We are seeking an EDM Reporting Analyst with demonstrated experience working with banking or financial services data who excels at clear communication and can deliver accurate, reliable reporting and insights. This role supports reporting initiatives across lending, deposits, and operational finance domains in a dynamic, evolving environment, requiring adaptability, sound judgment, and the ability to work both collaboratively and independently in support of enterprise priorities.
ESSENTIAL FUNCTIONS:
- Serve as a dependable reporting and analytics resource within a service‑oriented department, supporting multiple business areas across the bank.
- Apply analytical thinking and sound judgment when working with banking and financial data to ensure outputs are accurate, consistent, timely, and reliable.
- Demonstrate strong written and verbal communication skills to gather and clarify requirements, collaborate with teammates, incorporate feedback, and communicate effectively with business and technical partners.
- Navigate a regulated environment with an understanding of data controls, validation expectations, and the importance of trusted information.
- Work effectively both independently and collaboratively, taking ownership of assigned deliverables while contributing as part of a shared service team.
- Adapt to changes in tools, processes, and business requirements while maintaining consistent delivery and quality.
- Support a culture of clarity, transparency, and professionalism in reporting and stakeholder interactions.
- Develop, maintain, and enhance dashboards and reports using Power BI and Excel, with a focus on financial and banking metrics.
- Work with loan, deposit, portfolio, and operational data to support recurring and ad‑hoc and cross-functional reporting needs.
- Perform data validation and reconciliation to ensure reporting accuracy and alignment with source systems and reporting standards.
- Partner with stakeholders across the bank (e.g., finance, portfolio management, compliance, risk, IT) to gather, clarify and refine reporting requirements.
- Translate business questions into clear calculations, visuals, and narratives that support decision-making.
- Present insights and findings clearly and professionally in meetings, emails, and written documentation.
- Create and maintain reporting documentation, including business rules, definitions, assumptions, and process notes.
- Help ensure consistent reporting practices that scale across multiple business areas within the enterprise.
- 4+ years of experience in reporting, analytics, or business intelligence, preferably within banking or financial services.
- Demonstrated experience working with financial data such as loans, deposits, balances, portfolios or transaction-level data.
- Strong written and verbal communication skills, with the ability to engage stakeholders, gather requirements, explain data logic, and incorporate feedback.
- Proficiency in Microsoft Excel; solid experience with Power BI or similar BI applications.
- Strong attention to detail and understanding of data accuracy, controls, and expectations in a regulated environment.
- Demonstrated adaptability and comfort working in an evolving environment with changing priorities and tools.
- Experience creating clear documentation such as requirements, report definitions, metrics, or process descriptions.
- Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field.
- Exposure to data modeling or predictive analytics concepts.
- Experience with cloud-based reporting platforms or data integration tools.
- Familiarity with agile methodologies and collaborative development environments.
What We Do
Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We take an entrepreneurial, commonsense approach to providing a complete line of banking solutions. We are deeply invested in the communities we serve and passionately committed to helping you, our customers, grow. Thanks to the unwavering dedication of our team and the loyalty of our customers, we have been named the #1 performing Community Bank in New England for seven straight years and #1 in the United States in 2015. Northern Bank provides businesses and individuals with deposit and cash management services, commercial and franchise financing, residential mortgages, and wealth management services. We currently operate 12 branches in the Greater Boston market. For more information, contact us at 800-273-6908 or visit www.nbtc.com. Member FDIC | Equal Housing Lender. http://facebook.com/northernbankma http://twitter.com/northernbankma Social Media Guidelines: https://www.nbtc.com/customer-service/FAQs/what-are-our-social-media-guidelines-610
