Data Reporting & Product Analyst

Description

SUMMARY

Smiley Technologies is growing its data analytics and data reporting capabilities to support the reporting needs of banking clients. This role will operate within a service oriented product group, partnering with our client banks to design, develop, and implement reporting, analytics, and data solutions. We are seeking a Data Reporting & Product Analyst with demonstrated experience working with banking or financial services data who excels at clear communication, understands how to create useful data, and can deliver accurate, reliable reporting and insights. This role supports reporting initiatives across areas of lending, deposits, and operational finance in a dynamic, evolving environment, requiring adaptability, sound judgment, ability to translate data into user needs, and the ability to work both collaboratively and independently in support of Company and customer priorities across multiple business areas.

Responsibilities

• Develop, maintain, and enhance reports that deliver timely and accurate data, performance indicators, and insights using Power BI, Databricks, SQL, and Excel, with a focus on financial and banking metrics.
• Effectively communicate and interact with business and technical staff internally and with our bank customers to solve complex data problems and optimize reporting and analytics.
• 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 Smiley and with our bank customers 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 and customers.
• Improve the capabilities and processes internally and for our bank customers by researching, presenting, and implementing new Power BI product features and training others how to create reports.
• Serve as a Power BI application and reporting subject matter expert and provide assistance, troubleshooting and support for other users.
• Support continuous improvement of reporting and dashboard usage by identifying gaps, opportunities, and evolving business questions.
• Understand, communicate, and instill the Company’s mission, vision, and values.
  
  

Requirements

REQUIREMENTS

• Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
• 1-2 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.
• Ability to interpret and present valuable insights from dashboards, reports, and large data sets.
• 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 and SQL. Databricks preferred.
• 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.
  
  

Preferred

• Familiarity with agile methodologies and collaborative development environments.