Business Analyst

Apex Systems; Charlotte (NC); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life Insurance

Disability Insurance

ESPP

401K with company match

HSA

Employee Assistance Program (EAP)

Discount program

Job summary

Everforth Apex Systems is seeking a Business Analyst to join our Charlotte team. You will develop, automate, and maintain weekly and monthly reporting routines and dashboards, and support AI-enabled reporting initiatives to improve decision making.

The role requires collaboration with business, data, and technology teams to ensure governance, KPI frameworks, and performance monitoring, with a focus on operational efficiency and scalable analytics.

Qualifications

• Bachelor's degree required for this role.
• 5+ years of experience in business analysis, reporting, analytics, or performance management.
• Strong proficiency with Excel, SQL, and BI tools (Power BI/Tableau).

Responsibilities

• Develop, automate, and maintain weekly and monthly digital and marketing performance reporting routines and dashboards.
• Support the design, testing, and implementation of AI-enabled reporting and analytics agents.
• Develop and enhance KPI frameworks, scorecards, and operational performance metrics.
• Proactively monitor production, balances, and marketing performance data to identify anomalies, trends, and risks.
• Perform root cause analysis and partner with business, data, and technology teams to resolve performance variances.
• Identify opportunities to improve operational efficiency and standardize reporting processes through automation.
• Define, implement, and monitor metrics and controls to ensure adherence to business processes and governance standards.
• Document and standardize reporting methodologies, KPI definitions, and AI-enabled processes.

Skills

Analytical skills

Problem solving

Process optimization

Data interpretation

Communication

Education

Bachelor's Degree

Tools

Excel

SQL

Power BI

Tableau

Qlik

Python

Job description

Job#: 3053711

Job Description

Business Analyst

Location: Charlotte, North Carolina (Onsite)

Role Overview

We are seeking a Business Analyst to join our team. The successful candidate will be responsible for developing, automating, and maintaining reporting routines and dashboards. This role involves supporting the design and implementation of AI-enabled reporting, enhancing KPI frameworks, and monitoring performance data to identify trends and risks. The position requires partnership with business, data, and technology teams to ensure operational efficiency and adherence to governance standards.

Key Responsibilities

• Develop, automate, and maintain weekly and monthly digital and marketing performance reporting routines and dashboards.
• Support the design, testing, and implementation of AI-enabled reporting and analytics agents.
• Develop and enhance KPI frameworks, scorecards, and operational performance metrics.
• Proactively monitor production, balances, and marketing performance data to identify anomalies, trends, and risks.
• Perform root cause analysis and partner with business, data, and technology teams to resolve performance variances.
• Identify opportunities to improve operational efficiency and standardize reporting processes through automation.
• Define, implement, and monitor metrics and controls to ensure adherence to business processes and governance standards.
• Document and standardize reporting methodologies, KPI definitions, and AI-enabled processes.

Required Qualifications

Education: A Bachelor's Degree is required.

Experience: 5+ years of experience in business analysis, reporting, analytics, process improvement, or performance management.

Technical Skills

• Strong analytical, problem-solving, and process optimization skills.
• Experience with Excel, SQL, Power BI, Tableau, or similar reporting and analytics tools.
• Ability to translate complex data into actionable business insights.

Preferred Qualifications

• An MBA is preferred.
• Experience with AI, automation, digital analytics, or performance reporting.
• Experience supporting digital banking, deposits, marketing, customer acquisition, or performance analytics functions.
• Experience developing KPI frameworks, scorecards, and executive performance reporting.
• Familiarity with AI, generative AI, agent development, automation tools, or workflow optimization initiatives.
• Experience identifying and implementing operational excellence and process improvement opportunities.
• Experience creating controls, governance routines, and performance metrics.
• Knowledge of data quality management, anomaly detection, and root cause analysis methodologies.
• Experience with Power BI, Tableau, Qlik, SQL, or Python.
• Experience working in Agile, product, marketing, analytics, or cross-functional business environments.
• Financial services, digital marketing, or customer analytics experience.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.