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Business Analyst II (Commercial & Consumer Lending - Revenue Operations)Pathward, N.A. • New York, New York, United States
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Business Analyst II (Commercial & Consumer Lending - Revenue Operations)

Pathward, N.A.
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Postuler Maintenant

À propos

Business Analyst II (Commercial & Consumer Lending – Revenue Operations) Remote
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.
About the Role Aligns data, reporting, and technology solutions with Commercial & Consumer Lending business strategy to enhance forecasting accuracy, improve reporting capabilities, drive operational efficiency, and support revenue performance management. Partners closely with Revenue Operations and business leaders to translate complex data into actionable insights across Salesforce, Power BI, and Power Platform environments.
What You Will Do
Use knowledge of business processes, data structure, and reporting systems to identify and solve data-driven problems across Commercial & Consumer Lending.
Actively participate in the development, enhancement, and maintenance of dashboards, models, and reporting solutions supporting revenue, pipeline, funding, and performance management.
Develop and maintain Power BI dashboards, including data modeling, DAX calculations, and visualization design to support forecasting, funding calendars, conversion ratios, and KPI tracking.
Design and enhance Power Apps solutions to support business workflows, tracking tools, and data collection initiatives.
Develop Salesforce reports and dashboards, support stage logic analysis, and partner with stakeholders to ensure data accuracy and usability.
Assist in daily, weekly, monthly, and quarterly reporting packages, highlighting results, trends, and variance analysis for senior leadership.
Support data governance efforts by reinforcing standard definitions, improving data quality, and identifying gaps across systems.
Generate ad hoc reports and perform advanced data analysis to support executive requests, GTM business cases, and strategic initiatives.
Identify opportunities to automate manual reporting processes and improve operational efficiency using technology solutions.
Work closely with internal stakeholders including Sales, Product, FP&A, Credit, and Operations to gather requirements and deliver scalable reporting solutions.
Manage multiple reporting and analytics workstreams simultaneously while maintaining accuracy and timeliness.
Develop a consistent view of product performance and operational support metrics.
Other duties as assigned.
What You Will Need
Bachelor's degree in Business, Finance, Information Systems, Data Analytics, or related field, or equivalent work experience.
Typically 3+ years of experience in business analytics, revenue operations, financial reporting, or related analytical role.
Preferred experience includes:
Salesforce reporting and data structure
Power BI dashboard development and DAX
Microsoft Power Platform, especially Power Apps
Financial services, lending, or revenue performance environments
Strong analytical mindset with ability to translate data into business insight
High attention to detail and data integrity
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
Communicates Effectively
Interpersonal Savvy
Business Acumen
Functional/ Technical Skills
Analytical Thinking
Process Improvement Orientation
Salary range: $60,000 – $100,500
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
Equal Opportunity Employer Pathward is an equal employment opportunity employer and considers candidates for roles without regard to race, sex, national origin, ethnicity, age, disability or any other category protected by law.
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  • New York, New York, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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