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Central Bank · 4 days ago

Account Analysis & Reporting Manager

Jefferson City, MO

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Central Bank is seeking an Account Analysis and Reporting Manager to oversee and optimize the bank’s account analysis, billing, and reporting processes for Commercial Banking customers. This role will act as the primary subject matter expert, ensuring accurate billing and data integrity while leading a team to drive operational efficiency and revenue optimization.

FinanceFinancial Services

Responsibilities

Serve as the operator and subject matter expert supporting all aspects of the CBS and Account Analysis billing systems

Manage and oversee account analysis and reporting processes, ensuring accuracy, timeliness, and regulatory compliance

Collaborate with Commercial Product Managers, Finance, IT, and other cross-functional teams to understand account management workflows, reporting requirements, and data needs

Analyze financial systems and processes, including account analysis, billing, reconciliation, reporting, and variance analysis

Produce monthly reporting that highlights captured revenue, pricing effectiveness, and revenue leakage opportunities for Business and Commercial Banking portfolios

Provide strategic, value-added insights and recommendations to realize operational efficiencies, optimize pricing and billing practices, and drive competitive growth

Identify and lead opportunities to streamline, standardize, and automate account analysis and billing processes to improve efficiency and scalability

Gather, document, and maintain detailed business and functional requirements for system enhancements, including data mappings and reporting specifications

Participate in the design, development, testing, and implementation of system enhancements, upgrades, and integrations

Conduct thorough testing and validation of system changes to ensure accuracy, completeness, and compliance with internal controls and regulatory standards

Monitor system performance and data integrity, proactively identifying, troubleshooting, and resolving issues

Develop and deliver training and ongoing support for market and operational users on account analysis systems, tools, and reporting capabilities

Support management reporting, ad hoc analysis, and executive-level presentations related to commercial account profitability, pricing, and performance

Qualification

Account Analysis SystemsCommercial Banking ExperienceData Integrity ManagementMicrosoft ExcelPeople ManagementFinancial Systems AnalysisMicrosoft SQLAnalytical SkillsProblem-Solving SkillsCommunication SkillsInterpersonal Skills

Required

Bachelor's degree (BS or BA) in Finance, Business, Accounting, Information Systems, or a related field

Minimum of 3 years of banking experience, including experience with Commercial Banking products, account analysis, pricing, or related operational roles

Minimum of 2 years of people management or supervisory experience, including responsibility for coaching, performance management, and employee development

Strong understanding of Commercial Banking customer needs, pricing structures, and product offerings; sales or relationship management experience preferred

Knowledge of technology platforms and trends impacting Commercial Banking products and financial systems

Proficiency in Microsoft Excel and other data manipulation or reporting tools

Basic working knowledge of Microsoft SQL

Advanced skills in Microsoft Word and PowerPoint

Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail

Strong communication and interpersonal skills, with the ability to collaborate effectively across business and technical teams