At York, we believe that an experience marked by expertise, consistency and compassion sets us apart. And we celebrate the diverse backgrounds and unique perspectives that allow us to stand apart from our competitors. Thats why we are committed to recruiting, developing and retaining people who represent our values and who believe in our mission.

Job Description

The Client Analytics Analyst will utilize multiple databases to extract relevant customer information. The analyst will consolidate the data in a presentable format that is accurate, concise, and informative. In addition, the analyst will assist in streamlining Stewardship Reports for our clients.

ESSENTIAL JOB RESPONSIBILITIES:

• Tracks, analyzes, and reports on customer data
• Transforms data into actionable strategic insights and recommendations to optimize customer experience
• Provides analysis support for cross-functional strategic projects spanning client services, sales, and finance
• Create reports in Excel and dashboards in Qlik to disseminate data across all levels of the organization
• Ensures quality and timeliness of deliverables that meet expectations while balancing business needs with the appropriate level of analytical rigor
• Provides insights to support senior management with decision making
• Identifies growth opportunities based on current customer trends

SUPERVISION RECEIVED: Modest levels of engagement on daily activities. Direction will be provided for interaction with the sales organization and leadership.

SUPERVISION EXERCISED: There are no direct reports for this role.

EDUCATION:

• Bachelor's Degree in Business, Analytics, Finance or similar

EXPERIENCE:

• Professional experience is preferred
• 0-3 years in analysis work preferred

SKILLS/ABILITIES:

• Excellent verbal and written skills
• Ability to manage multiple tasks effectively
• Ability to adapt to change, meet the changing demands of the work environment, any delays or other unexpected demands

KNOWLEDGE:

• Microsoft Excel, PowerPoint, Word
• Tableau/Qlik experience is a plus
• Salesforce experience is a plus