Oversight & Support Analyst II

CardWorks Financial Group; Lampton (UT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

401(k) Plan with Company Match

Paid Vacation & Holidays

Job summary

Merrick Bank in Utah seeks an Analyst II to own analytics and risk reporting, design dashboards and KRIs, and lead evidence collection for changes. You’ll mentor Analysts and collaborate with Compliance, IT, and business owners.

You’ll build Power BI reports, automate data tasks, and administer SharePoint. Requires strong Excel, Power BI, SQL, and Lean/Kaizen skills, plus excellent written communication.

Qualifications

• Bachelor’s degree in business, analytics, information systems, or related field; or equivalent experience.
• 4+ years in financial services with 2+ years in analytics, operations risk/QA, or first-line support.
• Advanced Excel and Power BI (modeling/DAX) skills.
• SQL/DAX optimization experience and familiarity with ServiceNow/Archer.
• Lean/Kaizen facilitation and ability to document processes.
• Strong written and executive-level communication skills.
• Experience with SharePoint administration is a plus.

Responsibilities

• Build Power BI reports and datasets; create DAX measures.
• Perform trend analyses and translate insights into actions.
• Own evidence collection for changes and issues; maintain documentation.
• Administer SharePoint sites and data governance.
• Collaborate with cross-functional teams and mentor Analysts.

Skills

Advanced Excel

Power BI (DAX modeling)

SQL / DAX optimization

Lean/Kaizen facilitation

Executive-level communication

Education

Bachelor's degree or equivalent experience

Tools

SharePoint Administration

ServiceNow

Archer

Job description

Join our team and build your career with momentum as we champion your growth, elevate your ideas and engage you in purpose-driven work that makes a real difference every day.Who we areFounded in 1997, Merrick Bank is an FDIC-insured financial institution headquartered in South Jordan, Utah, with over $10 billion in assets. A wholly owned subsidiary of CardWorks Financial Group, Merrick Bank serves roughly five million cardmembers and more than 100,000 merchant customers nationwide.What we doWe provide credit cards, recreational loans, deposit accounts, merchant services and bank sponsorships to consumers and businesses. As a leader in non-prime lending and merchant acquiring, we combine innovative technology with data-driven insights to help underserved consumers build and strengthen credit while delivering integrated, scalable payment solutions for businesses.Merrick Bank ranks among the top 20 FDIC-insured credit card issuers in the U.S. and among the top 15 merchant acquirers by transaction volume.Position Summary and Role Impact:The Analyst II owns complex analytics and process-improvement workstreams, designs dashboards and KRIs/KPIs, leads evidence collection for changes and issues, and administers SharePoint structures for assigned areas. Mentors Analyst I team members and produces executive‑ready reporting.Scope & Portfolio: Provide first-line risk support for Non-Card Operations (Recreational Lending, Flow Lending, Deposit Operations, Merchant Operations)Standardize first-line governance: documentation, evidence, RCSA mapping, issue management, and KRIs/KPIsDeliver cross-functional project support in partnership with OCM/PMO, Compliance, Audit, Risk, Technology, and business ownersData stewardship and analytics for operational performance and risk reportingKnowledge management and system support for SharePoint, Power BI, and related toolingCoverage Areas & Tools: Projects & Portfolio Support (intake, status, RAID logs, executive updates)Data Analytics & BI (Power BI datasets, DAX measures, data quality checks, KPI/KRI dashboards)SharePoint Administration (site architecture, metadata/taxonomy, permissions, retention)Process Mapping & Improvement (Lean/Kaizen, SOP updates, control design alignment)Change Management Integration (requirements, testing evidence, readiness/go-live criteria)Access Evidence & User Access Reviews coordination (in partnership with IAM/IT)Third-Party/Vendor support (SLAs/KPIs, attestations, testing coordination)Exam/Audit Readiness (artifact management, sampling support, walkthrough prep)Essential Functions:Analytics & ReportingBuild Power BI reports/datasets; write DAX measures; document definitions and data lineage.Perform trend and root‑cause analysis; translate insights into prioritized actions.Risk & Change ExecutionOwn evidence collection and completeness checks for assigned changes and issues; verify sustainability.Update SOPs/process maps and RCSA/control links for owned processes.Platform OwnershipAdminister SharePoint sites for assigned areas (structure, permissions, metadata).Automate routine data/records tasks using Power Automate or scripts where appropriate.Collaboration & MentoringPartner cross‑functionally and coach Analyst I on documentation and analytics standards.Requirements for Success:Education & Experience:Bachelor’s degree in business, analytics, information systems, or related field; or equivalent experience.4+ years in financial services with 2+ years in analytics, operations risk/QA, or first-line support.Knowledge, Skills and Capabilities:Advanced Excel and intermediate‑to‑advanced Power BI (modeling/DAX); working knowledge of SharePoint administration.Strong written communication and ability to create executive‑ready visuals.SQL/DAX optimization skills; experience with ServiceNow/Archer; Lean/Kaizen facilitation.Compliance with Laws & RegulationsResponsible for complying with all the Bank’s internal control policies and procedures.Responsible for understanding and complying with all laws and regulations to which the Bank is subject.Responsible for communicating problems in operations, noncompliance with the code of conduct, noncompliance with laws and regulations, policy violations, or illegal acts.Work Environment/Physical Demands:Work location and schedule expectations may vary based on the role, business needs, and hiring requirements, and will be confirmed during the hiring process.Work is in an office environment, sustained posture in a seated position for prolonged periods of time; works with computer equipment for prolonged periods of time.Some stress may occurTravel is generally not required#INDHP1#INDMBWhy join usWe believe in putting people first by supporting our customers, employees and our partners while creating opportunities for everyone to reach their potential. From fostering work-life balance to rewarding good work and innovative ideas, we invest in what matters most, our people.At Merrick Bank, you’ll be part of a collaborative, customer-focused team where you can grow your career while making a meaningful impact.Our Employee Value PropositionCompetitive Pay, including a Bonus Target or Variable Pay Incentive ProgramBenefits Package -Medical, Dental, and Vision (plus much more)401(k) Plan with Company MatchShort- & Long-Term DisabilityWellness ProgramsGroup Life and AD&D InsurancePaid Vacation, Sick Days and bank HolidaysEmployee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service RecognitionWe offer a total rewards package comprised of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite. Offered rates of pay are determined based on job-related knowledge, relevant experience, skills, certifications, and geographic location.We are proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to age, race, color, sex, or gender identity/expression (including pregnancy, childbirth, transgender status, or sexual orientation), religion or creed, ancestry, citizenship, national origin, disability, military or veteran status, marital status, genetic information, or any other characteristic protected by applicable law.We do not tolerate discrimination, harassment, or retaliation. Employment decisions are based solely on qualifications, merit, and business needs. Everyone is welcome here, and we hire based on your ability to do the job, not any protected characteristics.If you need help or reasonable accommodation during the application or hiring process, please let your TA Partner know.