Business Analyst, Retail Banking (contract)
Posted 2025-04-22Role 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 dataPreparing 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 initiativesExperience 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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