General Description
:The business analysis designs and executes data mining, performs analysis on originations and portfolio databases, prepares reports and dashboards. Manage the monthly process of the business banking Datamart in EDW, while ensuring data quality and integrity. Responsible for administering pricing tool application. Performs customer and profitability analysis to identify business strategies based on advance analytics.
Essential Duties and Responsibilities
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:Responsible of Business Banking Datamart monthly update process, monitoring ETL and input files, establish controls and validations to ensure data quality.
:Administer Pricing Tool application, manage and implement programming changes and incidents if required.
: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 results. Provide concise data reports and clear data visualizations for management.
:Responsible for developing, updating and supporting Power BI Dashboards for commercial originations and portfolio databases.
: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.
: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
Supervisory Responsibilities:
This Job has no supervisory responsibilities but in special circumstances may lead the work of others.
Education
:Bachelors degree in Business Administration with a major in Finance, Economics, Information Systems or a related field. A Master's degree is preferred.
Experience
:At least three years of related experience as a Business Analyst, Financial Analyst, or similar role.
Knowledge, Skills and Abilities (KSAs)
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:Ability to perform databased, quantitative analysis and expertise in customer segmentation.
: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 keep 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.
Work Schedule
:Schedule: Monday through Friday from 9:00 a.m. to 6:00 p.m.
:Available to work extended hours, holidays, Saturdays, and Sundays.
Values
Passion for People
Succeed Together
Own Every Moment
Build the Future
Additional Requirements
The information provided here is only