Senior Data Analyst

Primary Duties And Responsibilities

• Partners with internal business units, acting as a consultant for business units by leveraging a variety of data resources to build dashboards, produce operational reporting, and perform in-depth analysis to help partners better understand their unit's performance.
• Leads meetings with internal customers to understand data needs.
• Reconciles data models to financial records where applicable to verify completeness and accuracy.
• In partnership with Data Engineering teams, designs dashboards, queries, and data structures to provide a single source of truth for institutional data.
• Ensures reporting and insights are aligned with strategic goals and priorities, while maintaining neutrality in producing data for oversight.
• Works a Jira request queue for datasets or data models and responds in adherence with SLAs where applicable.
• Led new projects with confidence and independence and communicates status updates regularly with stakeholders and senior management.
• Mentors and leads junior team members by being a subject matter expert with technical-side expertise (PowerBI, Excel, SQL).
• Directly supports senior management by sourcing and analyzing large sets of data to identify and advise on opportunities to optimize Credit Union financial performance.
• Analyzes internal and external data to identify trends, patterns, and insights that are used by Credit Union leaders to inform business decisions.
• Develops positive working relationships across the Credit Union by providing reliable, valuable insight and perspective through reporting and analysis, and uses those relationships to strengthen data utilization.
• Communicates findings, recommendations, and project updates to stakeholders and executives in a clear and understandable way.
• Identifies gaps in current performance reporting and/or analysis to contribute additional insights for decision makers.
• Prioritizes initiatives based on business needs and requirements.

Education And Experience

• Bachelor’s degree in Business, Finance, Information Systems or similar is required.
• Financial Institution experience recommended.
• 10+ years’ experience working with SQL and PowerBI required to navigate significant amounts of data required.
• Experience applying analytical methods to complex business problems, driving improved decision making and outcomes.
• Exposure to Snowflake, Jira, and Microsoft SQL Server Reporting Services required.
• Understanding of FASB/accounting a plus.

Knowledge, Skills, And Abilities

• Advanced Excel knowledge required.
• Comfortable navigating a variety of business systems as required to support all business units.
• Demonstrated knowledge of the financial industry and its products and services.
• Advanced critical thinking and problem solving skills.
• Ability to independently research complex problem areas, facilitate meetings and high-level decision-making processes.
• Must be able to work independently and be a self-starter, comfortable initiating new processes and creating reporting from scratch.
• High degree of professionalism and communication skills to translate data observations to all levels of leadership including Executive and Board.
• Must understand and comply with all required federal and state regulations associated with this position.

Benefits

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities - and earn additional PTO hours!
• On-site clinics for Vaccines and Mammograms
• And many more!