Performance Reporting Analytics Consultant

Performance Reporting Analytics Consultant Remote 3+ Months Contract (Long term) 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).