The Data Reporting Analyst, Team Lead is responsible for overseeing the Bank’s Technology reporting and dashboard request intake process, ensuring timely prioritization, clear requirement definition, and high-quality analytical deliverables. Acting as the bridge between business units, data engineering, and data governance teams, this role ensures reporting initiatives align with organizational standards, data quality expectations, and regulatory requirements.
The Team Lead will mentor reporting analysts, guide the refinement of reporting processes, and ensure consistent communication and documentation practices across the reporting lifecycle. This role requires a self-motivated individual capable of managing multiple priorities, interacting with diverse business stakeholders, and driving operational excellence in reporting delivery.
Primary Functions of the Position:
- Manage and oversee the intake, triage, and prioritization of reporting and dashboard requests for business units across the Bank.
- Collaborate with business users to understand reporting needs, define requirements, document workflows, and recommend data-driven improvements.
- Partner with Data Engineering teams to ensure reporting datasets, pipelines, and data structures align with business requirements and technical feasibility.
- Work closely with Data Governance teams to ensure reporting outputs adhere to data quality, security, and compliance standards.
- Mentor, coach, and guide reporting analysts to elevate analytical capabilities and ensure consistency in documentation, development practices, and stakeholder communication.
- Develop, maintain, and enhance enterprise dashboards and reports, ensuring they remain accurate, timely, and aligned to business KPIs.
- Improve the Bank’s reporting framework by applying business analysis best practices, data modeling methodologies, and standardization across deliverables.
- Ensure proper documentation of requirements, data definitions, business logic, reporting standards, and operational processes.
Education and Experience Requirements:
- Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or a related field.
- 7+ years of experience in data reporting, business intelligence, or analytics roles.
- Prior experience working with enterprise reporting tools such as Power BI Cloud, SSRS, or equivalent.
- Experience with data modeling, relational databases, and SQL-based environments.
- Experience defining business requirements and documenting processes for reporting solutions.
- Prior leadership, mentoring, or team-lead experience strongly preferred.
- Experience in banking or financial services is highly beneficial.
Essential Skills and Abilities:
- Excellent communication and interpersonal skills; able to work effectively with both technical and non-technical stakeholders.
- Strong analytical and problem-solving abilities, with the capacity to translate business needs into technical specifications.
- Ability to manage frequently changing priorities, multiple deadlines, and concurrent reporting workstreams.
- High attention to detail with strong documentation discipline.
- Ability to coach and guide junior analysts, fostering skill development and consistency in deliverables.
- Familiarity with data governance principles, including data lineage, data quality, and controlled access.
- Ability to respond when needed during critical reporting cycles or issues.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science
Work Experience
General Experience – 3 to 6 years
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.