Treasury Analytics & Insights Specialist II

Stifel, Incorporated; St. Louis (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

Stifel, Incorporated is seeking a Treasury Management Analytics Analyst II to transform Treasury Management data into actionable insights and deliver reporting solutions that support operational performance and decision-making.

You will develop data-driven narratives, partner with business stakeholders, and drive automation and process improvements while mentoring junior team members. This role emphasizes data governance, UAT, and standardized KPIs across reporting outputs.

Qualifications

• Develop and maintain dashboards, reports, and analytics solutions.
• Analyze datasets to identify trends, risks, and actionable insights and translate data into clear insights and recommendations for stakeholders.
• Deliver accurate, timely reporting outputs and ensure data accuracy across deliverables.

Responsibilities

• Develop and maintain dashboards, reports, and analytics solutions.
• Analyze datasets to identify trends, risks, and actionable insights for stakeholders.
• Deliver accurate, timely reporting and ensure data accuracy across deliverables.
• Automate reporting processes and workflows.
• Define and maintain standardized metrics, KPIs, and reporting definitions.

Skills

Dashboard development

Data visualization

SQL

Excel

Stakeholder communication

Education

Bachelor's degree in Finance or Business

2+ years analytics experience

Tools

Power BI

Tableau

SQL

Excel

Job description

Stifel, Incorporated is seeking a Treasury Management Analytics Analyst II to transform Treasury Management data into actionable insights and deliver reporting solutions that support operational performance and decision-making.

You will develop data-driven narratives, partner with business stakeholders, and drive automation and process improvements while mentoring junior team members. This role emphasizes data governance, UAT, and standardized KPIs across reporting outputs.