Head of Advisory Operations – Banking Analytics

PCBB; United States; Hybrid; USD 180,000 - 280,000; Full time

Job summary

PCBB seeks a Head of Advisory Operations - Banking Analytics to lead data operations across profitability, CECL, and stress-testing analytics. You will oversee data transformation, governance, and end-to-end client delivery with technology partners and product teams.

You will drive scalable processes, controls, and reporting, while managing a multi-product data ops team and shaping the operating model for data intake, validation, and delivery.

Qualifications

• Bachelor’s degree in business, finance, accounting, information systems, data analytics, or related field.
• Seven or more years of experience in data operations, banking data management, or related field.
• Strong experience leading teams and owning operational outcomes in a complex delivery environment.

Responsibilities

• Lead Advisory Services data operations across Profitability FIT, CECL FIT, Stress Testing FIT, and related tools and client delivery processes.
• Establish and oversee the operating model for client data intake, transformation, validation, processing, maintenance, reporting, and delivery.
• Own design, governance, and continuous improvement of data operations processes, controls, and service levels.
• Coordinate with IT, data engineering, and product teams to implement new data frameworks and tools.
• Translate business requirements into scalable operational and systems requirements for automation and data lineage.
• Manage hiring, coaching, and development to scale the Advisory Services data operations function.
• Ensure data handling complies with policies, security expectations, and regulatory obligations.

Skills

Data operations

ETL concepts

Process controls

Reporting workflows

SQL

MySQL

Banking data

Leadership

Cross-functional

Bank core systems

Education

Bachelor’s degree

Tools

Fiserv

Jack Henry

FIS

Job description

The Head of Advisory Operations - Banking Analytics leads data operations for Advisory Services across Profitability FIT, CECL FIT, Stress Testing FIT, and related tools, workflows, and client delivery. The role is accountable for effective, scalable, high-quality data operations, including direct oversight of the Advisory Services data operations team. Reporting to the Managing Director, this position serves as the senior functional leader for Advisory Services data operations, process design, operating controls, and cross-functional execution with technology partners. It may also lead or support data operations, data readiness, and reporting for new Advisory Services products and internal analytics initiatives, ensuring reliable data transformation and high-quality delivery.

Duties and Responsibilities:

1. Data Operations Leadership:

• Lead Advisory Services data operations across Profitability FIT, CECL FIT, Stress Testing FIT, and related tools, workflows, and client delivery processes.
• Establish and oversee the operating model for client data intake, transformation, validation, processing, maintenance, reporting, and delivery across Advisory Services.
• Own the design, standardization, governance, and continuous improvement of data
• operations processes, controls, and service levels to improve efficiency, accuracy,
• quality, and scalability
• Ensure data transformation across source systems, ETL and transformation tools, intermediate data structures, and end-user applications functions as intended and supports accurate downstream outputs in Profitability FIT, CECL FIT, and Stress Testing FIT.
• Oversee resolution of complex data issues, processing exceptions, control gaps, and client delivery risks across the Advisory Services data environment.

2. Technology and Framework Enablement:

• Partner closely with IT, data engineering, developers, and other internal stakeholders to design and implement new frameworks, tools, workflows, and operating capabilities for Advisory Services data operations.
• Lead or support data operations for new Advisory Services products and internal analytics, including data sourcing, transformation, validation, controls, and coordination with business, technology, and product stakeholders to ensure accurate, ready, and effectively delivered data.
• Translate business requirements into scalable operational and systems requirements that improve automation, control, data lineage, usability, and delivery quality.
• Lead business oversight of process redesign, systems enhancements, ETL logic changes, data transformation frameworks, testing, and user acceptance activities impacting Advisory Services data operations.
• Ensure new tools and process changes are adopted effectively and supported by appropriate documentation, training, controls, and performance monitoring.

3. Client Relationship Management and Cross-functional Coordination

• Ensure Advisory Services data operations consistently support accurate, timely, and high-quality client deliverables and contractual commitments across products.
• Partner with Advisors and client-facing teams to align data operations capabilities, timelines, issue resolution, and service expectations.
• Serve as a senior escalation point for complex client data, transformation, implementation, and delivery matters.
• Establish reporting and metrics for operational performance, quality, throughput, timeliness, and delivery risk across the function.
• Lead and develop the Advisory Services data operations function.
• Set team structure, role clarity, staffing plans, and operating priorities to support current delivery needs and future scale.
• Exercise management responsibility for hiring, performance management, coaching, development,
• Provide senior guidance and escalation support on complex operational, client, staffing, and control matters.

5. Quality Assurance, Compliance and Security:

• Establish and maintain quality control standards, operating controls, and governance practices to support data accuracy, consistency, completeness, and traceability.
• Ensure data handling activities align with internal policies, client requirements, information security expectations, and applicable regulatory obligations.
• Monitor operational risk, process exceptions, and control performance, and implement corrective actions and preventive improvements as needed.
• Maintain appropriate documentation, procedures, audit support, and evidence of controls for data operations processes and key transformations.

Skills Required:

• Advanced knowledge of data operations, data transformation, ETL concepts, process controls, and reporting workflows in a financial services or banking environment.
• Strong knowledge of bank core systems (Fiserv, Jack Henry, and FIS), including mapping, transformation, and operational use of core system data.
• Strong understanding of spreadsheet-based and database-based operational processes, including Excel, Access, SQL, and MySQL.
• Demonstrated experience leading cross-functional initiatives with IT, data engineering, and application development teams.
• Strong leadership, communication, analytical, and problem-solving skills, with the ability to operate independently and manage through ambiguity.
• Proven ability to build scalable processes, improve operational quality, and manage multiple high-priority deliverables.
• Experience with bank core system conversions and complex data migrations.
• Knowledge of data governance, privacy, information security, and regulatory expectations applicable to banking data operations.
• Experience leading managers and multi-product operations teams.
• Experience supporting Profitability, CECL, stress testing, asset liability management, or related banking analytics a plus.

Education/Experience Requirements:

• Bachelor's degree in business, finance, accounting, information systems, data analytics, or a related field, or equivalent relevant work experience.
• Seven or more years of experience in data operations, banking data management, financial services operations, or a related field.
• Strong experience leading teams, managing supervisors, and owning operational outcomes in a complex delivery environment.

Physical Demands/Work Environment:

Employees of PCBB must provide themselves with a designated workspace free from noise and distractions when working remotely. The employee routinely uses standard office equipment such as computers, phones, and virtual tools such as web cameras and video programs.

PCBB is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion or creed, national origin, mental or physical disabilities, sex or gender, sexual orientation, gender identity or gender expression, medical condition, genetic information, marital status, protected veteran status, or any other characteristic protected by law.