Oversight & Support Analyst II

Merrick Bank; South Jordan (UT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Match

Wellness Programs

Paid Vacation

Job summary

Merrick Bank is seeking an Analyst II to own complex analytics and process-improvement workstreams, design dashboards and KRIs/KPIs, and mentor Analyst I team members. The role supports Non-Card Operations and partners with Compliance, Audit, and IT to ensure data-driven risk reporting.

You will administer SharePoint structures, develop executive-ready reporting, and help standardize governance and evidence collection.

Qualifications

• Requires 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.

Responsibilities

• Analytics & Reporting: Build PowerBI reports/datasets; write DAX measures; document definitions and data lineage.
• Risk & Change Execution: Own evidence collection and completeness checks for changes/issues; update SOPs and RCSA links.
• Platform Ownership: Administer SharePoint sites (structure, permissions, metadata) and automate routine tasks with Power Automate.
• Collaboration & Mentoring: Partner cross-functionally and coach Analyst I on analytics standards.

Skills

Excel (Advanced)

PowerBI

DAX

SharePoint administration

Executive visuals

SQL optimization

ServiceNow/Archer

Lean/Kaizen facilitation

Power Automate

Education

Bachelor’s degree in business, analytics, information systems, or related field

Tools

SharePoint

Power Automate

SQL

Job description

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/KPIs. Deliver cross‑functional project support in partnership with OCM/PMO, Compliance, Audit, Risk, Technology, and business owners. Data stewardship and analytics for operational performance and risk reporting. Knowledge management and system support for SharePoint, PowerBI, and related tooling.

Coverage Areas & Tools

Projects & Portfolio Support (intake, status, RAID logs, executive updates). Data Analytics &BI (PowerBI 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 & Reporting: Build PowerBI reports/datasets; write DAX measures; document definitions and data lineage. Perform trend and root‑cause analysis; translate insights into prioritized actions.
• Risk & Change Execution: Own evidence collection and completeness checks for assigned changes and issues; verify sustainability. Update SOPs/process maps and RCSA/control links for owned processes.
• Platform Ownership: Administer SharePoint sites for assigned areas (structure, permissions, metadata). Automate routine data/records tasks using Power Automate or scripts where appropriate.
• Collaboration & Mentoring: Partner 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 PowerBI (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 & Regulations

Responsible 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 occur. Travel is generally not required.

Why join us

We 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.

Employee Value Proposition

Competitive Pay, including a Bonus Target or Variable Pay Incentive Program

Benefits Package

• Medical, Dental, and Vision (plus much more)
• 401(k) Plan with Company Match
• Short- & Long‑Term Disability
• Wellness Programs
• Group Life and AD&D Insurance
• Paid Vacation, Sick Days and bank Holidays
• Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition

Additional Rewards

We 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.

Equal Opportunity

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.

Further Information

CardWorks Financial Group is the engine driving financial progress, a diversified consumer finance provider building ethical solutions across credit, lending, and the full customer lifecycle. Advancing finance with purpose, we put people—clients, customers, and colleagues—at the center of everything we do, guided by our CRITICAL values and united as one enterprise across Merrick Bank, CardWorks Servicing, and Carson Smithfield. As your everyday champion, our vertically integrated platform fuels financial progress through access to credit, high yield deposits, flexible merchant payments, and end to end servicing performance—powered by a culture of relentless curiosity, belonging, and growth.

Thanks for your interest in working on our team!!