Business Data Analyst - Corporate Real Estate

DataJobs; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Pension plan

Job summary

Truist’s Corporate Real Estate and Workplace (CREW) team seeks a Business Data Analyst II to turn operational and financial data into actionable datasets and dashboards. This onsite role in Charlotte, NC focuses on data prep, visualization, and automation, with proofs of concept for Agentic AI and Microsoft Copilot.

Responsibilities include collaborating with stakeholders, building reusable datasets, and developing Power BI reporting to monitor performance and guide decisions.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 2–5 years of related experience.
• Experience using SQL to query, transform and validate data from enterprise platforms.
• Focus on process automation to improve efficiency.
• Experience developing BI reporting and data visualizations in Power BI.

Responsibilities

• Collaborate with CREW stakeholders to translate questions into data requirements for reporting and automation.
• Build, test, and maintain reusable datasets and analytical models using SQL and/or Python.
• Create and support Power BI datasets, dashboards, and visualizations for leaders to monitor performance and trends.
• Assess data quality, investigate anomalies, document business rules and lineage, and coordinate remediation with data owners.

Skills

SQL

Python

Power BI

Power Apps

Power Platform

Agentic AI

Microsoft Copilot

Education

Bachelor’s degree

Tools

Snowflake

Power Apps

Power Platform

Job description

The Business Data Analyst II role supports Truist’s Corporate Real Estate and Workplace (CREW) team by turning operational and financial information into dependable datasets, dashboards, and reporting that leaders can act on. This onsite position in Charlotte, NC focuses on data preparation, visualization, and automation, with time set aside to evaluate Agentic AI and Microsoft Copilot proofs of concept.

What you’ll do

• Collaborate with CREW business and technology stakeholders to translate operational and financial questions into requirements for data, reporting, visualization, and automation.
• Build, test, document, and maintain reusable datasets and analytical models using SQL and/or Python, drawing from Snowflake and other approved enterprise systems.
• Create and support Power BI datasets, dashboards, and visualizations so leaders and business partners can monitor performance, recognize trends, and make informed decisions.
• Assess data completeness, accuracy, and consistency; investigate anomalies; document business rules and lineage; and coordinate remediation with data owners, source-system teams, and platform administrators.
• Apply knowledge of CREW processes and financial operations to interpret analytical results, not just produce reports.
• Identify and support automation opportunities across financial operations, emphasizing controls, traceability, process efficiency, and sustainable support models.
• Explore Agentic AI and Microsoft Copilot use cases by developing proofs of concept, evaluating feasibility and business value, and documenting requirements, limitations, risks, and recommended next steps.
• Use Microsoft Power Apps and related Power Platform capabilities when appropriate to develop or enhance lightweight solutions that improve data capture, workflow execution, and user experience.
• Lead small analytical or automation initiatives and contribute to larger cross-functional efforts, managing dependencies, risks, testing, stakeholder communication, and implementation activities.
• Explain complex data, technical concepts, and analytical findings to varied audiences using concise narratives, visualizations, and recommendations.
• Work independently with minimal guidance, exercising judgment across multiple information sources and serving as a resource to teammates and business partners.

Requirements

• Bachelor’s degree and 2-5 years of related experience, or an equivalent combination of education and experience.
• In-depth knowledge of principles, practices, theories, and/or methodologies in a professional discipline (for example, information technology, project management, finance, risk management, or related areas).
• Experience using SQL to query, join, transform, and validate data from enterprise platforms or cloud data warehouses.
• Focus on process automation to improve efficiency.
• Understands foundational concepts of other related professional disciplines.
• Experience developing business intelligence reporting and data visualizations in Power BI or a comparable enterprise analytics platform.
• Knowledge of the industry’s competitive landscape and factors that differentiate Truist and its competitors.
• Ability to interpret and explain complex information to different audiences and build consensus among stakeholders.
• Ability to work independently, prioritize multiple assignments, and provide direction or knowledge-sharing to less experienced teammates.

Technology stack

• SQL, Python, Snowflake, Power BI
• Microsoft Power Apps, Power Platform
• Microsoft Copilot

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
• 10 sick days (prorated)
• Paid holidays
• Depending on position and division: defined benefit pension plan, restricted stock units, and a deferred compensation plan

Additional details

• Employment type: Regular
• Language: English (Required)
• Work shift: 1st shift (United States of America)
• Work authorization: Truist will not sponsor an applicant for work visa status or employment authorization for this position, and does not offer immigration-related support (including H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status).

Preferred qualifications

• Knowledge of data quality, reconciliation, documentation, controls, and end-to-end data processes.
• Experience supporting process improvement, reporting automation, or workflow automation initiatives.
• Experience managing small to mid-size projects or workstreams with moderate complexity.
• Experience using SQL and/or Python for data preparation, analysis, automation, or prototyping.
• Strong experience with Microsoft Power Apps and related Power Platform capabilities.
• Financial acumen, including experience with financial analysis, operational analytics, forecasting, reconciliation, or management reporting.
• Experience with Snowflake and development of governed, reusable datasets for reporting and analytics.
• Experience exploring Agentic AI use cases or building proofs of concept in Microsoft Copilot or comparable enterprise AI platforms.
• Experience supporting corporate real estate, workplace, facilities, capital projects, or related operational functions.