Business Analyst, Retail Banking @ Datos Insights | Jobright.ai
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Business Analyst, Retail Banking jobs in OR
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Datos Insights · 3 hours ago

Business Analyst, Retail Banking

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BankingConsulting
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Culture & Values

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Responsibilities

Compiling business requirements such as bank financial metrics to support the development of a new financial services benchmarking product
Communicating with multiple stakeholders to define project objectives, timelines, and milestones
Assisting domain experts with project concept development
Obtaining, aggregating, and cleaning data
Preparing data output for analysis

Qualification

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Financial AnalysisAdvanced ExcelFinancial ModelingProject ManagementBanking Products KnowledgeFinancial Reporting SystemsProduct ResearchA/B TestingFinancial Statements UnderstandingBenchmarking AnalysisSQLData Visualization ToolsCFA Certification

Required

2 to 5 years of project management or product development experience
Bachelor’s degree in Finance, Economics, Accounting, or related field
3+ years of financial analysis experience, preferably in retail banking
Advanced Excel skills and proficiency in financial modeling
Strong knowledge of banking products and key performance indicators (KPIs) for retail banking operations
Experience with financial reporting systems and databases
Excellent analytical and problem-solving abilities
Experience partnering with senior executives in scoping, planning, and execution of key initiatives
Experience in product research, prototyping, and A/B testing capabilities
Understanding of bank or credit union financial statements and reporting
Familiarity with quarterly Statement of Condition (Call Report) reporting to the FDIC or NCUA
Experience with retail banking products’ performance and profitability analysis

Preferred

Master’s degree in Finance or MBA
CFA certification or progress toward completion
Experience with SQL and data visualization tools
Knowledge of regulatory requirements (Basel III, Dodd-Frank)
Experience and skills in benchmarking analysis
Experience with developing financial models for new product initiatives
Experience with research in a business context

Company

Datos Insights

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Datos Insights is a business consulting company that makes better decisions for the protection and growth of their client assets.
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