Product Analyst; Data and Reporting

Job Title: Product Analyst (Data & Reporting)

Job Summary: The Product Analyst serves as a key liaison between business stakeholders and technical teams, supporting the development of the Elite Loan Origination System (LOS) on Salesforce Financial Services Cloud. This role focuses on identifying data and reporting needs, gathering functional requirements, and ensuring solutions align with business, regulatory, and compliance objectives.

• Partner with business stakeholders to define data, reporting, and analytics needs
• Elicit, document, and manage functional requirements and use cases
• Support regulatory, financial, and compliance reporting through data analysis and reporting
• Facilitate requirements workshops and stakeholder discussions
• Develop standard and ad hoc reports to support decision-making
• Track deliverables and ensure alignment with project timelines

• Experience in business or product analysis within a technology-driven environment
• Knowledge of regional banking and/or commercial lending processes
• Familiarity with regulatory and compliance reporting
• Strong documentation, communication, and organizational skills
• Ability to manage multiple priorities in an onshore/offshore team model

• Experience with Salesforce Financial Services Cloud
• Agile/Scrum experience
• Data visualization and reporting tools
• SQL and/or SOQL knowledge

Entry level

Full-time

Research, Analyst, and Information Technology

Business Consulting and Services