Banking Data & Business Intelligence

Find the money the data is hiding.

Twenty-three years inside banking operations. I build the reporting that lets institutions see themselves clearly — then act on it.

Susan E. Canfield
23+ yrs
In banking ops
70+
Banks, credit unions & fintechs helped
1,000+
Strategies managed
Black belt
Certified Six Sigma
01

What I do

Start here

Health Check

A short diagnostic — often discounted — that gives you a straight read on where things stand today and points to the one or two areas where help would pay for itself. No commitment past the answer.

Revenue Enhancement

Money the bank has already earned but isn't collecting. I find it, prove it, and recover it.

Expense & Vendor Review

Top contracts read line by line and held against actual current market rates. Yesterday's rate quietly becomes today's overpayment.

Business Intelligence

Dashboards, scorecards, and board reporting that answer the question before it's asked.

Process Optimization

Six Sigma discipline applied to real bank workflows. Find the leak. Fix it. Keep it fixed.

02

Career

2025 — now

Senior Managing Director, Head of Analytics

Profit Insight — Mooresville, NC
Lead the analytics function turning global client data into actionable financial outcomes, and mentor the analyst team through every phase of an engagement. Champion AI initiatives to drive the business and interrogate its efficiency.
2015 — 2025

Senior Director, Head of Analytics

Profit Insight — Mooresville, NC
Own enterprise client relationships end to end — partnering with sales on financial results, then guiding implementation with advisory insight and global experience.
2013 — 2015

Director

Profit Insight — Mooresville, NC
Identified revenue opportunities clients could actually monetize — forecast, market relevance, regulatory fit. Managed a database of 1,000+ revenue strategies and the executive review that prioritized them.
2012 — 2013

Business Intelligence Manager

Metro Bank — Harrisburg, PA
Built the bank's reporting layer and delivered board-level scorecards. Earned Green Belt and Black Belt.
2009 — 2012

Operations Business Analyst

Metro Bank — Harrisburg, PA
Owned the bank's largest vendor relationship. Recovered $600,000 in a three-year invoice audit.
2006 — 2009

Business Operations & Process Improvement Analyst

Metro Bank — resolved SOX violations in Loan Servicing; $89K/yr saved.
2004 — 2006

Secondary Market Manager

TD Bank — built the Secondary Marketing department from scratch.
2003 — 2004

Mortgage Escrow Account Analyst

TD Bank — automated escrow tax and insurance payments.
2002 — 2003

Head Teller / CSR

TD Bank — vault and ATM settlement; K-3 financial literacy instructor.
03

Ask the Analyst

Money the bank already earned but isn't collecting — billing errors, misapplied fees, gaps between policy and practice. It's auditing what exists, not selling something new.
BI reports what happened. Analytics asks why, and what to do next. In practice a good team does both, constantly.
Same as a factory floor. Find the process, measure where it leaks, fix the root cause, add controls so it doesn't drift back. Loan review times, escrow errors, SLA misses — anything repeatable enough to measure.
Two places, almost always: a contracted rate that never got updated, or a volume number nobody reconciled against your own transaction counts.

Have your own question?

Banking, data, analytics, or process — I'd love to hear it. Connect with me on LinkedIn and send it my way. Good questions get added to the list above.

Ask me on LinkedIn
04

Connect

Susan E. Canfield
Susan E. Canfield
Banking Data & BI

Got a question about banking data?

Or an opportunity to discuss. LinkedIn is the fastest way to reach me.

Based inCentral Pennsylvania
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