Purpose Financial

Branch Operations Data Analyst

Purpose Financial

full-time

Posted on:

Location Type: Office

Location: Greenville • South Carolina • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

SQLTableau

About the role

  • Analyze operational performance metrics and derive actionable insights to drive business decisions
  • Identify branch-related and cross-functional operational improvement opportunities
  • Drive the evolution and expanded utilization of data analytics across Branch Operations
  • Translate business and operational data requirements into Key Performance Indicators (KPIs) and actionable reports
  • Develop and deliver reports on-demand using SQL, Tableau, Sigma, and other analytics tools to support operational teams and stakeholders
  • Create and maintain dashboards for recurring executive reporting
  • Validate the accuracy of queries and data through investigation, comparison, and reconciliation across different platforms
  • Ensure data integrity by identifying and escalating issues/concerns in collaboration with internal teams such as Data Governance and IT as well as report users
  • Troubleshoot data-related issues and provide guidance to data teams and analysts
  • Manage multiple complex projects simultaneously while meeting deadlines
  • Serve as a subject matter expert in data analytics and reporting
  • Translate user requirements into technical solutions, including documentation, testing, and end-user training
  • Understand, adhere to, and enforce all corporate policies

Requirements

  • BA/BS in Business / Data Analytics, Computer Science, Information Technology, Statistics, or IT-related area (this requirement may be waived in lieu of required job experience).
  • 3 to 5+ years of proven work experience.
  • Skilled in people management and coaching.
  • Experience in operations, process improvement, consulting, or data analytics.
  • Strong analytical thinking demonstrated through excellent written and oral communication skills.
  • Skilled in negotiating, problem-solving, influencing, and leading others, and executing and implementing projects.
  • Ability to manage multiple projects simultaneously.
  • Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment.
  • Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.
  • Must be eligible to work in the USA and able to pass a background check.
Benefits
  • Competitive Wages
  • Health/Life Benefits
  • Health Savings Account plus Employer Seed
  • 401(k) Savings Plan with Company Match
  • Paid Parental Leave
  • Company Paid Holidays
  • Paid Time Off including Volunteer Time
  • Tuition Reimbursement
  • Business Casual Environment
  • Rewards & Recognition Program
  • Employee Assistance Program
  • Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SQLTableauSigmadata analyticsKey Performance Indicatorsreportingdata validationdashboard creationdata integrityproject management
Soft skills
analytical thinkingwritten communicationoral communicationnegotiatingproblem-solvinginfluencingleadershipcoachingadaptabilityflexibility