Business Intelligence Analyst - Wealth Management

Posted 23 Hours Ago
New Orleans, LA
Junior
Fintech
The Role
The Business Intelligence Analyst in Wealth Management will design technological solutions, create and distribute enterprise reporting, and support business intelligence capabilities. Responsibilities include analyzing data for profitability reporting, improving reporting processes, developing dashboards, and collaborating with the data management team to document and validate data needs.
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JOB FUNCTION / SUMMARY:

Apply architectural concepts to design technological solutions that meet customer, operational and reporting requirements, leveraging existing technologies when possible, and ensure that new solutions are designed for optimal usefulness.  Assist in the definition, creation, and distribution of enterprise business intelligence reporting.  Maintain knowledge of current BI tools, methods and best practices, and recommend and implement process improvements.  Support current and future information and reporting needs, distributed via electronically or paper-based, at various levels of the organization.  Assist in the development and automation of efficient reporting processes and information retrieval/distribution.  Actively participate in consistent development, testing, and release cycles for promotion of new information/reports to production environments.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Essential Duties:

  • Essential Duties:
  • Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address business issues.
  • Supports current and future Profitability Reporting, including organizational, line of business, customer, officer, and other segments, and ensure timely delivery.
  • Determine any trends, either positive or negative, in the loan and deposit portfolios and researches the reason and implications of such changes(s).
  • Implements the overall strategy for implementation of complex requests for data, including loan and deposit portfolio analytical reports.
  • Continuously works towards maintaining and improving business intelligence capabilities & systems resources including the OFSAA information repository, credit analytics, MCIF system, and other systems as available.
  • Reports template maintenance and updating for package/information delivery.
  • Executes automation reporting strategy.
  • Assists in development, roll-out, and maintenance of dashboards, for both executive and management reporting, across the enterprise.
  • Develops customer, product, segment, and line of business reports and business intelligence analysis.
  • Executes business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
  • Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.

Additional Duties:

  • Performs other duties and special projects as assigned by Senior Management.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Bachelor’s degree in Business, Finance, or related field required; master’s degree preferred
  • At least 1 - 3 years experience in bank reporting and profitability systems
  • An equivalent combination of education, training, and experience may be considered
  • Understanding of banking, financial services, and/or investment industry
  • Advanced understanding of financial reporting and analytics
  • Understanding of reporting tools and platforms, specifically but not limited to Financial Reporting Studio, Oracle Business Intelligence, and Hyperion Essbase SmartView, among others
  • Experience in development and execution through project framework for Business Intelligence and enterprise Informational Delivery strategy
  • Ability to understand complex financial statistics and reports
  • Advanced proficiency in Microsoft Office products including Word, Excel, Access, PowerPoint, and SharePoint

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Top Skills

Hyperion
Oracle
The Company
Gulfport, MS
3,969 Employees
On-site Workplace
Year Founded: 1899

What We Do

We create opportunities for our clients and the communities we serve. We offer a wide array of banking and financial services at locations in Alabama, Florida, Louisiana, Mississippi and Texas.

Through a steadfast commitment to our century-old core values we’ve created a company culture built around respect, diversity and teamwork that recently landed Hancock Whitney on Forbes’ list of America’s Best Midsize Employers.

Our core values are lived out by the actions of our associates throughout our footprint. Commitment to service is not just something that we say on a poster. Its lived out in the actions of the women and men that seek to provide exceptional service every day in our local communities.

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