Customer Profitability Data Analyst
Insight Global
Job Description
This role will support Profit Data Management (PDM) Customer Activity Based Costing (a.k.a. Profit/ABC), which is an enterprise application and primary source of non-interest expense inputs to the Enterprise Customer Profitability authorized data source. Enterprise Customer Profitability produces risk adjusted profitability data for ~ 190MM customer accounts each month utilizing instrument level operational data.
The scope of Customer Activity Based Costing spans the following lines of business:
Retail, Wealth Management and Business Banking + related support organizations
As a member of the PDM team, this associate will support data analytics and controls, business partner education and consultation including support for research and ad hoc requests, financial transparency into Profit/ABC and General Ledger (GL) differences, change projects, and process improvements. Primary area of support will be Activity Based Costing studies and consultation with our business partners across the Enterprise, development of existing and new business and customer processes to be represented in Profit/ABC, and transforming GL expenses to customer experience sales, fulfillment, service activities.
Responsibilities:
Support Profit/ABC Annual Cost Study refresh, monthly production with analysis, execution of controls and communications to ensure timely and accurate data delivery
Demonstrate proficiency of Profit/ABC methodologies, taxonomy, logic, data lineage and understand strategic uses of customer profitability and ABC data
Field user questions regarding differences between ABC inputs, outputs and GL data
Participate in supporting design and execute testing for changes
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
3+ years of financial/analytical experience in the banking/financial services industry
Strong finance acumen with understanding of banking products and financial statements
Strong research & analytic skills using querying tools and Excel
Ability to translate data into information and create the story
Strong written and oral communication skills
Self-starter with ability to manage multiple tasks/responsibilities simultaneously Accounting, Finance or Business degree
Experience working with cross functional technology, LOB and finance teams
Emerging Technology (Alteryx, Tableau, etc.)
SQL knowledge
Usage and familiarity with customer profitability and activity based (unit) costing concepts helpful null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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