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Data Analyst - Retail Operations (SUMMER INTERN - JUNE & JULY)

Analyst will be responsible for gathering and defining requirements and creating functional output from various applications and systems for the Retail team. 

This position is responsible for working on assigned projects as well as maintenance items. Preparing technical requirements documentation, writing and documenting code, debugging technical issues, providing QA, and assisting in creating support documentation for applications are examples of tasks you will be performing.

 

  • Collaborate with Retail Operations officer to develop tracking for Operational errors, taking data from various data points and combining them into one report
  • Utilizing Excel and other internal programs and software to track completion of documents and training to be able to track long term career development and help identify areas where additional resources are needed
  • Implement strategies for gathering, reviewing and analyzing date in      a semi-automated method to limit manual input on continuous data tracking and resolution. 

Job Duties Include:

  • Assist in collecting and organizing data from various sources, including databases, file shares, and external data sets, ensuring accuracy and completeness for analysis.
  • Perform preliminary data analysis to identify trends, patterns, and anomalies within large datasets using statistical tools and software.
  • Write and execute queries to retrieve information from databases for specific analysis projects, ensuring data integrity and efficiency.
  • Collaborate with cross-functional teams to understand data needs and deliver actionable insights through data analysis.
  • Participate in the design and implementation of new data collection and analysis methodologies to improve the quality and efficiency of data-driven decision-making processes.
  • Document analytical methodologies, coding procedures, statistical findings and progress reports to ensure transparency and reproducibility of results.
  • Support the maintenance and troubleshooting of data analytics tools and software, including performing updates and ensuring compatibility with data sources.

Education:

  • Junior or senior year bachelor’s student or graduate student in Computer Science, Mathematics, or related field.

Experience/Skills:

  • Innovative problem solving
  • Self-starter, proactively seeks direction and asks questions to gain clarity
  • Meticulous attention to detail and organization skills
  • Strong written and verbal communication skills
  • A strong candidate will be familiar with PowerBI, SQL, Data Visualization, Statistical Analysis, Python Programming, ETL practices.

Project Description

Retail Operations/Error Reporting Automation

  • Our goal with this project is to be able to track Operational Error made by our retail team in a semi-automated way utilizing technology readily available to us. Currently, we review several reports and manually compile this information and compile it within an excel report. Areas tracked will include Missing BSA Documents, Missing Temporary Check Form, Error with Temp Check Form, Monetary Fee Waiver Error, Missing Transacting Person for Monetary Items, Consumer Lending Errors, Debit Card Form Errors. 

 

Career Path/Training Tracking

  • Our goal with this project is to be able to track all training courses completed by and that needs to be completed by our staff. Currently, training is either conducted in person or through BVS. BVS does have reporting ability currently, but Retail team does not currently have admin access. HR has admin access to BVS and can pull reporting. Trainings in person are manually scheduled and entered. 
  • Also, we are looking to incorporate what we are calling “career path planning” through this project as well. Our goal would be to have required training per job title listed and be able to track by individual. This will allow us to schedule upcoming training courses more strategically. This would also allow us to plan for succession by allowing us to understand the strengths and progress of everyone. We would also be able to track other further professional development completed by our staff. This would also allow us to know when a promotion occurs what additional trainings that colleague would need. 
  • Having a robust tracking system for training will allow us to better understand who has completed the training, what resources we need and what areas to focus on.