Sr Business Information Analyst

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 85,000 - 110,000; Full time

Job summary

Hancock Whitney Corp. in New Orleans, LA, is seeking an experienced Information Delivery professional to transform customer and market insights into actionable analytics.

You will design reporting solutions, support enterprise BI, and partner with business leaders to align analytics with strategic goals. The role requires a bachelor’s degree in a related field, at least 7 years in banking or financial services, and strong analytical, data, and Office/SharePoint skills.

Qualifications

• Bachelor’s degree in Business, Finance, Mathematics, Statistics, Marketing or related field; master’s degree preferred.
• At least 7 years of experience with detailed knowledge of the banking / financial services industry.
• Advanced understanding of reporting tools and platforms.
• Strong analytical and database skills.

Responsibilities

• Applies informational delivery strategy in the design of solutions that meet customer, operational, and reporting requirements.
• Consults with line of business leadership to understand strategic plans and issues.
• Translates strategic goals into a strategic Informational Delivery direction.
• Collaborates with cross-functional teams to develop and execute strategic marketing plans.
• Develops strategic recommendations using multiple information sources (customer, market, financial reports, industry reports).
• Designs reporting, analyses, and lists aligned with business goals with BI Analysts.
• Presents recommendations and findings to internal audiences in a clear manner.
• Ensures privacy, regulatory compliance and internal policies; participates in annual audit.
• Researches trends in loan and deposit portfolios and analyzes implications.
• Designs business rules for Client and Relationship Management hub.
• Supports reporting needs with controllers and senior executives.
• Assists in information validation and data gap identification with data management teams.
• Performs other duties and special projects as assigned by Senior Management.

Skills

Analytical thinking

Problem solving

Communication skills

Independent worker

Timeliness

Education

Bachelor’s degree in Business/Finance/Math or related field

Master’s degree preferred

Tools

Microsoft Office

SharePoint

BI tools

Job description

JOB FUNCTION / SUMMARY

Partners with assigned business segment to provide actionable, decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends. Provides analytical support and business level guidance in creation and distribution of enterprise business intelligence reporting. Provides expert knowledge of current Informational Delivery Platform tools, methods, and best practices. Recommends and implements process improvements. Support detailed information analytics support for current and future information reporting needs, distributed via electronically or paper-based, at various levels of the organization. Develops deployment strategies utilizing efficient reporting processes and information retrieval/distribution. Actively participates and provides subject matter expertise in the Informational Projects focusing on solving issues from the business point of view.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Applies informational delivery strategy in the design of solutions that meet customer, operational, and reporting requirements, leveraging existing platform technologies when possible, and ensures that new solutions are designed for optimal usefulness.
• Consults regularly with line of business leadership to understand their strategic plan, goals, and business issues.
• Consults with senior information management, marketing, and line of business stakeholders to identify and define strategic business issues/requirements for analysis.
• Translates segment’s strategic plan, goals, and business issues into a strategic Informational Delivery direction.
• Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness.
• Works with various information sources to develop appropriate strategic recommendations to segment leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports Continuously works towards improving the quality and relevance of information resources.
• Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business.
• Acts as a subject-matter expert on analytics.
• Present[s] recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concerts into easy to comprehend, comprehensive, and cohesive presentations.
• Contributes to company risk mitigation by establishing, documenting, and following business processes that are consistent with privacy rules, regulatory requirements, and internal policies.
• Participates in annual audit review.
• Researches any trends, either positive or negative, in the loan and deposit portfolios and researches the reason and implications of such changes(s).
• Designs the business rules and strategy for Client and Relationship Management hub under the Informational approach.
• Supports reporting needs and work with controllers and senior executives to define comprehensive information packages.
• Supports the strategic planning process by providing information and analysis that guides strategic thinking and supports decision making.
• Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
• Works with data management team to identify and document data gaps necessary for information requests and enhancements and assist in validation once delivered.
• Performs other duties and special projects as assigned by Senior Management.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE

• Requires a bachelor’s degree in Business, Finance, Mathematics, Statistics, Marketing or related field, with a master’s degree preferred Experience in bank reporting and profitability systems
• An equivalent combination of education, training, and experience may be considered
• At least 7 years of experience with detailed knowledge of the banking / financial services industry
• Advanced understanding of banking, financial services, and/or investment industry
• Advanced understanding of financial reporting and analytics
• Advanced understanding of reporting tools and platforms
• Strong analytical and database skills
• Must be able to work independently, problem solve and meet deadlines
• Ability to work with mathematical concepts such as probability and statistical inference
• Ability to understand complex financial statistics and reports
• Advanced proficiency in Microsoft Office products including Word, Excel, Access, PowerPoint, and SharePoint

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions.

If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

DISCLAIMER

This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version.

Information contained herein should be treated as confidential to Hancock Whitney.

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME.

Equal Opportunity/Affirmative Action Employers.

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values- timeless ideals vital to our culture since the 1800s that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future.