Senior Reporting & Analytics Analyst

Location: Charlotte, North Carolina (Onsite - 5 days a week). Duration: 12-18+ months.

About the role

We are seeking a Senior Reporting & Analytics Analyst to join our team. The successful candidate will be responsible for developing, automating, and maintaining reporting routines and dashboards. This role involves supporting the design and implementation of AI-enabled reporting, enhancing KPI frameworks, and monitoring performance data to identify trends and risks. The position requires partnership with business, data, and technology teams to ensure operational efficiency and adherence to governance standards.

Responsibilities

• Develop, automate, and maintain weekly and monthly digital and marketing performance reporting routines and dashboards.
• Support the design, testing, and implementation of AI-enabled reporting and analytics agents.
• Develop and enhance KPI frameworks, scorecards, and operational performance metrics.
• Proactively monitor production, balances, and marketing performance data to identify anomalies, trends, and risks.
• Perform root cause analysis and partner with business, data, and technology teams to resolve performance variances.
• Identify opportunities to improve operational efficiency and standardize reporting processes through automation.
• Define, implement, and monitor metrics and controls to ensure adherence to business processes and governance standards.
• Document and standardize reporting methodologies, KPI definitions, and AI-enabled processes.

Requirements

Education: A Bachelor's Degree is required.

Experience: 5+ years of experience in business analysis, reporting, analytics, process improvement, or performance management.

Skills

Strong analytical, problem-solving, and process optimization skills; experience with Excel, SQL, Power BI, Tableau, or similar reporting and analytics tools; ability to translate complex data into actionable business insights.

Qualifications

• An MBA is preferred.
• Experience with AI, automation, digital analytics, or performance reporting.
• Experience supporting digital banking, deposits, marketing, customer acquisition, or performance analytics functions.
• Experience developing KPI frameworks, scorecards, and executive performance reporting.
• Familiarity with AI, generative AI, agent development, automation tools, or workflow optimization initiatives.
• Experience identifying and implementing operational excellence and process improvement opportunities.
• Experience creating controls, governance routines, and performance metrics.
• Knowledge of data quality management, anomaly detection, and root cause analysis methodologies.
• Experience with Power BI, Tableau, Qlik, SQL, or Python.
• Experience working in Agile, product, marketing, analytics, or cross-functional business environments.
• Financial services, digital marketing, or customer analytics experience.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.