Research potential opportunities and insights for internal stakeholders.
Update and distribute recurring dashboards, reports, and member lists to internal customers.
Retrieve, prepare, and upload internal data to external vendor platforms.
Provide ad-hoc reporting, dashboards and status updates to internal customers based on internal ticketing system.
Present results of data analysis to credit union management for consideration when making business decisions.
Look for any opportunities to automate, streamline, or simplify existing processes.
Look for additional opportunities to leverage analytics across all business functions.
Advocate and demonstrate company brand.
Other duties as assigned.

Requirements

4-year college degree in Business, Math, Statistics, or Information Technology or equivalent combination of education, skills, and professional experience
Minimum of 1 year experience as a business analyst or related field (banking or finance preferred)
Proficient with MS Excel’s advanced functionalities, including complex formulas
Experience with data visualization tools (Power BI/Tableau)
Experience working with large databases and query writing
Excellent communication skills
Ability to reconcile and validate data, think critically, and look for solutions
Takes initiative to proactively add value to the member and credit union
Positive and optimistic
Acts with integrity and adheres to ethical standards in all interactions.
Acceptable background check; credit, criminal and insurance.

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Voluntary Life
Pet Insurance
HSA/FSA/DCA
Accident Insurance
Critical Illness Insurance
401K with generous employer contribution
Company Paid Benefits Include: Group Life Insurance
Short-term Disability
Long-term Disability
HSA Employer Contribution and Matching
Employer Paid HRA
Parental Leave
10 Paid Holidays
Birthday Off with Pay
Paid Community Service Time
PTO
Flexible work from home options available.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisdata visualizationquery writingadvanced Excel functionalitiescomplex formulasreportingdashboard creationdata reconciliationdata validationprocess automation

Soft Skills

communicationcritical thinkinginitiativeproblem-solvingintegrityoptimismcustomer advocacycollaborationadaptabilityattention to detail