Business Analyst, Tech & Ops

Axos Bank; San Diego (CA); On-site; USD 70,000 - 78,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Axos Bank is seeking a Business Analyst to analyze business processes, develop data-driven solutions, and deliver dashboards using Tableau and SSRS. You will gather requirements from stakeholders, write SQL queries, and implement reporting and automation projects to improve efficiency and decision-making.

The role is on-site at our San Diego HQ, with opportunities to optimize workflows and contribute to AI-enabled initiatives while collaborating across teams and levels of the organization.

Qualifications

• Associate's degree required.
• Experience in business analysis, data analysis, or a related role.
• Strong SQL skills for querying, data manipulation, and performance optimization.
• Experience with data visualization tools such as Tableau, SSRS, or similar platforms.
• Experience developing reports, dashboards, or automation solutions.
• Exposure to or interest in AI and workflow automation tools preferred.
• Strong communication skills with the ability to work across technical and non-technical stakeholders.
• Proven ability to manage multiple priorities and operate independently.

Responsibilities

• Analyze business processes to identify inefficiencies, risks, and opportunities for optimization.
• Translate business needs into clear requirements and actionable solution designs.
• Develop interactive dashboards and reports that visualize complex data and deliver meaningful insights to stakeholders.
• Collaborate with stakeholders across multiple levels to align on priorities and deliver solutions.
• Lead projects from concept through implementation and deliver measurable business value.
• Design, develop, and implement reporting, analytics, automation, and AI-driven solutions.

Skills

SQL skills

Data analysis

Communication

Education

Associate's degree

Tools

Tableau

SSRS

Report Builder

Job description

Axos Bank

Target Range

$70,304.00 /Yr. - $78,000.00 /Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

Axos is seeking a Business Analyst with experience in analyzing business processes. Ability to identify areas for improvement and develop solutions to enhance efficiency and productivity. Collaborate with stakeholders and cross-functional teams to gather requirements and ensure successful implementation of projects. Conducts research and prepares reports to support decision-making. The ideal candidate will have experience writing, optimizing, and maintaining SQL queries for data extraction and reporting. Experience developing interactive dashboards, visualizing complex datasets, and deriving meaningful business insights using Tableau and Microsoft Report Builder.

This position will be 100% on-site at our HQ in San Diego, CA.

Partner with stakeholders across the organization to identify opportunities, gather requirements, and lead projects from concept through implementation while delivering measurable business value. Design, develop, and implement reporting, analytics, automation, and AI-driven solutions that improve operational efficiency, support decision-making, and drive continuous improvement.

Requirements

Business Analysis & Process Improvement

• Analyze business processes to identify inefficiencies, risks, and opportunities for optimization
• Translate business needs into clear requirements and actionable solution designs aligned with organizational goals.

Data Analysis & Reporting

• Write, optimize, and maintain SQL queries to support data extraction, reporting, and analysis
• Develop interactive dashboards and reports that visualize complex data and deliver meaningful insights to stakeholders

Stakeholder Engagement & Communication

• Partner with stakeholders across multiple levels (executive leadership, operations, and technical teams) to align on priorities and deliver solutions
• Present findings, recommendations, and project updates in clear, concise, and compelling formats

Collaboration & Team Contribution

• Work closely with other analysts to share knowledge, support initiatives, and improve team standards and practices
• Contribute to continuous improvement efforts, including automation, standardization, and adoption of new tools and technologies

Qualifications

• Associate's degree required
• Experience in business analysis, data analysis, or a related role
• Strong SQL skills for querying, data manipulation, and performance optimization
• Experience with data visualization tools such as Tableau, SSRS, or similar platforms
• Experience developing reports, dashboards, or automation solutions
• Exposure to or interest in AI and workflow automation tools (e.g., Copilot, n8n, etc.) preferred
• Strong communication skills with the ability to work across technical and non-technical stakeholders
• Proven ability to manage multiple priorities and operate independently
• Strong analytical and problem-solving skills with attention to detail

Axos Employee Benefits May Include

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)