Director, Solutions Engineering Performance and Analytics
PathwardAbout the role
We are a hybrid, remote-office company dedicated to growing our talent anywhere!
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX
At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
About the Role:
Responsible for the development and execution of a comprehensive data and analytics strategy and roadmap for the Commercial and Consumer Lending (CCL) organization; including data quality, literacy and reporting. Drives the adoption of the enterprise data platform and adherence to data governance frameworks within the CCL organization. Build and lead a team of data professionals, highly capable of understanding data and how to use it
What You Will Do:
- Develops and executes the CCL organization’s data and analytics strategy that enables the business’ strategic and tactical objectives while driving insights that empower leadership to make informed decisions.
- Defines, establishes, and documents standards around sources of truth, metrics, processes, and reporting.
- Defines, establishes, and documents standards around the proper and appropriate uses of lending data both within and outside of CCL.
- Implements process and quality improvement efforts across CCL and provide support to interdependent process improvements outside of CCL.
- Designs and implements dashboards, visualizations, and reports that distill complex information into actionable insights. Establishes reporting standards and guidelines, including metric definitions, calculation methods, and limitations.
- Partners with senior leadership across CCL to provide data solutions that report KPIs, track performance, and ensure the data and insights provided align with key business goals and objectives.
- Leads the formulation and execution of CCL’s data and analytics strategy, balancing self-service capabilities with core reporting infrastructure. Oversees the roadmap, prioritize initiatives, and manage stakeholder alignment to ensure timely delivery of data and reporting solutions.
- Assists CCL business leaders to define, establish, and track KPIs, through the use and understanding of available data. Leads efforts to measure success, diagnose progress, and inform decision-making across the organization.
- Collaborates with cross-functional teams to ensure data collection and analysis are optimized for business initiatives. Provides timely insights that support key functions.
- Collaborates with SVP, Solutions Engineering, to support teams in developing documentation for Path to Market gate approval, including business cases, KPI tracking and data needs.
- Collaborate with Pathward’s Treasury department to support asset distribution, pricing and spread strategies to maximize return on assets.
- Leads efforts to optimize data pipelines, architecture, and analytics tool set used by the CCL organization, in partnership with Product and Technology.
- Champions a culture of data literacy, developing tools and training programs that empower teams with the skills and access to real-time, trusted data.
- Stays ahead of emerging trends in data analytics, BI tools, and data governance practices, continuously improving CCL’s data and analytics capabilities.
- Creates predictive models and analytical frameworks that enable proactive decision-making, helping leaders anticipate trends and make data-backed strategic decisions.
- Leads and mentors a high-performing team of business analysts.
- Guides the team to establish strong partnerships across the company.
- Other duties as assigned.
What You Will Need:
- Typically requires 7+ years in a data analytics leadership role with a focus on strategy development, data governance, and reporting.
- 3 years of commercial and / or consumer lending experience
- Strong expertise in data visualization tools (e.g., Tableau, Power BI, Looker) and advanced analytics techniques (e.g., predictive modeling, machine learning).
- Advanced proficiency in data ana
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