Consumer Insight & Strategy Analyst

vnbcareers; Morristown (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

vnbcareers seeks a Senior Business Analyst to drive data‑driven decision making across consumer banking products and channels. The role emphasizes analyzing trends, building executive dashboards, and translating insights into clear narratives for senior leadership.

You will collaborate with data science and analytics teams, develop compelling presentations, and ensure outputs are accurate and actionable for leadership forums.

Qualifications

• Bachelor's degree in Business Administration or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
• Minimum of 5 years of experience in a business analyst, strategy, performance management, or analytics role, preferably within financial services or consumer banking.

Responsibilities

• Analyze trends, patterns, and performance drivers across consumer banking products, channels, and customer segments.
• Translate data and analytical findings into clear insights and narratives for senior leadership decisions.
• Develop executive presentations, including recurring performance readouts and deep dives for leadership forums.
• Bridge business stakeholders and analytics teams to align dashboards, reports, and ML initiatives with business needs.
• Navigate Power BI dashboards to answer questions and identify emerging trends.
• Perform advanced analysis and modeling in Excel, including forecasting and scenario analysis.
• Support continuous improvement of reporting and dashboard usage by identifying gaps and evolving questions.
• Ensure analytical outputs are accurate and understandable to non-technical audiences.
• Contribute to a data-driven culture across the Consumer Bank.

Skills

Insights interpretation

Excel proficiency

Power BI usage

Executive presentation

Written & verbal comms

Cross‑functional collaboration

Business judgment

Multitasking in fast‑paced env

Education

Bachelor's degree in Business or quantitative field

MBA or quantitative master’s (preferred)

Tools

Power BI

Microsoft Excel

Job description

Responsibilities include but are not limited to:

• Analyze trends, patterns, and performance drivers across consumer banking products, channels, and customer segments using reports and dashboards.


• Translate data and analytical findings into clear, concise insights and narratives that inform senior leadership decision-making.


• Develop high-quality executive presentations, including recurring performance readouts and ad hoc deep dives, for senior management and leadership forums.


• Serve as a key liaison between business stakeholders and data science / analytics teams to ensure dashboards, reports, and advanced analytics initiatives (including machine learning use cases) align with business needs and strategic objectives; help frame business problems, assess model performance, and interpret model outputs and key drivers to inform business decisions.


• Navigate, interpret, and leverage dashboards and reports built in Power BI to answer business questions and proactively identify emerging trends.


• Perform advanced analysis and modeling using Excel, including forecasting, scenario analysis, variance analysis, and performance tracking; leverage additional analytical tools where appropriate.


• Support continuous improvement of reporting and dashboard usage by identifying gaps, opportunities, and evolving business questions.


• Ensure analytical outputs are accurate, consistent, and clearly understood by non-technical audiences.


• Contribute to a culture of data-driven decision‑making across the Consumer Bank.

Required Skills

• Strong ability to interpret and synthesize insights from dashboards, reports, and large data sets.


• Advanced proficiency in Microsoft Excel (e.g., pivot tables, formulas, modeling, data validation).


• Experience navigating and using Power BI dashboards to extract insights and support business analysis.


• Proven experience building clear, compelling presentations and presenting findings to senior leadership.


• Strong written and verbal communication skills, with the ability to tailor messages for executive audiences.


• Ability to work effectively with data scientists, analytics teams, and technical partners without needing hands‑on SQL or Python expertise.


• Strong business judgment, critical thinking, and attention to detail.


• Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.

Required Experience

• Bachelor's degree in Business Administration or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.


• Minimum of 5 years of experience in a business analyst, strategy, performance management, or analytics role, preferably within financial services or consumer banking.

Preferred Experience

• Master's degree in Business Administration (MBA) or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.


• Experience supporting strategy, performance management, or executive reporting functions.


• Familiarity with consumer banking products, channels, or customer analytics.


• Experience working closely with senior leaders in a highly visible, insight‑driven role.