What are the responsibilities and job description for the Data Analyst position at Credit Union 1?
We are currently hiring for our Data Analyst position! Our ideal candidate will have experience working as a data analyst, strong analytical abilities, and advanced organization and communication skills. If you're interested in joining the Finance team at Credit Union 1 - we would love to hear from you!
JOB SUMMARY:
The position’s primary role is to provide support to the credit union on behalf of the finance department for data analytics. The position brings technical expertise to support strategic initiatives and report on the efficacy of those initiatives to enhance and elevate the credit union’s business decisions. This position will problem-solve through data, while thoughtfully incorporating product dynamics, marketing influences, and a wide range of member impact into recommended solutions. This position will gather sales and production data and report findings and suggestive enhancements to improve operational efficiencies. The position will be responsible for automated reporting functionality.
ESSENTIAL JOB FUNCTIONS:
70% Data Analytics
- Designs, conducts, analyzes, reports on, and manages branch and market production results.
- Develops necessary reporting using Excel and PowerBI tools and provides monthly metrics to show opportunities and trends within lending and operations.
- Conducts research on member experience, services, and products via a variety of research methods.
- Assist management in establishing or enhancing the measurement of key performance indicators via new dashboards/scorecards.
- Assess the scope and pervasiveness of an item.
- Assist with competitive analysis of external financial institutions.
30% Reporting and Forecasting Automation
- Assists in the automation of financial reporting.
- Provides reporting on marketing campaigns reporting on efficacy of said campaigns.
- Develop forecasting through the utilization of parameter fields, ARIMA, R, and various other seasonality approaches.
- Assists with the reporting and backtesting assumption for liquidity risk, interest rate risk, concentration risk and credit risk management.
- Assists with managing profitability and operational efficiency measurements and reporting.
- Manage all incoming marketing data requests.
QUALIFICATIONS:
Minimum Qualifications:
Bachelor’s degree. Minimum of three years’ experience in a data analyst capacity. Demonstrated use of PowerBI and/or Tableau in an advanced capacity and experience with analyzing and reporting on large dataset is required. High level of analytical and project management skills. Advanced oral and written communication skills. Flexibility (the ability to handle multiple tasks and to prioritize tasks) and strong organizational skills is required. Prior knowledge and experience in the utilization and execution of DAX and MFormula expressions. Prior experience writing Advanced SQL Statements.
Preferred Qualifications:
Prior financial institution experience preferred. Understanding of HTML Coding and CSS Selectors preferred. Ability to read Visual Basic Application (VBA) Code. Prior experience using PowerAutomate preferred.
Only applicants that meet the minimum qualifications for the position will be selected for an interview. This position is open until filled.
Thank you for your interest in working for Credit Union 1!
Credit Union 1 provides equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any type without regard to race, color, religion, sex, age, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.