Sr. Strategy & Business Analytics Lead

About the Role

Key Responsibilities

• Partner with Executives, market leaders, and cross-functional teams to implement tactical and strategic initiatives aimed at improving sales effectiveness and efficiency.
• Establish and maintain robust data analytics and reporting capabilities to track key performance metrics and provide actionable insights to senior leadership through regular reports and presentations including monthly and quarterly business unit reviews.
• Identify areas for improvement in sales effectiveness, conversion rates, and customer acquisition trends, and support identification of new verticals for expansion.
• Provide actionable insights to support the success of the commercial bank by analyzing financial, operational, and market data.
• Own the commercial components of the CRM including process design delivery, dashboards and reporting.
• Maintain data and records for market analysis, competitive information, pricing, capacity modeling, and other sales effectiveness metrics.
• Analyze market segmentation, identify target customer opportunities.
• Work with HR to provide accurate reporting to drive compensation payouts and compensation plan design.
• Provide ongoing support for Business Case development and post-implementation review.
• Work with Commercial Lines of Businesses to create KPIs and Metrics that Matter to the Team.
• Support the development and documentation for line of businesses strategic plans.
• Collaborate with risk, strategy, IT, and others to lead opportunities related to automation and data-driven decision making to improve efficiency.
• Work closely with other Business Partners in Finance, Credit Management, Credit Risk, Risk, IT, HR, as needed.
• Monitor the financial impact of strategies with Finance, ensuring alignment with budgetary constraints and profitability goals.
• Ensure compliance with company policies, procedures, and regulations.
• Navigate Microsoft Office Software, department-specific applications, and software tools to maximize efficiency.
• Work as part of a team and with on-site equipment.

Requirements

• Bachelor's degree in accounting, finance or related field.
• 6-8 years of Accounting and Finance related work experience.
• 6-8 years of Commercial Banking Experience.
• 6-8 years of Analytics and Reporting experience.
• 6-8 years of Budgeting and Forecasting experience.