Reports and Data Analyst

Position Overview: The position will be responsible for translating business needs into reporting requirements, and interfacing with project staff to ensure successful delivery of operational and compliance reporting solutions. The role also serves as a backup to the VP Core Systems Manager, managing and optimizing the core banking systems to ensure smooth banking operations. Essential Duties and Responsibilities Assist department heads throughout the bank with identifying opportunities to add efficiencies to processes by better utilizing core systems. Generate custom reports that provide decision makers with the information they need. Provide technical support to bank employees with their use of core systems. Occasionally train bank employees on the use of core systems. Translate requests from business units and technical teams into actionable project plans by gathering requirements and planning resources. Create and maintain project documentation with a systematic approach. Act as a backup to the VP Core Systems Manager by configuring and customizing the core banking system to meet business, regulatory, and user acceptance requirements. Liaison with the Bank's core vendor regarding new tickets for system changes, updates, or validation of system settings. Perform and document periodic audits to ensure accuracy of user roles and compliance with change management requirements. Communicate directly with the Bank's auditors and examiners to provide system validation testing and security controls. Work with external vendors and internal teams to integrate third‑party applications and services with the core banking system. Provide resolutions to complex technical system issues. Participate in core banking system upgrades, migrations, and new project implementations, including thorough testing and validation. Ensure thorough testing of upgrades and new implementations using the Bank's various test environments. Troubleshoot system issues that may impact clients and work to identify and resolve the issues. Participate in Fiserv DNA training, Fiserv Community, and other opportunities to improve skills and keep abreast of best practices and changes to the platform and products. Complete a minimum of 10 hours CRA volunteer hours per year (compensatory time with mileage reimbursement). Other duties as assigned. Qualifications Relevant PM Certification or education (PMP or equivalent) preferred. A minimum of 5 years of analyst experience with core banking systems. Bachelor's Degree or equivalent work experience with sufficient background in administering core banking systems and business management disciplines. Strong skillset with writing custom reports. Ability to analyze unique issues without precedent and solve problems collaboratively. Ability to interact with a wide range of internal staff and external professionals. Knowledge of system security protocols and industry best practices. Strong foundational knowledge of bank operations, core platform functions, proficiencies, and integration. Knowledge of Microsoft Project or other project management tools. Ability to maintain regular attendance and work scheduled hours. Supervisory Responsibilities This role currently has no supervisory responsibilities. Additional Information Travel: Occasional local, out‑of‑area, and overnight travel may be required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees. #J-18808-Ljbffr MMC Group