Analyst, Sales Data and Reporting

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 reporting and analysis
  • Develop and maintain data workflows and automation, including Alteryx where applicable
  • Structure raw data so it can be reliably used for downstream reporting and analysis
  • Document logic, assumptions, and transformations clearly
• Reporting and support
  • Produce recurring and ad hoc reports for National Sales leadership
  • Support preparation of management materials using Excel and PowerPoint
  • Respond to data questions by tracing numbers back to source, not just re‑running reports
• Learning and progression
  • Develop familiarity with banking data, sales structures, and performance metrics
  • Learn internal systems and data sources with support and coaching
  • Gradually take on more analytical responsibility, including identifying patterns, anomalies, and trends
  • Build judgment around when results “look wrong” and raise questions

Required qualifications:

• A minimum of 2-5 years operations management, finance and/or accounting experience with a bank or commercial finance company
• Bachelor’s degree or equivalent experience in an analytical, technical, or business‑related field
• Strong Excel skills and comfort working with large datasets
• Working knowledge of SQL and/or Python, academic or professional
• Strong attention to detail and a mindset oriented toward data accuracy
• Willingness to learn new tools, systems, and concepts quickly
• Clear interest in analytics and how data supports business decisions

Preferred qualifications:

• Exposure to workflow automation or ETL‑style work
• Familiarity with Tableau or other BI tools
• Experience with Alteryx or similar tools (nice to have, not required)
• Interest in financial services or commercial banking

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.