Business Analyst II (Commercial & Consumer Lending – Revenue Operations)

1 month ago
Full-time
Junior
Business Intelligence
Pathward

Pathward

Pathward is a federally registered financial institution that enhances financial inclusion by offering a robust banking infrastructure and a variety of financial solutions to support businesses in accessing the necessary funds for growth.

Diversified Financial Services
251-1K
Founded 1954

Description

  • Identify and solve data-driven problems across Commercial and Consumer Lending using business process, data structure, and reporting knowledge.
  • Develop, enhance, and maintain dashboards, models, and reporting solutions for revenue, pipeline, funding, and performance management.
  • Build and maintain Power BI dashboards, including data modeling, DAX calculations, and visualizations for forecasting and KPI tracking.
  • Design and enhance Power Apps solutions to support workflows, tracking tools, and data collection.
  • Develop Salesforce reports and dashboards and support stage logic analysis and data accuracy efforts.
  • Prepare daily, weekly, monthly, and quarterly reporting packages for senior leadership, including trend and variance analysis.
  • Support data governance by reinforcing standard definitions, improving data quality, and identifying system gaps.
  • Produce ad hoc reports and advanced analyses for executive requests, go-to-market business cases, and strategic initiatives.
  • Automate manual reporting processes and improve operational efficiency through technology solutions.
  • Collaborate with Sales, Product, FP&A, Credit, Operations, and Revenue Operations to gather requirements and deliver scalable solutions.

Requirements

  • Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or a related field, or equivalent work experience.
  • Typically 3+ years of experience in business analytics, revenue operations, financial reporting, or a related analytical role.
  • Experience with Salesforce reporting and data structure is preferred.
  • Experience with Power BI dashboard development and DAX is preferred.
  • Experience with Microsoft Power Platform, especially Power Apps, is preferred.
  • Experience in financial services, lending, or revenue performance environments is preferred.
  • Strong analytical mindset with the ability to translate data into business insight.
  • High attention to detail and strong data integrity focus.
  • Ability to manage multiple priorities and shifting deadlines.
  • Strong organizational and multitasking skills.
  • Comfort working in fast-paced, cross-functional environments.
  • Ability to communicate technical findings to non-technical stakeholders.

Benefits

  • Salary range of $60,000 to $100,500.
  • Eligible for an annual performance-based incentive opportunity.
  • Comprehensive health insurance benefits.
  • 401(k) retirement benefits.
  • Life insurance coverage.
  • Disability benefits.
  • Paid time off.
  • Hybrid remote-office work environment with onsite locations in Sioux Falls, Scottsdale, Louisville, Troy, Franklin, and Easton.

Interested in this position?

Apply directly on the company website

Apply Now

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