Reporting & Automation Data/Information Management Senior Analyst

Roles and Responsibilities:

The Data/Information Management Analyst (Banking Operations & Analytics) accomplishes results by contributing significantly to the bank's success by focusing on improving efficiency, accuracy, and insights through data and process optimization. The responsibilities involves a blend of data analysis, report generation, and the development of automated solutions.

• Data Collection and Analysis : Gathering data from various sources, cleaning it, and analyzing it to identify trends, patterns, and insights relevant to business operations.

• Report Generation : Designing, developing, and maintaining regular and ad-hoc reports for different stakeholders. These reports often present key performance indicators (KPIs), operational metrics, and financial data in an understandable format.

• Automation Development : Identifying manual, repetitive tasks and processes within the organization and developing automated solutions to streamline them. This can involve scripting, using automation tools/technologies like SQL, SAS, Python, PySpark, Tableau etc.

• Process Improvement : Analyzing existing workflows to pinpoint inefficiencies and recommend improvements, often leveraging automation to achieve these.

• Dashboard Creation : Developing interactive dashboards using reporting tools (e.g., Tableau, Python, Power BI) to provide real-time visibility into performance and trends.

• Stakeholder Communication : Presenting findings and recommendations to various departments and management, explaining complex data in a clear and concise manner.

• System Maintenance : Ensuring the accuracy and reliability of reporting systems and automation tools, troubleshooting issues, and performing regular updates.

• Documentation : Responsible for documenting data requirements, data collection / processing / cleaning, and exploratory data analysis, which may include Process Automation / Optimization and data visualization techniques.

• Data Governance and Quality : Contributing to efforts to maintain data quality, consistency, and adherence to data governance policies.

• Data Handling : Work with large, complex and unstructured data to evaluate, recommend, and support the implementation of business strategies

Core Competencies:

• Data Analysis & Insight Extraction:  Proficiently applying analytical techniques to complex datasets to fetch meaningful, actionable insights that address business questions and drive decision.

• Data Manipulation & Querying : Expert ability to query and manipulate data from various data sources (using SQL/Python/R), ensuring data quality and readiness for analysis and reporting.

• Reporting & Visualization Tools:  Expertise in using reporting & visualization platforms (e.g., Tableau, Power BI, Qlik Sense) to design, develop, and maintain dynamic dashboards and reports that clearly communicate performance and insights. 

• Automation Technologies & Scripting:  Strong capability in identifying automation opportunities, developing and implementing automated solutions using automation tools and scripting languages, and optimizing existing automated workflows. 

• Problem-Solving:  Proactively identifying issues and developing practical, value-driven solutions.

Qualifications:

• 5+ years of experience in Reporting & Automation, Data/Information Management Analyst roles with proficiency in business intelligence tools/technologies like SQL, SAS, Python, PySpark, Tableau etc.

• Ability to develop scripts for automating routine tasks (e.g., Python scripting for file processing, API integrations).

• Experience demonstrating a strong track record in developing reports, performing data analysis, and implementing automation solutions.

• Strong understanding of reporting and automation data & analytics ecosystem, establish a scalable analytics framework – data strategy, process optimization, actionable insights, visualization techniques.

• Experience in Developing and Deploying AI solutions in partnership with Tech and Business

• Experience with any banking operations (e.g., expense analytics, movement of funds, cash flow management, fraud analytics, ROI). Knowledge of regulatory requirements related to data privacy and security

• AI / Gen AI proficiency and thought leadership in Financial/Business Analysis and/or operation risk analysis with ability to impact key business drivers

Education:

• Bachelors/University degree in STEM, Master’s degree preferred