Treasury Management Analytics Analyst II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 65,000 - 85,000; Full time

Job summary

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

The ideal candidate should have a Bachelor’s degree in Finance or a related field, along with 2+ years of experience in analytics and reporting. Strong skills in Microsoft Excel, SQL, and business intelligence tools like Power BI or Tableau are required.

Qualifications

• 2+ years of experience in analytics, reporting, or Treasury operations.
• Strong analytical skills to solve problems independently.
• Experience developing effective dashboards and data visualizations.

Responsibilities

• Develop and maintain dashboards, reports, and analytics solutions.
• Analyze datasets to identify trends, risks, and actionable insights.
• Deliver accurate, business-relevant reporting outputs.

Skills

Analytical thinking

Data visualization

Communication skills

Attention to detail

Education

Bachelor's degree in Finance, Business, or related field

Tools

Microsoft Excel

SQL

Power BI

Tableau

Python

R

Job description

Why Stifel – Stifel is committed to a client‑ and associate‑focused culture where everyone belongs and contributes to success.

What You'll Be Doing

As a Treasury Management Analytics Analyst II, you will independently transform Treasury Management data into actionable insights and deliver reporting solutions that support operational performance, product strategy, and decision‑making. Your role includes managing moderately complex datasets, automating reporting processes, mentoring junior team members, and partnering with business stakeholders to enhance analytics capabilities.

Key Responsibilities

• Develop and maintain dashboards, reports, and analytics solutions.
• Analyze datasets to identify trends, risks, and actionable insights.
• Deliver accurate, timely, business‑relevant reporting outputs.
• 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 UAT activities.
• Maintain documentation to support reporting, governance, and audit readiness.

What You'll Bring

• Strong analytical thinking skills and the ability to solve problems independently.
• Ability to translate complex data into clear insights and actionable recommendations.
• Experience developing effective dashboards and data visualizations.
• 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: Bachelor's degree in Finance, Business, or related field.
• Minimum: 2+ years of experience in analytics, reporting, or Treasury operations.

Licenses & Credentials

• None required.

Systems & Technology

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

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.