Performance Reporting Analytics Consultant Job at Resource Informatics Group Inc, California

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  • Resource Informatics Group Inc
  • California

Job Description


Role: Performance Reporting Analytics Consultant

Location: Remote

Duration: 3 Months Contract

Rate: $Market All Inclusive

Role Summary (Cliffs Notes) As a Performance Reporting Analytics Consultant at Kinective, you will partner with financial institutions to drive operational efficiency and strategic decision-making through actionable analytics and automation. The ideal candidate is experienced in banking or credit union operations, data-driven, and passionate about transforming manual processes into scalable, automated insights. You will collaborate across pre-sales, implementation, and product teams to deliver impactful analytics solutions that improve member experience and business outcomes.

What You'll Own (Responsibilities)

Pre-Sales

  • Translate client goals into actionable solution proposals, including dashboards, automation, and performance/member experience success metrics.
  • Build tailored Implementation Plans when clients seek to create new or custom operations reporting solutions inside the Data Intelligence Platform.
  • Participate in scoping discussions to create Statements of Work (SOWs) in conjunction with the Project Management team prior to opportunity close

Implementation / Post Implementation

  • Scope and build additional SOWs for clients requesting custom reports after implementation
  • Coordinate with Implementation Engineers for the execution of custom reporting solutions.
  • Provide ongoing expertise to drive client adoption of the Data Intelligence solution.
  • Advise on best practices for data collection, KPI development, and process optimization.

Product Collaboration & Advisory

  • Review all client reporting and KPI requests to assess their potential for widespread adoption across the Kinective client base
  • Serve as an internal consulting resource for industry-specific questions and best practices.
  • Share insights on industry trends, digital transformation, and AI-driven analytics.

What You're Great At (Soft Skills)

  • Excellent communication and stakeholder management across technical and business audiences.
  • Strong analytical and process-thinking mindset.
  • Highly collaborative, proactive, and client-focused.
  • Adaptable and organized, able to manage multiple priorities in a fast-paced environment.
  • Passionate about leveraging data to improve operational efficiency and member experience.

Necessary Qualifications

  • Bachelor's degree or equivalent experience in business, analytics, or a related field.
  • 5 - 7+ years in operations, performance analytics, or business analysis within a credit union, bank, or fintech.
  • Proven success defining, tracking, and optimizing operational KPIs.
  • Experience with data visualization tools (e.g., Tableau, Power BI, Qlik).
  • Preferred: Experience with SQL, workflow automation, cloud data environments, and process improvement methodologies (Lean, Six Sigma).

Job Tags

Contract work, Remote work,

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