Pathward, N.A. - Business Analyst II (Commercial & Consumer Lending – Revenue Operations)

• Uses knowledge of business processes, data structure, and reporting systems to identify and solve data-driven problems across Commercial & Consumer Lending. • Actively participates in the development, enhancement, and maintenance of dashboards, models, and reporting solutions supporting revenue, pipeline, funding, and performance management. • Develops and maintains Power BI dashboards, including data modeling, DAX calculations, and visualization design to support forecasting, funding calendars, conversion ratios, and KPI tracking. • Designs and enhances Power Apps solutions to support business workflows, tracking tools, and data collection initiatives. • Develops Salesforce reports and dashboards, supports stage logic analysis, and partners with stakeholders to ensure data accuracy and usability. • Assists in daily, weekly, monthly, and quarterly reporting packages, highlighting results, trends, and variance analysis for senior leadership. • Supports data governance efforts by reinforcing standard definitions, improving data quality, and identifying gaps across systems. • Generates ad hoc reports and performs advanced data analysis to support executive requests, GTM business cases, and strategic initiatives. • Identifies opportunities to automate manual reporting processes and improve operational efficiency using technology solutions. • Works closely with internal stakeholders including Sales, Product, FP&A, Credit, and Operations to gather requirements and deliver scalable reporting solutions. • Manages multiple reporting and analytics workstreams simultaneously while maintaining accuracy and timeliness. • Develops a consistent view of product performance and operational support metrics. • Other duties as assigned. • Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field, or equivalent work experience. • Typically 3+ years of experience in business analytics, revenue operations, financial reporting, or related analytical role. • Preferred experience includes: • Salesforce reporting and data structure • Power BI dashboard development and DAX • Microsoft Power Platform, especially Power Apps • Financial services, lending, or revenue performance environments • Strong analytical mindset with ability to translate data into business insight • High attention to detail and data integrity • Ability to manage multiple priorities and shifting deadlines • Strong organizational and multitasking skills • Comfort working in fast-paced, cross-functional environments • Ability to communicate technical findings to non-technical stakeholders • Communicates Effectively • Interpersonal Savvy • Business Acumen • Functional/ Technical Skills • Analytical Thinking • Process Improvement Orientation • The responsibilities listed above are not all inclusive and may be changed at any time.