Business Analyst | Commercial Finance & Analytics at Popular Bank in San Juan, Puerto Rico

Job Description:

Position Title: Business Analyst | Commercial Finance & Analytics

Date: Dec 4, 2024

Location: San Juan, PR

Company: Popular Bank

General Description

• The business analysis designs and executes data mining, performs analysis on originations and portfolio databases, prepares reports and dashboards. Manage the monthly process of the business banking Datamart in EDW, while ensuring data quality and integrity. Responsible for administering pricing tool application. Performs customer and profitability analysis to identify business strategies based on advance analytics.

Essential Duties and Responsibilities

• Responsible of Business Banking Datamart monthly update process, monitoring ETL and input files, establish controls and validations to ensure data quality.
• Administer Pricing Tool application, manage and implement programming changes and incidents if required.
• Perform database analysis to leverage customer information, balances, fees, transactions, new money, new accounts, product sales and other business OKR’s.
• Develop analysis and recurrent reports for management to measure business goals and results. Provide concise data reports and clear data visualizations for management.
• Responsible for developing, updating and supporting Power BI Dashboards for commercial originations and portfolio databases.
• Support initiative to grow business by developing list of potential customers to be targeted for marketing campaigns. Provide marketing campaigns efforts results.
• Develop and maintain profitability models to forecast the financial impact of segment initiatives.
• Support new projects and provide recommendations to enhance revenue streams, increase product sales, reduce costs, and optimize overall financial performance.
• Collaborate with segment owners to prioritize initiatives based on expected profitability and implementation feasibility.
• Develop reports, dashboards, and/or presentations to communicate financial performance and management insights.
• Partner with business analysts to leverage advanced analytics to drive customer segment profitability

Supervisory Responsibilities:

This Job has no supervisory responsibilities but in special circumstances may lead the work of others.

Education

• Bachelor's degree in Business Administration with a major in Finance, Economics, Information Systems or a related field. A Master’s degree is preferred.

Experience

• At least three years of related experience as a Business Analyst, Financial Analyst, or similar role.

Knowledge, Skills and Abilities (KSA's)

• Ability to perform databased, quantitative analysis and expertise in customer segmentation.
• Proficiency in data analysis tools (e.g., SAS, Excel, SQL, Power Query, Power BI, Power Automate) and experience with business intelligence and visualization tools (e.g., Power BI).
• Familiarity with banking products, services, and retail banking operations.
• Excellent communication skills with the ability to present complex financial concepts in a clear and concise manner.
• Strong problem-solving and critical-thinking abilities, with a keep attention to detail.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Capable of working under pressure and complying with deadlines.
• Excellent interpersonal and teamwork skills.
• Strong Oral Communication: (Spanish and English): Speaks clearly and persuasively in positive or negative situations. Demonstrates polished presentation skills.
• Strong Written Communication: (Spanish and English): Writes clearly and informatively. Edits work for spelling and grammar; presents numerical data effectively.

Work Schedule

• Schedule: Monday through Friday from 9:00 a.m. to 6:00 p.m.
• Available to work extended hours, holidays, Saturdays, and Sundays.

Values

Passion for PeopleSucceed TogetherOwn Every MomentBuild the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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Job Segment: Quantitative Analyst, Data Analyst, Analytics, Data, Management

PI256166019

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