Fidelity Bank · 3 weeks ago
Senior Manager, Strategy and Planning (Data Analytics and Insights)
Fidelity Bank is seeking a Senior Manager, Strategy and Planning (Data Analytics and Insights) who will play a crucial role in the Abandoned Property and Legal Operations Team. The role involves supporting data management, analytics, and reporting functions, while also contributing to strategic planning and tracking key initiatives across the organization.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Support end-to-end data management, analytics and reporting function
Support strategy and planning activities
Track key initiatives and priorities
Measure progress for Abandoned Property and Legal Operations team
Create management materials
Track KPIs
Measure the cross-Fidelity impact of our business
Support business reviews
Support all-associates meetings
Qualification
Required
Bachelor's degree required (Finance, Analytics, Economics, or Business preferred)
5+ years of hands-on experience in data management and/or business analytics
Strong analytical and critical thinking skills with technical curiosity and a willingness to learn
Solid business acumen and a commitment to data integrity and quality
Proficiency in business reporting and data visualization tools (Power BI and Tableau)
Advanced skills in Excel and PowerPoint; Visio experience is a plus
Understanding of data concepts, databases, and related technologies
Familiarity with SQL and Python is advantageous but not required
Passion and sense of purpose that motivates and inspires collaboration
Creative problem-solving mindset with a desire to challenge conventional approaches
Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations
Confidence, professional maturity, and presence to work independently while collaborating effectively across all organizational levels
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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