PSBB Reporting & Technical Support Lead

Job Title

PSBB Reporting & Technical Support Lead

City Scape

As a Reporting & Technical Support Lead, you will ensure timely and accurate delivery of reports, dashboards, and data insights. You'll act as the primary point of contact for reporting requests, manage workload distribution, and provide technical guidance to team members. This role focuses on leading development of reporting solutions, maintaining data integrity, and supporting business intelligence initiatives across Preferred Banking.

You will also collaborate with partners while performing hands on work to integrate automated solutions into workflows and support process improvements that enhance scalability.

• Supports the manager’s strategy leading the team in development and implementation of dashboards, scorecards, and automated reporting solutions using BI tools such as Power BI, Tableau, and SQL-based platforms.
• Act as the primary point of contact for reporting requests, gathering requirements, and ensuring outputs meet accuracy, compliance, and stakeholder expectations.
• Drive the strategy of process automation and innovation initiatives to improve efficiency and scalability of reporting workflows.
• Perform hands on development and provide support for PSBB owned and operational applications including electronic form configuration and formatting; collaborate with DS Support on template creation, testing, validation, and stakeholder approvals.
• Perform and support production posting and post–go live updates while delivering end to end production support for TM Forms Automation, including defect analysis, troubleshooting, and escalation management.
• Provide and lead UAT and IT incident management support; maintain UiPath automation workflows; and develop test scripts, release documentation, and deployment activities.
• Lead the approach of ongoing enhancement, stewardship, maintenance, and development of automation solutions, ensuring optimal performance, scalability, and alignment with evolving business objectives.
• Support the manager overseeing data integrity and governance across reporting systems, implementing best practices for quality control and compliance.
• Provide advanced technical guidance and mentorship to team members on SQL queries, BI tools, and data visualization techniques.
• Collaborate with your manager on strategic projects and assist in preparing presentations and insights for senior leadership.
• Monitor and report on team KPIs, including turnaround times, report accuracy, and stakeholder satisfaction.
• Foster a collaborative team environment focused on continuous learning and improvement.

• 5+ years of related experience in Analytics, Reporting, or business intelligence roles.
• Bachelor's degree or equivalent experience required.
• Proven leadership experience in managing analytics or BI teams.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of data analytics tools (SQL, Power BI, Tableau) and reporting best practices. Strong data visualization and automation skills.
• Intermediate knowledge and experience in business intelligence processes and experience implementing analytical change in growth environments; experience in project management and stakeholder engagement capabilities.
• Intermediate knowledge and experience in overseeing automation initiatives or process improvement projects preferred. Familiarity with workflow optimization and integration of automated solutions is a plus.
• Advanced speaking and writing communication skills.
• Occasional travel required.

We offer all the important things you’d want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands‑on experience to help…