portfolio databases, prepares reports and dashboards, while ensuring data's quality and integrity. Responsible for forecasting, tracking the performance, and supporting efforts of the commercial segments B & C strategic initiatives. This role involves collaborating with cross-functional teams and senior stakeholders to ensure initiatives are prioritized based on opportunity size and that the financial performance of retail segments is accurately tracked.
Essential Duties and Responsibilities
Perform database analysis to leverage customer information, balances, fees, transactions, new money, new accounts, product sales and other business OKR's.
Develop analysis and recurrent reports for management to measure business goals and scorecards for incentives. Provide concise data reports and clear data visualizations for management.
Responsible for developing, updating and supporting Power BI Dashboards for commercial originations and portfolio databased.
Support initiative to grow business by developing list of potential customers to be targeted for marketing campaigns. Provide marketing campaigns efforts results.
Develop and maintain profitability models to forecast the financial impact of segment initiatives.
Support new projects and provide recommendations to enhance revenue streams, increase product sales, reduce costs, and optimize overall financial performance.
Collaborate with segment owners to prioritize initiatives based on expected profitability and implementation feasibility.
To ensure strategic alignment, provide insights on revenue projections, cost drivers, and resource allocation.
Develop reports, dashboards, and/or presentations to communicate financial performance and management insights.
Partner with business analysts to leverage advanced analytics to drive customer segment profitability
Continuously improve and refine the database and analysis process, tools, and methodologies to automate processes.
Education
Bachelor's degree (B.A.) in Business Administration, Economics, Engineering, Finance, Information Systems or a related field.
Experience
Proven experience (5+ years) as a Business Analyst, Financial Analyst, or similar role, preferably within the banking, Power BI or financial services industry.
Experience developing and updating dashboards.
Other Qualifications
Ability to perform databased and quantitative analysis.
Expertise in customer segmentation, customer lifetime value (CLV) analysis, and market research methodologies is preferred
Proficiency in data analysis tools (e.g., SAS, Excel, SQL, Power Query, Power BI, Power Automate) and experience with business intelligence and visualization tools (e.g., Power BI).
Familiarity with banking products, services, and retail banking operations.
Excellent communication skills with the ability to present complex financial concepts in a clear and concise manner.
Strong problem-solving and critical-thinking abilities, with a keen attention to detail.
Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
Capable of working under pressure and complying with deadlines.
Excellent interpersonal and teamwork skills.
Strong Oral Communication: (Spanish and English): Speaks clearly and persuasively in positive or negative situations. Demonstrates polished presentation skills.
Strong Written Communication: (Spanish and English): Writes clearly and informatively. Edits work for spelling and grammar; presents numerical data effectively.
Region Locations
San Juan, PR
Work Schedule
Hybrid work schedule
Monday to Saturday
Flexibility to work non-business hours, Saturdays, Sundays, and holidays when needed.
Values
Passion for People
Succeed Together
Own Every Moment
Build the Future
Important:
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at
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Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com
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Quantitative Analyst, Data Analyst, Business Development, Data, Sales
