Reporting Analyst
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Reporting Analyst participates in or leads projects related to process improvement, optimization, and project implementations in support of the Loan Serving, Deposit Operations and Electronic Banking teams. This is a highly visible position that is crucial to assisting the teams in meeting their goals and objectives.
Responsibilities
- Responsible for the analysis, completion, and presentation of monthly board reporting for transactional products and services.
- Be able to analyze and derive insights from large amounts of data that support and guide optimal performance. Also, be meticulous when it comes to preparing documentation and reports.
- Develop and translate quantitative analyses and findings into accessible visuals for non-technical audiences, providing a clear view into interpretation of the data.
- Develop action plans and recommendations based on knowledge acquired researching the competitive marketplace, business processes and other dynamics impacting the supported business units.
- Establish key performance indicators, identify problems and shortfalls, and propose solutions to optimize performance.
- Serves as project manager for process improvement initiatives and optimizations.
- Coordinates with vendors and internal departments to develop and maintain project schedules, prepare documentation, manage and monitor project activities, design and coordinate testing and evaluating the overall project.
- Assists in mapping and flowcharting of operational process to continually challenge the status quo.
Qualifications
- Bachelors degree with focus in Business Analytics or related (Math, Analytics, Computer Science).
- 5+ years of data reporting or business analyst experience in either banking or financial industries preferred.
- Advanced skills in Word, Excel (e.g. macros, VBA, pivot tables), PowerPoint and Visio (e.g. flow diagrams). Experience with other database and data reporting software such as MySQL, Microsoft SQL, Power BI, Snowflake etc. a plus.
- Strong verbal and written communication skills
- Possesses the ability to interact professionally with all levels within the organization
- Has an entrepreneurial spirit and the ability to develop innovative ideas and solutions
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.