Sr. Data Analyst

This Data Analyst Senior role is an experienced, data-driven position, which is charged with modeling, analyzing, and reporting on data to senior management, which can be used in the development and refinement of business strategy and tactical execution. This role will help increase the productivity and effectiveness of the sales teams by working with business partners to drive improvements in a range of tactical & strategic areas and assist in designing, developing, and implementing business solutions.  Key to this position will be the interpretation of results using a variety of techniques, ranging from simple data aggregation via statistical analysis to complex data mining. The individual in this role will need to identify, analyze, and interpret trends or patterns in data sets. 

How you’ll spend your time: 

• You will work cross-functionally with sales, sales operations, and internal partners to achieve company objectives, standardize reporting and create dashboards, with emphasis on sales activities, effectiveness and business impact. 

• You will provide on-going analysis of sales organization’s performance by identifying efficiency/cross-sell opportunities, applying proper hypothesis testing, and making insightful recommendations. 

• You will provide Reporting & Analytics-Envision, create and deliver high quality, easy to use reports/dashboards/models, as needed. 

• You will create and maintain information that summarizes, analyzes and reports key business metrics, and deliver ongoing sales key performance metrics. 

• You will create automated and ad-hoc custom reports to analyze sales productivity. 

• You will support process improvement efforts through both technical innovation and process improvements to automate complex tasks, minimize manual work, and ensure data hygiene and integrity. 

• You will perform data maintenance, audits & production support by using understanding of system(s) setup and data flow to track data, system, and interface issues, coordinating issue resolution with software vendor or internal team members in timely manner, testing and implementing resolutions, maintaining system tables and creating reports from multiple data sources, developing procedures for regular maintenance and audits, and routinely review processes for continuous improvement opportunities. 

• You will provide recommendations in close collaboration with Salesforce Administration and Sales Leaders. 

• You will support the introduction and buildout of AI and Process Automation in support of Sales and Sales Operations processes. 

• Other duties as assigned. 

We’re excited to talk to you if: 

• You possess a Bachelor’s degree in technical, business intelligence and/or financial field and 5+ years data analytics & modeling experience with 3+ years technical problem solving. 

• You have Excel MO 201 certification or ability to attain (Microsoft expert certification). 

• You have 3+ years of banking, financial services or finance experience. 

• You have 1+ year of project management experience OR any combination of education and experience that would provide an equivalent background. 

• You have excellent analytical and quantitative skills to generate insights from data and translate it into actionable changes. 

• You have advanced Microsoft Excel experience. 

• You have exceptional organizational skills and pay keen attention to detail. 

• You have ability to write, present, share ideas and articulate concepts. 

• You have problem-solving skills to make decisions based on limited precedents or guidelines. 

Compensation Range:

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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