Operations Analytics Manager

Purpose Financial; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

PTO & parental leave

Tuition reimbursement

Volunteer days

Hybrid work model

Performance incentives

Job summary

Purpose Financial is seeking a Manager, Branch Operations Analytics to lead our analytics strategy for the Branch Operations group, build a high-performing team, and deliver insights that move the business forward.

Hybrid preferred with remote consideration for applicants in Charlotte/Atlanta area; you will mentor analysts, develop KPI dashboards, and ensure data quality and governance across the organization.

Qualifications

• 5–7+ years of data analytics, operations, or related field.
• 2+ years of people management experience.
• Proficient in SQL, Tableau, and Sigma.
• Track record of analytics strategies tied to business outcomes.
• Strong communication across technical and non-technical audiences.

Responsibilities

• Own analytics strategy for Branch Operations and deliver insights.
• Translate big-picture goals into actionable analytics roadmaps.
• Champion expanded use of data analytics across the organization.
• Directly manage, mentor, and develop a team of Branch Operations Data Analysts.
• Set expectations, coach, and conduct performance reviews.
• Oversee KPIs, dashboards, and executive-level reporting.
• Ensure outputs are accurate and aligned with business objectives.
• Leverage SQL, Tableau, Sigma to drive high-quality results.
• Build cross-functional relationships with Operations, IT, Finance.

Skills

SQL

Tableau

Sigma

Data analytics

People management

Communication

Leadership

Education

BA/BS in Business, Data Analytics, CS, Statistics

Tools

Tableau

Sigma

Job description

Hybrid preferred – Remote considered for applicants in the Charlotte, Atlanta (EST zone) area

We are on a mission. Are you?

At Purpose Financial, data isn't just a function — it's a force. It drives every decision, shapes every strategy, and powers the work we do for millions of customers across 23 states. We're looking for a Manager, Branch Operations Analytics who is ready to lead boldly, think strategically, and make data matter.

If you're the kind of leader who turns complexity into clarity and inspires teams to do their best work — we want to hear from you.

What You'll Do

You'll own the analytics strategy for Branch Operations — building the frameworks, leading the team, and delivering the insights that move our business forward.

Here's what that looks like day to day:

Lead with Vision

• Drive the Branch Operations analytics strategy in alignment with company OKRs and executive priorities
• Translate big-picture goals into actionable analytical roadmaps
• Champion the expanded use of data analytics across the organization

Show Up to Coach Up

• Directly manage, mentor, and develop a team of Branch Operations Data Analysts
• Set clear expectations, provide ongoing coaching, and conduct meaningful performance reviews
• Foster a high-performing, collaborative team culture grounded in Purpose Financial's core values
• Oversee the design and delivery of KPIs, dashboards, and executive-level reporting
• Ensure analytical outputs are accurate, relevant, and aligned with business objectives
• Leverage SQL, Tableau, Sigma, and other analytics tools to drive consistent, high-quality results

Embody Integrity

• Establish and enforce data quality standards and governance practices across all deliverables
• Serve as the escalation point for data integrity issues — coordinating resolution across teams
• Ensure compliance with data governance policies and best practices

Care. Always.

• Build and maintain strong cross-functional relationships with Operations, IT, Finance, and beyond
• Manage multiple complex projects simultaneously while keeping stakeholders informed and aligned
• Translate business needs into technical solutions — from documentation to end-user training

What You Bring

• 5–7+ years of proven experience in data analytics, operations, or a related field
• 2+ years of people management experience — coaching, mentoring, and developing talent
• Deep proficiency in SQL, Tableau, and/or Sigma
• A track record of developing and executing analytics strategies tied to business outcomes
• Exceptional communication skills — you make data land with both technical and non-technical audiences
• A decisive, solutions-oriented mindset — you see the gap and you close it
• BA/BS in Business, Data Analytics, Computer Science, Statistics, or a related field

Why Purpose Financial?

We’re always looking for team members who are passionate about helping people find financial stability — and we take care of the people who take care of our customers.

Comprehensive Health & Welfare Benefits — medical, dental, vision, and more

401(k) with Matching Contributions — we invest in your future

Generous PTO + Paid Parental Leave — because life happens

Tuition Reimbursement — we’ll help you get where you want to go

Volunteer Days — two paid days off to give back to your community

Hybrid Workforce Support — flexibility that works for you and your team

Performance Incentives & Awards — your hard work gets recognized

Our Values Aren't Words on a Wall. They're the actions we live by every day. At Purpose Financial, every team member is empowered to lead — guided by nine core values that shape our culture and strengthen everything we do.

Ready to Find Your Purpose?

Location: Hybrid preferred – Remote considered for applicants in the Charlotte, Atlanta (EST zone) area

Attire: Business Casual

Purpose Financial is an equal opportunity employer. Must be eligible to work in the USA and able to pass a background check.

Purpose Financial will not provide sponsorship for employment-based visas or immigration benefits for this position. Applicants must be legally authorized to work in the United States without requiring immigration sponsorship now or in the future.

Current or future (next 10 years) immigration sponsorship includes, for example: H-1B, E-3, TN, O-1, CPT, STEM OPT, or any immigration work authorization requiring a written submission from the company to a government agency or otherwise requiring the entry of the company as your immigration employer of record in government records.