Heitmeyer Consulting
Product Analyst (Data and Reporting)
Heitmeyer Consulting, Columbus, Ohio, United States, 43224
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.
Key Responsibilities
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
Qualifications
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
Preferred Skills
Experience with Salesforce Financial Services Cloud
Agile/Scrum experience
Data visualization and reporting tools
SQL and/or SOQL knowledge
Seniority Level Entry level
Employment type Full-time
Job function Research, Analyst, and Information Technology
Industries Business Consulting and Services
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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.
Key Responsibilities
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
Qualifications
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
Preferred Skills
Experience with Salesforce Financial Services Cloud
Agile/Scrum experience
Data visualization and reporting tools
SQL and/or SOQL knowledge
Seniority Level Entry level
Employment type Full-time
Job function Research, Analyst, and Information Technology
Industries Business Consulting and Services
#J-18808-Ljbffr