Project Manager/Business Analyst
Company: Mechanics Cooperative Bank
Location: Taunton
Posted on: April 1, 2026
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Job Description:
Position: Project Manager/Business Analyst Location: Taunton, MA
Status: Full Time Summary: This shared role will split
responsibilities between Business Intelligence and Innovation &
Strategy. The successful candidate will work with all departments
across the enterprise to create efficiencies through process
improvement and strategic deployment of new technology solutions,
help to drive the Bank's culture around data-driven decision
making, and support administration of critical systems, including
the Finastra Phoenix core. Specific Duties and Accountabilities:
Work collaboratively with various Business Unit Owners to identify,
plan, and implement processes to improve business efficiencies and
increase profitability. Manage the planning and execution of
enterprise projects from start to finish, ensuring deliverables are
satisfied on schedule and on budget. Monitor the status of key
project milestones using Jira and other project management tools.
Work with various business partners in development, management,
testing, delivery, and installation of new/enhanced procedures,
products, services, and internal systems. Manage data integration
for AnalyzerIQ, a self-service reporting and market research tool.
Work with Marketing and Customer Experience to maximize adoption of
AnalyzerIQ while investigating other avenues for market research,
segmentation, and behavioral analysis. Acquire and extract primary
or secondary data from various data sources that house key data to
provide business units with data necessary to monitor operations
and make informed decisions. Function as primary system
administrator for the Bank’s training application. Responsible for
creation of training support tools. Coordinate training content,
synthesizing policies, procedures, and other documentation from
subject matter experts and working with the Digital Media
Specialist to continuously produce engaging course materials.
Ensure that training content is organized and trackable with the
approval of the First VP of Human Resources. Prepare and deliver
daily, weekly, monthly, and quarterly standard reports; generating
ad hoc reports, as necessary. Function as primary or secondary
system administrator for critical applications along with the 1st
VP of Business Intelligence, ensuring that all administrative
changes are performed in alignment with the Bank’s change
management policies and under dual controls where necessary.
Create, maintain, and distribute monthly board reports. Provide
training and support to staff who produce their own reporting using
Power BI or other tools. Provide ongoing user support for datasets
and dashboards in Power BI. Prioritize requests for new dashboards
and datasets. Perform validations on dashboard data in both Power
BI and AnalyzerIQ to ensure accuracy and relevance. Onboard Phoenix
core system users. Add, change, and remove, as needed. Prioritize
and facilitate requests for new Phoenix Workflow processes. Must
have a valid driver’s license, vehicle registration and automobile
personal liability insurance. Must have possession of a mobile
phone required to perform multifactor authentication on system
applications and as a method of contact. Follow all procedures
pertaining to the Bank's policies of BSA, USA Patriot Act, and
OFAC. Attend training when available, and to keep abreast of all
information regarding changes and updates. Reporting to Management
any acts of disregard to these policies. Ensure confidentiality
within all areas of responsibility. Successfully complete all
company required and job specific training. Perform additional
duties as required. Must be able to lift up to twenty pounds.
Additional Responsibilities as Backup: Coordinate user access
across the enterprise in Phoenix Workflow. Execute development of
new Workflow automations. Maintain existing Workflow processes to
ensure that they stay up to date with new Phoenix releases. Support
implementation and administration of data integration tools, such
as Monarch. Create engaging learning content in video, SCORM, and
other formats. Gain a working knowledge and understanding of other
Innovation & Strategy tools and processes to be able to serve in a
backup capacity, including but not limited to board reporting
procedures and Power Automate processes. Knowledge/Skills Required:
A minimum of 5 years of experience in a financial institution with
a strong knowledge of data, operations, technology, systems,
policies, and procedures Track record of managing large-scale
projects with numerous stakeholders, ensuring that deliverables are
completed on time and under budget Experience Jira, Confluence, or
similar project management and tracking tools. Working knowledge of
the Agile project management framework Advanced problem-solving
skills requiring collection, interpretation, and analysis of data
from diverse sources to find solutions to problems that are
technically complex Experience with business intelligence platforms
such as Microsoft Power BI. Additional experience with advanced
reporting tools and methods, including general knowledge of
structured query language (SQL) as well as SQL Server and related
tools, is preferred. Deep understanding of data elements within the
core system and ancillary systems to assist with the implementation
of processes to improve business efficiencies. Technical skills to
effectively perform and guide new system’s testing/implementation
activities and tasks in a manner that consistently achieves high
quality standards or benchmarks Experience with Learning Management
Systems (LMS) is preferred, with an emphasis on generation of
quality course content Proficient in MS Word, Excel, Access,
PowerPoint, and the Bank’s query engines. Technical skills required
to create advanced queries and reports Excellent oral and written
communication skills Strong knowledge of industry’s processes,
procedures, and workflow Must be able to relate to other people
beyond giving and receiving instructions Must be able to get along
with coworkers or peers without exhibiting behavioral extremes
Display a willingness to receive and respond appropriately to
criticism from a supervisor Ability to effectively communicate
information and respond to questions in person and in group
settings with customers, vendors, and employees
Keywords: Mechanics Cooperative Bank, Lynn , Project Manager/Business Analyst, IT / Software / Systems , Taunton, Massachusetts
