Consumer Insight & Strategy Analyst

Reposted 2 Days Ago
Be an Early Applicant
Morristown, NJ, USA
In-Office
50K-100K Annually
Senior level
Fintech • Software • Financial Services
The Role
Analyze trends in consumer banking, create insights for leadership, develop presentations, and collaborate with analytics teams to inform business decisions.
Summary Generated by Built In
Job Summary & Responsibilities
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.
Preferred Qualifications
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 Required

  • Bachelor's degree in Business Administration or quantitative field
  • Minimum of 5 years of experience in business analyst, strategy, performance management, or analytics role
  • Advanced proficiency in Microsoft Excel
  • Experience using Power BI dashboards
  • Strong written and verbal communication skills

Valley Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.

  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
  • Leave & Time Off Breadth Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
  • Retirement Support Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.

Valley Bank Insights

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The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

What We Do

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

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