Business Analyst, Retail Banking
Posted 2025-04-24Role Type: Contractor
Dates: December 1 ?? January 31 (potential to extend depending on business need)
Hours per week: 40 (working hours are flexible, need to attend regular team meetings on US East Coast time)
Location: US or UK Remote
Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms??as well as the technology and service providers that support them.
We are seeking a contractor to join our Special Projects team as a business analyst. In this engagement, you will collaborate with research leaders on a new benchmarking initiative including concept design, requirements development and testing, and data analysis. This engagement involves analyzing financial data, monitoring performance metrics, and providing insights to support strategic decision-making.
Interested and qualified? To apply, please send your resume to [email protected].
Responsibilities: ?? Compiling business requirements such as bank financial metrics to support the development of a new financial services benchmarking product ?? Communicating with multiple stakeholders to define project objectives, timelines, and milestones ?? Assisting domain experts with project concept development ?? Obtaining, aggregating, and cleaning data ?? Preparing data output for analysis
Requirements: ?? 2 to 5 years of project management or product development experience ?? Bachelor??s degree in Finance, Economics, Accounting, or related field ?? 3+ years of financial analysis experience, preferably in retail banking ?? Advanced Excel skills and proficiency in financial modeling ?? Strong knowledge of banking products and key performance indicators (KPIs) for retail banking operations ?? Experience with financial reporting systems and databases ?? Excellent analytical and problem-solving abilities ?? Experience partnering with senior executives in scoping, planning, and execution of key initiatives ?? Experience in product research, prototyping, and A/B testing capabilities ?? Understanding of bank or credit union financial statements and reporting ?? Familiarity with quarterly Statement of Condition (Call Report) reporting to the FDIC or NCUA ?? Experience with retail banking products?? performance and profitability analysis
Desired, but not required:
?? Experience and skills in benchmarking analysis
?? Experience with developing financial models for new product initiatives
?? Experience with research in a business context
Preferred Qualifications: ?? Master??s degree in Finance or MBA ?? CFA certification or progress toward completion ?? Experience with SQL and data visualization tools ?? Knowledge of regulatory requirements (Basel III, Dodd-Frank)
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