Data Analyst II- Remote

About the role

The Data Analyst is responsible for transforming complex business data into meaningful insights that support strategic decision-making across the Credit Union. This role partners with business leaders to develop enterprise reporting solutions, identify trends and opportunities, and deliver data-driven recommendations that improve operational performance, enhance the member experience, and support organizational growth.

Responsibilities

• Design, develop, and maintain enterprise Tableau dashboards, executive scorecards, and key performance indicator (KPI) reporting.
• Develop, optimize, and troubleshoot complex SQL queries, stored procedures, views, Common Table Expressions (CTEs), window functions, and other database objects to support enterprise reporting and analytics.
• Analyze large volumes of financial, operational, lending, and member data to identify trends, opportunities, risks, and actionable business insights.
• Partner with executive leadership and business stakeholders to understand reporting requirements and translate business needs into scalable analytical solutions.
• Validate data accuracy, perform root cause analysis, and ensure the integrity, consistency, and quality of reporting solutions.
• Develop forecasting models, trend analyses, and statistical analyses to support strategic planning and business initiatives.
• Present analytical findings and recommendations through professional visualizations and executive-level presentations that facilitate informed decision-making.
• Serve as a subject matter expert for business intelligence and reporting, providing guidance and mentoring to junior analysts as appropriate.
• Participate in cross-functional projects and perform other duties as assigned.

Qualifications

• Bachelor's degree in Data Analytics, Computer Science, Information Systems, Statistics, Mathematics, Finance, Business Analytics, or a related discipline required; Master's degree preferred.
• Eight (8) or more years of progressively responsible experience in data analytics, business intelligence, or a related field.
• Advanced experience developing complex SQL solutions, including query optimization, stored procedures, complex joins, Common Table Expressions (CTEs), window functions, and performance tuning.
• Extensive experience designing and developing Tableau dashboards utilizing Tableau Desktop, Tableau Server or Cloud, Tableau Prep, calculated fields, Level of Detail (LOD) expressions, and dashboard performance optimization.
• Experience developing executive dashboards, operational reporting, and enterprise business intelligence solutions.
• Experience within a Credit Union, banking, financial services, mortgage, or lending environment strongly preferred.

Skills

• Expertise in Advanced SQL development and relational database concepts.
• Tableau Desktop, Tableau Server/Cloud, and Tableau Prep.
• Business intelligence reporting and dashboard development.
• Executive KPI reporting and performance measurement.
• Forecasting, predictive analytics, and trend analysis.
• Data visualization and executive presentation techniques.
• Python or R programming experience is desirable.

Core Competencies

• Exceptional analytical, critical thinking, and problem-solving skills.
• Strong business and financial acumen with the ability to interpret complex data and provide strategic recommendations.
• Excellent verbal, written, and presentation skills with the ability to communicate effectively at all organizational levels.
• Proven ability to explain technical concepts to non-technical audiences.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• High attention to detail and commitment to data accuracy and integrity.
• Strong collaboration, relationship-building, and stakeholder management skills.
• Self-motivation, sound judgment, and the ability to work independently while contributing to a collaborative team environment.