Banking Data & Analytics SME 5514

Tier4 Group; Atlanta (GA); On-site; USD 140,000 - 180,000; Full time

Job summary

Tier4 Group seeks a Banking Data & Analytics SME to bridge business needs with data and analytics teams during a major banking transformation. You will shape data-driven solutions to improve customer insights, profitability, reporting, growth, and risk management.

The candidate brings 12+ years in business analysis/consulting with 5+ years in U.S. banking, and proven success delivering Customer 360, data warehousing, or lakehouse initiatives. Strong workshops and requirements skills expected.

Qualifications

• 12+ years of experience in Business Analysis, Product Ownership, Consulting, or related disciplines.
• 5+ years of direct banking industry experience supporting U.S. financial institutions.
• Proven success delivering banking data, analytics, reporting, Customer 360, data warehouse, or lakehouse initiatives.
• Strong understanding of retail and commercial banking products, operations, and performance metrics.
• Demonstrated ability to facilitate executive-level workshops and stakeholder discussions.
• Experience gathering requirements and translating business needs into technical specifications.
• Strong communication, presentation, and stakeholder management skills.
• Working knowledge of Agile methodologies, UAT, and change management processes.

Responsibilities

• Lead discovery sessions and workshops with executives, business leaders, product owners, and operational teams.
• Translate business goals into data, reporting, and analytics requirements.
• Define KPI calculations, business rules, dimensional models, data quality standards, and reporting definitions.
• Work with data architects, engineers, BI developers, and analytics teams to develop trusted data assets.
• Support Customer 360, reporting, profitability, growth, and operational analytics initiatives.
• Ensure data models and reporting platforms support current needs and future AI-driven capabilities.

Skills

Stakeholder mgmt

Business analysis

Requirements gathering

Data translation

KPI design

Agile

Presentation skills

Communication

Education

CBAP

PMI-PBA

CSPO

Tools

Power BI

SQL

Azure

Salesforce

Job description

Position: Banking Data & Analytics Subject Matter Expert (SME)

We are seeking a seasoned Banking Data & Analytics Subject Matter Expert (SME) to support a major banking transformation initiative. This individual will serve as the critical link between business stakeholders and technical teams, bringing deep expertise in retail and commercial banking while helping shape data-driven solutions that improve customer insights, profitability, reporting, growth, and risk management.

The ideal candidate combines strong banking domain knowledge with experience leading business and data initiatives, translating complex business needs into actionable requirements for data, analytics, and engineering teams.

Key Responsibilities:

Banking Consulting & Stakeholder Engagement

Lead discovery sessions and workshops with executives, business leaders, product owners, and operational teams.

Provide expertise across retail and commercial banking products, processes, customer journeys, and performance metrics.

Identify key business challenges, opportunities, KPIs, and analytical use cases.

Challenge assumptions and recommend best practices based on banking industry experience.

Partner with stakeholders to prioritize initiatives based on business value, data readiness, and risk considerations.

Business & Data Translation:

Translate business goals into detailed data, reporting, and analytics requirements.

Define KPI calculations, business rules, dimensional models, data quality standards, and reporting definitions.

Work closely with data architects, engineers, BI developers, and analytics teams to develop trusted business-ready data assets.

Support Customer 360, reporting, profitability, growth, and operational analytics initiatives.

Ensure data models and reporting platforms support current business needs and future AI-driven capabilities.

Required Qualifications:

12+ years of experience in Business Analysis, Product Ownership, Consulting, or related disciplines.

5+ years of direct banking industry experience supporting U.S. financial institutions.

Proven success delivering banking data, analytics, reporting, Customer 360, data warehouse, or lakehouse initiatives.

Strong understanding of retail and commercial banking products, operations, and performance metrics.

Demonstrated ability to facilitate executive-level workshops and stakeholder discussions.

Experience gathering requirements and translating business needs into technical specifications.

Strong communication, presentation, and stakeholder management skills.

Working knowledge of Agile methodologies, user acceptance testing, and change management processes.

Preferred Qualifications:

Experience working with regional or mid-sized banks.

Microsoft Fabric, Azure Data Services, Power BI, SQL, or Salesforce experience.

Exposure to data governance, metadata management, and master data initiatives.

Experience defining banking metrics related to deposits, lending, profitability, customer relationships, churn, cross-sell, and executive reporting.

CBAP, PMI-PBA, CSPO, or other relevant certifications.