Finance Data Analyst

UW Credit Union’s Finance Department is seeking a Data Analyst who is passionate about turning data into actionable insights that drive growth and innovation. This position requires you to be onsite in Madison, WI working from the office 3 days per week. No relocation assistance will be provided.

Responsibilities

• Solution Development
  • Proficiency in using advanced data analysis and visualization tools, ability to integrate data insights into business processes.
  • Participate in the creation of new frameworks and data-driven solutions.
  • Work with complex data sets, identify trends and patterns, and make data-driven recommendations.
  • Understand JOIN and aggregates in SQL; build basic data pipelines using dbt.
  • Create complex visualizations in Tableau.
  • Validate all work through reasonability checks, comparisons to historical results and benchmarks, end-user validation processes, and other processes established by the team.
  • Complete all documentation of data structures, measures, metadata, assumptions, models, reports and analyses, client-focused training materials, and other documentation as required.
  • Provide peer review of colleagues' coding, results, analyses, and other deliverables.
  • Maintain and update existing reports and tools based on changes in strategic priorities, the external environment, underlying software, data structure changes, or end-use workflows.
• Project Coordination / Business Analysis
  • Collaborate with business partners to define problems and suggest initial data-driven solutions.
  • Thorough understanding of the business domain; ability to take business problems and identify impactful ways to address them using data.
  • Work with business units to understand data needs, refine Use Case criteria, identify appropriate data sources, and profile data to ensure appropriateness.
  • Provide relevant and appropriate consultation to analytics clients including oral and written presentations at meetings or to leadership.
  • Proactively develop and maintain working knowledge of organizational structure, core leaders, decision makers, relationships with other areas, and the market.
  • Apply knowledge of organization to help optimize the efficiency and success of client engagements.
  • Forecast workload volume to ensure availability to meet demands and establish priority guidelines; negotiate timelines with partners.
• Personal Development
  • Actively collaborate with colleagues by contributing experience and insight.
  • Lead knowledge-sharing sessions with junior analysts.
  • Build relationships with peers, such as domain experts, to better understand the business mechanics that generated the data.
  • Display drive and curiosity to understand business process to its core.
  • Remain current on advancements in analytic technologies.
• Other Duties
  • Provide business partners and staff with technical assistance for business intelligence tools.
  • Participate in new vendor evaluations.
  • Ensure active usage of vendor-provided resources, including technical support, education, compliance, reporting, and user groups.
  • Maintain professional rapport with vendor contacts to facilitate progress with problem resolution and new product enhancements.
  • Perform all other duties as assigned.

Requirements

• Education & Experience
  • Bachelor’s degree in Information Systems, Computer Science, Data Science, business, or related field required or equivalent work experience.
  • 2-3 years of data analysis or analytics experience in two or more of the following:
    • Code development using SQL
    • Performance measure development
    • Organization, analysis, and modeling of multiple data sources
    • Development of data visualizations, dashboards, KPIs, etc.
    • Tableau development
  • 2-3 years of hands-on database querying experience required.
  • Experience in the financial services industry preferred.
• Skills
  • Advanced verbal and written communication skills.
  • Advanced presentation skills, including how to use storytelling to drive action.
  • Advanced interpersonal skills; ability to effectively collaborate with others and work as part of a team.
  • Ability to initiate and follow through on complex projects of both short- and long-term durations.
  • Advanced organization and time management skills.
  • Advanced analytical, critical thinking, and problem-solving skills.
  • Able to work with a large degree of independence; assumes responsibility for job development and training, researches and resolves questions and problems, requests leadership input, and keeps leadership informed.
  • Advanced skills in creating, designing, and developing interactive dashboards and visualizations.
  • Advanced ability to interpret business needs and translate into actionable analytic deliverables.
  • Must be able to work in a diverse, collaborative team environment.
  • Must be self-driven, curious, and creative.
  • Demonstrated attention to detail.
  • Demonstrated ability to manage multiple tasks and meet deadlines.

Benefits

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization.