Sr. Analyst, Systems Support

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

About This Role:

Essential Duties and Responsibilities

Data Management & Systems Oversight

• Administer and maintain core operational databases including client fee revenue and asset data systems
• Oversee database design enhancements and performance optimization for large datasets
• Ensure data integrity accuracy and consistency across multiple platforms
• Manage database reconciliation processes between systems (e.g. Trust and portfolio systems)
• Evaluate and implement system upgrades including SQL Server and database compatibility improvements

Reporting & Analytics

• Lead the development production and distribution of recurring and ad hoc reports
• Oversee all fee revenue finance and profitability reporting
• Produce key business metrics including account activity asset values and operational statistics
• Develop and maintain advanced Excel-based reporting tools (macros pivot tables automation)
• Analyze data trends and provide insights to support decision-making

Operational Process Management

• Manage and execute critical operational workflows including:
  • Required Minimum Distribution (RMD) annual processing
  • Risk rating processes and periodic updates
  • Fee billing and tax-related fee processing
  • Statement generation sequencing and distribution
• Oversee client outbound file processes and onboarding of new reporting/file requirements
• Support bill pay processes and specialized transaction workflows
• Oversee vendor (FIS/Advent) uploads and timely loading into databases.
• Coordinate time-sensitive and holiday-related disbursement activities

Systems Automation & Technology

• Design and implement automation solutions to improve operational efficiency
• Maintain and enhance job scheduling and workflow tools (e.g. VisualCron)
• Support enterprise systems including FIS reporting platforms and data integrations
• Lead or support system upgrades migrations and testing efforts
• Develop and maintain documentation for processes systems and automation

Risk Management & Compliance

• Support risk and control processes including risk rating methodologies and enhancements
• Perform monitoring activities such as overdraft reviews and compliance testing
• Assist with audits regulatory reporting and internal control reviews
• Maintain thorough documentation to support audit and compliance requirements

Project Management & Continuous Improvement

• Identify opportunities for process improvements and implement scalable solutions
• Participate in strategic initiatives related to data reporting and operations

Stakeholder Engagement

• Collaborate with Wealth Management Finance and Operations teams to support reporting and data needs
• Serve as a subject matter expert for data systems reporting tools and operational workflows
• Respond to internal and external inquiries related to data and reporting

The Ideal Candidate for This Role:

Knowledge Skills & Abilities

• Advanced proficiency in SQL database management and data analysis
• Advanced Microsoft Access database management skills
• Advanced Excel skills including macros automation and pivot tables
• Strong understanding of wealth management trust and financial operations
• Experience with reporting platforms and workflow automation tools (e.g. VisualCron or similar)
• Strong analytical problem-solving and organizational skills
• Familiarity with Microsoft Visual Basic and Python coding environment
• Familiarity with Snowflake and Salesforce
• High attention to detail and commitment to data accuracy
• Ability to manage multiple priorities and meet deadlines

Preferred Qualifications

• Experience with FIS systems TrustDesk or similar financial platforms
• Experience supporting system migrations or large-scale data projects
• Knowledge of regulatory and compliance requirements in financial services

Compensation:

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.

Work Environment:

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:

• Medical Dental Vision Insurance

• 401k With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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Click here to download EEO is The Law Supplement for Federal Contractors

Click here to download EEO is The Law GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.