Data Analyst

Amalgamated Bank of NY is seeking a Data Analyst to support the Banking & Investments Division with strategic operational analytics and business performance reporting. This hybrid role helps translate business processes into reporting and project requirements while partnering closely with finance and technology teams.

Role overview

The position focuses on building visibility into business health, growth trends, client activity, and operational performance. The analyst will define and monitor KPIs and operational metrics, then use that data to produce executive-level analytics and narratives for internal leadership and external stakeholders, including investor-facing materials.

Responsibilities

• Develop and maintain dashboards, reporting, and analytics to track business health, growth trends, client activity, and operational performance.
• Define and track KPIs, operational metrics, and growth drivers across the business line.
• Partner with FP&A to align business metrics with financial reporting and forecasting processes.
• Act as a subject matter expert on business processes, workflows, and procedures across revenue lines of business.
• Translate business needs into clear data requirements, system requirements, and project documentation for technology and integration initiatives.
• Collaborate with the Digital Transformation and Tech Integration team on system enhancements, data integrations, and automation initiatives.
• Support preparation of materials for quarterly earnings calls, investor presentations, and Board updates.
• Produce executive-level analytics, narratives, and insights to inform senior leadership and external stakeholders.
• Ensure consistency and accuracy between operational data, financial results, and public disclosures.
• Maintain data accuracy, integrity, and consistency across reporting platforms and tools.
• Document data definitions, methodologies, and reporting standards to improve institutional knowledge and auditability.

Requirements

• Prior experience in analytics, financial services operations, or business intelligence preferred.
• Bachelor’s degree in Finance, Economics, Business Analytics, Statistics, Computer Science, or a related field.
• 3–8 years of experience in data analytics, business intelligence, financial services operations, consulting, or related roles (minimum 3 years required).
• Strong analytical and problem-solving skills, including the ability to synthesize complex data into clear insights.
• Experience working cross-functionally with finance and technology teams.
• Advanced proficiency in Excel and business intelligence tools such as Power BI, Tableau, Looker, or similar.
• Strong written and verbal communication, including experience preparing materials for senior stakeholders.
• Ability to work and adapt in a fast-paced, evolving environment.
• Strong attention to detail and accuracy, with timely responsiveness.
• Passion to support and work with socially responsible and mission-based organizations.

Technologies

• Excel
• Power BI
• Tableau
• Looker

Work model

• Hybrid role with remote and in-office workdays each week.
• The exact schedule is based on approval of the Director of Client Services and needs of the Bank.
• The hybrid schedule is subject to change at any time.

Search firm notice

• Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities.
• Any CVs/resumes submitted by search firms to employees without a valid written search agreement will be deemed the sole property of the company.
• No fee will be paid if a candidate is hired as a result of an agency referral where no pre-existing agreement is in place.
• Where agency agreements are in place, introductions are position specific.
• Please do not call or email.

Location: New York, NY (hybrid)
Compensation: USD 70,000 - 90,000 per yearly