Business Analyst Advisor

Remote; San Francisco (CA); Hybrid; USD 86,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward, a hybrid, remote-office company, seeks a seasoned analytics professional to align data solutions with business strategy and enhance reporting capabilities.

You will develop and maintain reports, metrics, and ad hoc analyses, driving standardization and data quality across lines. A strong emphasis on partnering with business teams and end-users is core to the role.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically requires a minimum of 8 years of related experience.
• 5+ years work experience preferably in Payments (or adjacent industry).

Responsibilities

• Aligns technology solutions with business strategies to improve reporting capabilities.
• Develops and maintains reports and models for forecasting and analysis.
• Maintains historic and forward-looking business metrics to guide decisions.
• Creates daily, weekly, monthly and quarterly reporting packages with variance analysis.
• Identifies opportunities for process improvement and standardization.
• Drives data definitions and data quality across business lines.
• Supports technology solutions to reduce manual work and improve cycle times.
• Generates ad hoc reports via custom queries against the data warehouse.
• Collaborates with internal and external partners for data needs.
• Develops a consistent view of product performance and ops support.

Skills

Data visualization

Data modeling

Analytical design

Business partnership

End-user adoption

Communicates effectively

Interpersonal savvy

Business acumen

Technical skills

Education

Bachelor's degree or equivalent

Master's degree preferred

Job description

Defining the future of work & living globally

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Aligns technology solutions with business strategies to improve business reporting capabilities, enhance technical analyses, improve forecasting accuracy, facilitate operational planning and refine other such processes to maximize business performance.

What You Will Do:

Uses knowledge of business and data structure to discover and/or anticipate problems where data can be used to solve the problem.

Actively participates in initial and continual development, as well as on-going maintenance of reports and models.

Maintains and refines historic and forward-looking business metrics and statistics that can be used to help guide decision making.

Assists in the creation and compilation of daily, weekly, monthly and quarterly reporting packages, highlighting results and variance analysis.

Identifies and executes opportunities for process improvement and standardization across business lines.

Drives standard definitions around key data elements and identify and support projects related to achieving data consistency, availability and quality.

Provides support, and assists in, driving the identification and implementation of technology solutions to reduce manual processes, enhance controls, improve cycle times, and support consistency.

Generates one-time, ad hoc reports by crafting custom queries against the data repository.

Works closely with internal and external partners to obtain supporting information and data.

Develops a consistent view of product performance and operational support functions.

Other duties as assigned.

What You Will Need:

Bachelor's degree or equivalent education and work experience. Master's degree preferred

Typically requires a minimum of 8 years of related experience with a bachelor’s or equivalent.

5+ years work experience preferably in Payments (or adjacent industry)

Distinguishing Characteristics

Distinguished by advanced expertise in data visualization, data modeling, and end-to-end analytical solution design, combined with a strong focus on business partnership and end-user adoption.

Serves as a champion for intuitive, trusted, and actionable analytics by translating complex business needs into scalable analytical solutions, establishing visualization and analytical best practices, and enabling users to confidently leverage data for decision-making.

Operates as a trusted advisor across business and technical teams and promotes responsible self-service analytics through engagement, education, and continuous improvement.

• Communicates Effectively
• Interpersonal Savvy
• Business Acumen
• Functional/Technical Skills

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $86,000 – $145,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [e-mail]

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.