Consumer Insight & Strategy Analyst
Valley National Bank- Location
- Morristown, NJ, United States
- Workplace
- —
- Employment
- —
- Salary
- —
Responsibilities include but are not limited to
- Analyze trends, patterns, and performance drivers across consumer banking products, channels, and customer segments using reports and dashboards.
- Translate data and analytical findings into clear, concise insights and narratives that inform senior leadership decision-making.
- Develop high-quality executive presentations, including recurring performance readouts and ad hoc deep dives, for senior management and leadership forums.
- Serve as a key liaison between business stakeholders and data science / analytics teams to ensure dashboards, reports, and advanced analytics initiatives (including machine learning use cases) align with business needs and strategic objectives; help frame business problems, assess model performance, and interpret model outputs and key drivers to inform business decisions.
- Navigate, interpret, and leverage dashboards and reports built in Power BI to answer business questions and proactively identify emerging trends.
- Perform advanced analysis and modeling using Excel, including forecasting, scenario analysis, variance analysis, and performance tracking; leverage additional analytical tools where appropriate.
- Support continuous improvement of reporting and dashboard usage by identifying gaps, opportunities, and evolving business questions.
- Ensure analytical outputs are accurate, consistent, and clearly understood by non-technical audiences.
- Contribute to a culture of data-driven decision-making across the Consumer Bank.
Required Skills
- Strong ability to interpret and synthesize insights from dashboards, reports, and large data sets.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, formulas, modeling, data validation).
- Experience navigating and using Power BI dashboards to extract insights and support business analysis.
- Proven experience building clear, compelling presentations and presenting findings to senior leadership.
- Strong written and verbal communication skills, with the ability to tailor messages for executive audiences.
- Ability to work effectively with data scientists, analytics teams, and technical partners without needing hands-on SQL or Python expertise.
- Strong business judgment, critical thinking, and attention to detail.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Required Experience
- Bachelor's degree in Business Administration or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
- Minimum of 5 years of experience in a business analyst, strategy, performance management, or analytics role, preferably within financial services or consumer banking.
Preferred Experience
- Master's degree in Business Administration (MBA) or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
- Experience supporting strategy, performance management, or executive reporting functions.
- Familiarity with consumer banking products, channels, or customer analytics.
- Experience working closely with senior leaders in a highly visible, insight-driven role.
Skills
- Machine Learning
- Power BI
- Excel
- SQL
- Python
More jobs at Valley National Bank
All 11Web Experience Optimization Lead
Valley National Bank · Morristown, NJ, United States
Director, Cyber Strategy & Architecture
Valley National Bank · Morristown, NJ, United States
AI Engineer
Valley National Bank · St Petersburg, FL, United States · New York, NY, United States · Morristown, NJ, United States
Product Manager - Digital Engagement
Valley National Bank · New York, NY, United States
Sr. Full-Stack Developer
Valley National Bank · Morristown, NJ, United States