Core Banking Systems Lead & Reports Strategist

Kavaliro; Roseville (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

Kavaliro is seeking a VP, Systems & Reports Analyst to support bank departments by leveraging core systems and building custom reports. The role backs the Core Systems Manager, managing configurations, testing, and security across projects.

The candidate will collaborate with IT and business units, translate requirements into project plans, and ensure regulatory compliance. Office-based position requiring independent, minimal supervision.

Qualifications

• Relevant PM Certification or education (PMP or equivalent) preferred.
• A minimum of 5 years of analyst experience with core banking systems.
• Bachelor’s Degree or work experience equivalent with sufficient background in administering core banking systems and business management disciplines.
• Strong skillset with writing custom reports.
• Ability to analyze unique issues without precedent and solve problems collaboratively.
• Ability to interact with a wide range of internal staff and external professionals.
• Knowledge of system security protocols and industry best practices.
• Strong foundational knowledge of bank operations, core platform functions, proficiencies and integration.
• Knowledge of Microsoft Project or other project management tools.
• Ability to maintain regular attendance and work scheduled hours.

Responsibilities

• Assists department heads with identifying efficiencies to processes by better utilizing core systems.
• Generates custom reports to provide decision makers with needed information.
• Provides technical support to bank employees on core systems.
• Occasionally trains bank employees on core systems as needed.
• Assists and supports other departments with core systems.
• Translates business requests into actionable project plans by gathering requirements and planning resources.
• Creates and maintains project documentation with a systematic approach.
• Backs up the VP Core Systems Manager as needed.
• Configures and customizes the core banking system to meet business requirements and regulatory needs.
• Liaises with core vendor for tickets, updates or validating system settings.
• Performs periodic audits to ensure accuracy of user roles and change management.
• Communicates with auditors and examiners to provide system validation testing and security controls.
• Works with external vendors to integrate third-party applications with the core banking system.
• Provides resolutions to complex technical system issues.
• Participates in core banking system upgrades, migrations, and new projects with thorough testing.
• Ensures thorough testing of upgrades using various test environments.
• Troubleshoots system issues that may impact clients.
• Participates in Fiserv DNA training and related opportunities to stay current.
• Performs at least 10 hours CRA volunteer work per year.

Skills

Custom reports writing

Core banking systems knowledge

Education

PM Certification (PMP or equivalent)

Bachelor’s Degree or equivalent

Tools

Microsoft Project

Job description

Kavaliro is seeking a VP, Systems & Reports Analyst to support bank departments by leveraging core systems and building custom reports. The role backs the Core Systems Manager, managing configurations, testing, and security across projects.

The candidate will collaborate with IT and business units, translate requirements into project plans, and ensure regulatory compliance. Office-based position requiring independent, minimal supervision.