Principal Business Insights Analyst - Business Banking Sales

Principal Business Insights Analyst

The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives. Primary responsibilities include:

• Data Analysis & Reporting:
• Analyze complex datasets to identify trends, patterns, and opportunities.
• Present acquisition and portfolio management reporting with key findings and risk metrics.
• Communicate complex analyses in a clear, actionable format for non-technical audiences.
• Generate monthly policy committee and forum materials with analytics and commentary.

• Team Leadership:
• Lead a team of 2-3 analysts, promoting skill development and best practices.
• Drive efforts to enhance analytic reporting and capabilities.

• Strategic Influence:
• Deliver data-driven recommendations to influence business decisions.
• Create visualizations and reports that tell compelling data stories.
• Provide insights that support strategy and growth across functions.

• Stakeholder Engagement:
• Partner with business lines and regulatory teams to understand analytics needs.
• Collaborate with IT and data teams to source and align data with standards.
• Act as a trusted business banking advisor to ensure data supports organizational objectives.

Qualifications, Education, Certifications and/or Other Professional Credentials:

• 7+ years of financial services experience, with exposure to risk management processes and procedures.
• 7+ years Quantitative Skills – ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.
• 7+ years of relevant experience in a quantitative role. Experience with SQL required, experience with VBA, SAS, R, or Python are a strong plus.
• Experience with analytical process automation.
• Previous experience in a similar role within a financial services organization would be preferred.
• Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.
• Exceptional problem-solving acumen with ability to think strategically.
• Time Management – ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.
• Strong written and verbal communication skills.
• Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)

Hours & Work Schedule:

• Hours per Week: 40
• Work Schedule: 4 days in the office 1 remote

Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.