Municipal Credit Union

Product Analyst

• Lead the design, automation, and delivery of monthly and ad-hoc reporting on product performance, revenue, cost metrics, and member behavior, enabling senior leadership to make time, strategic decisions
• Integrate and validate data from multiple internal and external systems, ensuring accuracy and constancy for enterprise reporting, strategic planning, and compliance
• Liaise directly with stakeholders to resolve data integrity issues and enhance reporting quality
• Develop automated reports and automate current routine reports to improve efficiency
• Assist with various product related initiatives including but not limited to pricing analysis, collateral material, product dashboard, etc.
• Support key product launch and implementation
• Conduct market and competitive research to identify opportunity alongside Product Managers
• Conduct member research to identify key member pain points
• Provide accurate ad hoc reporting when requested by business line and product management stakeholders
• Collaborate with business development to analyze member and market data providing insights and strategic recommendations that support organizational growth goals
• Partner with marketing to evaluate and optimize campaign performance, leveraging product and member data to improve targeting, conversion, and ROI
• Onboard, train, and provide ongoing guidance for analysts ensuring the consistency in analytics processes, data interpretation, and reporting standards
• Serve as a cross-functional analytics resource for initiatives that span across the marketing division
• Perform other related duties as requested and special projects as assigned.

Data Analyst

• Develop and maintain data pipelines, workflows, and APIs.
• Document data assets and map data flows across systems to support transparency, traceability, and compliance.
• Define, describe, organize, and categorize data sets to support efficient access and understanding across the organization.
• Analyze data to uncover trends, patterns, and actionable insights that inform operational improvements and strategic initiatives.
• Design, build, and maintain dashboards, scorecards, and ad hoc reports using tools like Power BI and Tableau.
• Translate business needs into data requirements and reporting specifications.
• Partner with business units to identify KPIs and develop visualizations that support operational and strategic goals.
• Ensure data accuracy and consistency across reporting platforms.
• Collaborate with stakeholders to understand data needs and deliver insights that inform product, member, and market strategies.
• Maintain documentation and metadata for reports and dashboards.
• Maintain and regularly update the enterprise data dictionary and a centralized index of reports and dashboards to ensure transparency and accessibility.
• Contribute to data literacy efforts by supporting training and enablement programs.
• Develop and deliver training sessions, workshops, and documentation to help business users effectively use BI tools.
• Provide ongoing support and guidance to users on interpreting dashboards and reports.
• Promote self-service analytics and foster a data-driven culture across departments.
• Identify and compile data sets using a variety of transformation tools to help predict, improve, and measure the success of key business-to-business outcomes.
• Analyze and resolve complex data quality issues, utilizing advanced data profiling, cleansing, and monitoring techniques to maintain data integrity and reliability.
• Clean and organize raw data and generate data tables in support of business intelligence and data science projects.
• Build working relationships with team members and subject matter experts.

IT Support

• Lead and supervise the Help Desk team, including scheduling, training, and performance management.
• Ensure timely resolution of technical support requests via phone, email, and ticketing system.
• Monitor ticket queues and prioritize issues based on urgency and impact.
• Develop and enforce Help Desk procedures, standards, and documentation practices.
• Provide hands-on technical support and escalation for complex issues.
• Collaborate with IT leadership to identify trends and implement process improvements.
• Maintain inventory of support equipment and software licenses.
• Coordinate with vendors and third-party support providers as needed.
• Track and report on Help Desk metrics, including response times, resolution rates, and customer satisfaction.
• Support onboarding and offboarding processes for IT equipment and access.
• Ensure compliance with IT policies and security protocols.
• Foster a customer-focused culture and promote continuous learning within the team.

Help Desk Team Lead

Financial Planning and Analysis

• Maintain and update assumptions to be used in the ALM models maintained by third party advisory firms.
• Support the development and execution of stress testing scenarios to assess the credit union’s resilience to adverse economic conditions and regulatory requirements.
• Establish and maintain working relationships with third party advisory firms engaged by MCU in support of ALM and Investment strategies.
• Oversee the preparation of ALM analytics prepared by third party advisory firms.
• Participate in the monthly, quarterly, and annual forecasting process to ensure both the timeliness and accuracy of reporting.
• Serve as the subject matter expert on all planning and budgeting software tools used by the department.
• Must be adept at developing ad hoc complex models in Excel when third party models cannot be used.
• Review and ensure application of appropriate internal controls, compliance and financial procedures.
• Monitor key financial metrics and performance indicators, analyzing trends and identifying areas for improvement or risk mitigation.
• Collaborate with the Accounting team during the monthly close process by providing monthly margin analysis, rate volume analysis, ensuring reported results are fairly and accurately reported.
• Responsible for preparing monthly reporting and analyses for management and board reporting, as well as all ALCO reports.
• Perform the decision support analysis for purchases of investments and loan participations.
• Oversee pricing strategies for loan and deposit products.

Product Analyst

Data Analyst

Help Desk Team Lead

Senior Financial Analyst, FP&A