General Description
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This position is responsible for maintaining and managing our scorecards process, collaborating with stakeholders to explore key performance indicators (KPIs), providing visibility so they can execute their functions efficiently and more effectively. Also, is responsible for collecting, analyzing, and reviewing business outcomes and needs to help identify situations and propose solutions (recalibrate metrics, design or propose changes, and new dashboards). Uses proven tools, methods, and metrics to identify opportunities, forecast changes, and track improvements in areas such as budgeting, production, process flows, customer service, and more. Management of monthly results from the areas it serves to produce incentive dashboards and reports, send incentive payments, work with submitted claims, and document exceptions.
Essential Duties and Responsibilities
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:Perform monthly Scorecards Reports. This includes gathering all information, analyzing and preparing the final report always ensuring the information provided is accurate and on time.
:Collaborates and supports audit processes related to the Incentive Plan, this entails being the direct point of contact, preparation of walkthroughs, issue analysis and implementation of corrective actions.
:Review and maintain updated documentation of all processes related to regulation and operations (scorecard).
:Analyze statistical data to align with strategic recommendations.
:Identify opportunities, analyze causes, and seek successful solutions to reduce time and streamline work processes in your unit.
:Analyze monthly incentives, operating costs and expenses, and revenue compared to the previous year and budget, providing explanations and solutions.
:Identify processes that need to be more efficient and implement solutions.
:Evaluate alternatives and then implement initiatives or projects to improve internal and external clients' processes.
:Manage strategic analysis and design dashboards in Power BI.
Supervisory Responsibilities:
This Job has no supervisory responsibilities but in special circumstances may lead the work of others.
Education
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Bachelors degree in Business Administration, Finance, Information Systems or Industrial Engineering.
Experience
:At least three years related experience in business analysis or project coordination.
Experience in Banking, Regulatory Reporting, related processes and customer service. Knowledge of financial institutions, applicable rules and regulations preferred.
Certifications / Licenses (Nice to have)
Business Analyst Certification
PMP
Microsoft Certified Professional (MCP)
Knowledge, Skills and Abilities (KSAs)
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Proficient in Word, Power Point, Advanced Excel, Advanced Microsoft Access, or another database tool.
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Knowledge of SQL, SAS, and database management is desirable.
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Excellent interpersonal and communication skills and teamwork.
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Analytical capacity and critical thinking skills, with emphasis in attention to detail.
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Knowledge of the laws and regulations that apply to the financial industry.
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General knowledge in the financial industry.
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Ability to engage with all levels of the organization (employees/management/colleagues) and establish strong relationships with teams and internal customers.
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Able to multitask, be detail:oriented, and demonstrate strong organizational skills.
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Ability to work independently or as part of a team.
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Must possess the ability to work under pressure, meet deadlines, and be responsible.
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Demonstrate proactivity in finding and defining problems, understanding business impact, identifying solutions, and provide recommendations for corrective actions.
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Ability statistical concepts in practical situations to business problems. Problem:solving skills, inquiry and critical thinking which are crucial to total quality ma