Treasury Management Analytics Analyst II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Stifel Financial Corp. is seeking an Treasury Management Analytics Analyst II to transform Treasury Management data into actionable insights and deliver reporting solutions. You will develop data-driven narratives for leadership and partner with stakeholders to enhance reporting capabilities.

The role emphasizes automation, process improvement, and mentorship to junior team members, contributing to operational performance and product strategy with minimal supervision.

Qualifications

• Bachelor's degree in Finance or Business, or equivalent experience.
• 2+ years of experience in analytics, reporting, or Treasury operations.
• Strong Excel, SQL and data visualization skills.

Responsibilities

• Develop and maintain dashboards, reports, and analytics solutions.
• Analyze datasets to identify trends, risks, and insights for stakeholders.
• Deliver accurate, timely reporting outputs with data integrity.
• Automate reporting processes and workflows.
• Define reporting requirements with business teams.

Skills

Dashboards

Analytics

Data visualization

SQL

Excel

Education

Bachelor's degree in Finance or Business

Tools

Power BI

Tableau

SQL

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of business decisions. Operating with minimal supervision, the Analyst II manages moderately complex datasets and reporting needs, and may provide guidance and mentorship to junior team members. The role contributes to automation and process improvement initiatives and partners closely with business stakeholders to enhance reporting and analytics capabilities.

What We're Looking For

• 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, and business-relevant reporting outputs and ensure data accuracy, integrity, and consistency across deliverables.
• Execute automation of reporting processes and workflows.
• Identify and implement process improvements across reporting and analytics.
• Improve reporting efficiency through scalable tools and standardized practices.
• Partner with business teams to gather and define reporting requirements.
• Maintain and enhance standardized metrics, KPIs, and reporting definitions.
• Communicate insights and recommendations to support decision-making.
• Support data governance, validation, and quality control processes.
• Conduct and support User Acceptance Testing (UAT) activities.
• Maintain documentation to support reporting, governance, and audit readiness.

What You'll Bring

• Strong analytical thinking skills, with the ability to independently solve problems.
• Ability to translate complex data into clear insights and actionable recommendations.
• Demonstrated experience developing effective dashboards and data visualizations.
• Strong attention to detail, with a focus on data quality and accuracy.
• Effective communication and stakeholder engagement skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proven ability to build dashboards and deliver insights independently.

Education & Experience

• Minimum Required: Bachelor's degree in Finance or Business, or equivalent experience.
• Minimum Required: 2+ years of experience in analytics, reporting, or Treasury operations.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Minimum Required: Advanced Microsoft Excel skills (e.g., pivot tables, formulas, data modeling), Strong SQL and data querying experience, Proficiency in business intelligence tools (e.g., Power BI, Tableau, or similar).
• Preferred: Experience with automation or scripting languages (e.g., Python, R), Familiarity with APIs and data integration concepts.

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.