Business Insights Analyst - Client Services

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

Overall Purpose

Interprets complex business issues leveraging data to bring timely insights, identifying opportunities to drive business growth and value for our overall client experience. You role will synthesize complex data from multiple sources to deliver business insights and strategic guidance to Client Engagement, Sales, Service and Product. This role will work in partnership with Client Engagement business leaders to help solve specific business problems using internal and external data and various data manipulation and visualization tools to achieve goals.

Essential Functions

• Analyzes large, complex data sets to address strategic and operational business questions.
• Distills and communicates key insights across all levels of the organization.
• Develops frameworks, models, tools, and processes to institutionalize findings.
• Collaborates with internal teams to drive continuous improvement in processes and services.
• Undertakes and completes a variety of complex data analysis initiatives requiring specialist knowledge and/or integration of information.
• Interprets and analyzes data from multiple sources, providing key analytics and reports.
• Provides actionable recommendations based on analysis results across various stakeholders and teams.
• Oversees and/or independently performs analytics tasks end to end.
• Translates business requirements into high-level functional specifications in support of business intelligence initiatives.
• Defines, designs, control tests and data flows sales and support workflows in Salesforce.
• Supports the company's commitment to protect the integrity and confidentiality of systems and data.
• The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Qualifications

• Highly engaged, self-starter with ability to balance achieving results and fostering collaboration.
• Education and experience typically obtained through completion of a bachelor's degree in computer science, Information Systems, Business Management, or specialized training/certification.
• Minimum of 2 or more years of Business Insights analysis, and reporting or similar technical experience.
• Ability to define, design, control test and data flow sales and support workflows in Salesforce.
• Expert understanding of visual display of quantitative information concepts and best practices
• Proven knowledge of multiple business intelligence tools (Examples: SAS/SQL/ R, Visual Basic, Python, SQL SSRS, Tableau, or other data visualization tool).
• Strong analytical skills are required to interpret data and draw conclusions
• Proficient PC skills including advanced competency in PowerPoint
• Effective written, verbal, and presentation communication skills with ability to tailor to varying audiences and confidence and poise to present at all levels effectively
• Ability to translate business & functional requirements into specifications for Salesforce development.
• Demonstrated experience in planning and orchestrating data acquisition improvement
• Background and drug screen

B2B Client Engagement Preferred Qualifications

• Provide expertise and dedicated support to Client Engagement including opportunity sizing and prioritization by using internal and external data
• Identify and recommend client target opportunities for EWS to improve engagement
• Define and measure the outcomes of engagements by gathering and analyzing necessary data
• Produce and automate cadenced reports for management, including input on return on engagement investment and data-informed recommendations
• Collaborate with web and UX managers to review self-service website performance and opportunities to improve performance
• Proven knowledge of multiple engagement tools (Examples: Salesforce, Service Now, Jira, Google Analytics, email automation software and the like).

Preferred Qualifications

• Financial industry experience
• Tableau Certified Professional
• Six Sigma certification (at Green Belt level) OR experience with statistical methods
• Statistical Software Package (R, SAS, SPSS, etc.)
• Advanced knowledge of SQL Server Reporting Services (SSRS), Tableau, Crystal Reports or Other Data Visualization Software
• Salesforce CRM process, reporting and workflow development
• Knowledge of Data Structures
• ETL/SSIS development knowledge

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Some of the Ways We Prioritize Your Health and Happiness

• Healthcare Coverage-Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.

• 401(k) Retirement Plan-Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.

• Paid Time Off -Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.

• 12 weeks of Paid Parental Leave

• Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.

AndSOmuch more! We continue to enhance our program, so be sure tocheck our Benefits page here for the latest. Ourteamcan share more during the interview process!

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.