Citizens · 12 hours ago
Data & Reporting Analyst- Mortgage
Citizens is a financial services company that focuses on providing customer-centric solutions. They are seeking a Data & Reporting Analyst to handle financial reporting, planning, and analysis, ensuring that adequate controls and risk reporting processes are in place while collaborating with management and project stakeholders.
RetailFinanceBankingFinTechPaymentsCredit CardsFinancial Services
Responsibilities
Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff
Performs routine, complex analytical review of data and/or documentation which may include customer data and/or Review for fraud/risk activities and/or perform moderately complex analysis to identify and resolve process level issues
May perform ad hoc analysis and reporting and collaborate with management and/or project team stakeholders
Ensure the consistent and timely production of management and exception reporting as well as analysis of data for executive management
Prepare and analyze complex data while also resolving data issues and discrepancies for reporting
Qualification
Required
Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or a related field
Proficiency in SAS and SQL for data extraction, transformation, and analysis, with the ability to write complex queries and automate reporting processes
Strong understanding of financial reporting principles, including P&L, balance sheet, reconciliations, and internal controls
Excellent analytical and problem-solving skills, with the ability to interpret complex data sets and provide actionable insights
Strong communication skills, both written and verbal, to effectively collaborate with cross-functional teams and present findings to senior leadership
Attention to detail and accuracy, especially in high-stakes reporting environments
Preferred
Experience with Tableau or other data visualization tools to create dashboards and visual reports that support business decision-making
Working knowledge of Python, particularly for data manipulation, statistical analysis, and automation of reporting tasks
Background in the Mortgage Servicing industry, with familiarity in servicing operations, regulatory requirements, and risk management practices
Understanding of risk and control frameworks, including the ability to assess and implement adequate controls and ensure compliance with internal and external standards
Knowledge of industry best practices, competitive landscape, and how financial analysis supports strategic business positioning
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Recent News
2026-02-02
2026-01-22
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