Analyst, Sales Data and Reporting

Job description

Entry‑level analyst to support National Sales through hands‑on data work, reporting, and technical data preparation. This role reports directly to a senior business leader and is designed for someone early in their career who is interested in analytics and banking, and who understands that high‑quality analysis starts with accurate, well‑structured data. The role is execution‑heavy by design. The analyst will spend most of their time working directly in the data: reconciling numbers, validating system outputs, building extracts and workflows, and following up on discrepancies across teams. Over time, and with guidance, the role will grow into more analytical and interpretive work. Core responsibilities: - Data integrity and reconciliation - Reconcile sales, revenue, and fee data across internal systems - Investigate discrepancies and exceptions rather than passing them through - Follow up with partners in Finance, Product, Relationship Management, and Project Management to resolve data issues - Ensure clients, entities, and relationships are represented consistently and accurately across datasets - Data preparation and technical execution - Build and maintain data extracts for repo...