Position Summary
Reporting line: This position reports directly to the Branch Operations Analyst.
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The Junior Branch Operations Analyst supports the Branch Operations Analyst in collecting data, preparing operational reports, calculating KPIs and monthly incentives, and assisting with operational planning and improvement initiatives across the branch network. This role focuses on reliable data handling, report preparation, and basic analysis to ensure accurate and timely operational insights.
Key Responsibilities
Data Collection & Reporting Support
• Support the creation and maintenance of dashboards and KPI trackers.
• Assist in preparing quarterly performance summaries and data packs for management.
• Ensure accuracy and completeness of all data used for reporting.
• Collect, clean, and organize operational data from branches and internal systems.
• Prepare daily, weekly, and monthly reports under the guidance of the Branch Operations Analyst.
KPI & Incentive Calculation Support
• Help document and update incentive spreadsheets, templates, and evaluation sheets.
• Support the calculation of branch KPIs by compiling required data and performing initial checks.
• Assist in preparing monthly incentive and bonus calculations, ensuring data accuracy before review by the Branch Operations Analyst.
Basic Modeling & Analysis
• Build and maintain simple models (e.g., Excel- based forecasting, headcount trackers) with supervision.
• Assist in validating model inputs, checking assumptions, and preparing model outputs.
• Perform preliminary analyses to identify basic trends, variances, and operational issues.
Operational Planning Support
• Support preparation of headcount plans, shift data, and workforce schedules.
• Provide data and documentation needed for inventory, operational reviews.
• Assist with budget preparation by gathering cost and activity data.
Project & Process Support
• Assist in gathering feedback from branches and updating workflow materials.
• Participate in operational improvement projects by performing data checks, preparing documentation, and tracking tasks.
• Help monitor project timelines and prepare summary notes.
Other Tasks
• Provide administrative and analytical support to the operations team as needed.
• Follow internal processes and ensure compliance with reporting standards.
• Perform additional tasks assigned by the Branch Operations Analyst or Operations Manager.
