Business Reporting Analyst

Are you an experienced Business Reporting Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Business Reporting Analyst to work at their company in Brookfield, WI.

Position Summary: The selected candidate will be a mat leave coverage and provide professional, knowledgeable cash management advice and support to banking partners/stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

Primary Responsibilities/Accountabilities:

• Leads deal teams to develop, present proposals / pitches for new opportunities.
• Leads prospecting workshops to grow business within the market.
• Applies business development strategies and collaborates with other partners to grow the business and achieve goals.
• Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.
• Participates in deal teams to develop, present proposals / pitches for new opportunities.
• Develops an effective external network to support the identification of new business opportunities.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
• Provides subject matter expertise and assistance with complex deal structuring.
• Acts timely, efficiently, and independently, taking ownership of client satisfaction.
• May include focused calling and pipeline management activities.
• Acts as a central point of contact to answer or resolve queries.
• Advises business clients / partners on cash management and deposits solutions.
• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Develops and manages banking relationships and plans for prospective clients.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops and manages banking relationships and plans for prospective clients.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
• Analyzes financial and related data to determine the client needs of the client for proper structuring of the Bank's products and services that meet client needs.
• Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
• Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.
• Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.
• Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Focus is primarily on business/group within client; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 5 years of relevant experience
• Previous FI experience
• Knowledge of cash flow and working capital analysis.
• Knowledge of cash management products and services – In-depth.
• Knowledge of business investment and lending products – In-depth.
• Knowledge of Personal and Commercial banking products and services - In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.
• Advanced Excel
• Strong written/verbal communication and stakeholder management
• Excel Power Query knowledge
• SQL knowledge an asset
• Power BI experience