Business Intelligence Analyst (On-Site)

at  Ascentra Credit Union

• This position requires full-time on-site work with the flexibility of remote work at times after you get acclimated to the position. If relocation is needed, relocation reimbursement may be available.
  The Role: As a Data Analyst, you’ll play a crucial role in business intelligence reporting and analyzing data to improve member experiences, streamline processes, fuel product innovation, and drive strategic decision-making. this role also involves collaborating closely with stakeholders from various departments to prioritize business and information needs and presenting data-driven recommendations. If you have strong analytical skills, expertise in Excel, SQL, Power BI, and a passion for turning data into actionable insights, we want to hear from you.
  Our Culture: Ascenta’s culture is centered on Listening, Caring, Doing What’s Right philosophy. Just like in our humble beginning, Ascentra is all about helping people - the core belief of the credit union movement. With down-to-earth staff with a heart for helping others, our culture centers around relationships and making a difference in the lives of others; co-workers, our members, and out community. Enjoy competitive benefits, a supportive team environment, and the opportunity to make a real impact.

REQUIREMENTS OF THE POSITION:

Bachelors degree in finance, accounting, business, or equivalent related experience.
Three to five years experience in data analysis using SQL.
Three to five years experience creating reports and dashboards using Power BI.
Three to five years experience at a financial institution preferred.
Proficient in Microsoft Excel (such as pivot tables, VLOOKUP, and other functions).
Knowledge of relational database design, querying, data modeling and data warehouse preferred.
Advanced data gathering and data analytic skills.
Ability to have a high level of integrity and handle confidential information.
Excellent communication and organizational skills.
Strong attention to detail and problem-solving ability.
Excellent decision-making skills.
Ability to perform under pressure.
Team player.

PHYSICAL REQUIREMENTS:

Light work Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of
forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

HUMAN RELATION SKILLS NEEDED:

Ability to communicate effectively with members, staff, and contacts outside of credit union in a timely, accurate and efficient manner.

INTERNAL TRAINING REQUIREMENTS:

Please refer to the credit union intranet for the internal requirements for this position.

ANNUAL TRAINING REQUIREMENTS:

Compliance and Regulatory (BSA, OFAC, etc.)
Security Awareness Training
Diversity, Ethics, Sexual Harassment, and Sensitivit

PRINCIPAL DUTIES/RESPONSIBILITIES:

1. Lead the design, development, and maintenance of ongoing data analysis, metrics, reports, dashboards, etc. to support strategic business decisions.
2. Identify and analyze industry, geographic and technology trends with business strategy implications.
3. Conduct research as necessary to prepare, process, analyze, and share reports and dashboards, fostering data driven decision-making.
4. Identify business data gaps and coordinate the necessary improvements and/or changes to improve data quality and drive process improvements.
5. Support integration of new data sources into the data warehouse and identify key performance indicators that reflect business performance and defined needs.
6. Collaborate with departmental leaders to facilitate and achieve high-quality, data-driven decisions.
7. Simplify and automate reporting, and other data activities; developing scalable solutions that empowers stakeholders with self-service capabilities.
8. Analyze current business intelligence or trend data to support recommendations for action.
9. Solve complex and broad business problems with analytically derived solutions, applying appropriate analytical best practices to drive solutions.
10. Deliver analytical results to technical and non-technical audiences and partner with them to identify opportunities for improvement.
11. Contribute to special projects aimed at enhancing performance, improving efficiencies, and reducing costs, collaborating with cross-functional teams as required.
12. Create or review technical design documentation to ensure the accurate development of reporting solutions.
13. Actively and thoughtfully communicate with their supervisor, planning their goals and development, taking accountability for their actions, and striving for excellence.

GENERAL DUTIES/RESPONSIBILITIES:

1. Promote products and services.
2. Attend all meetings as required.
3. Maintain clean and professional work area and appearance.
4. Maintain positive public relations and promote credit union within the community.
5. Communicate with co-workers, management, clients, and others in a courteous and professional manner.
6. Complete educational programs as required.
7. Always perform the following commitments of service to each member:
   a. Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
   b. Keep a smile in my voice as well as on my face.
   c. Answer the telephone by the third ring.
   d. Call people by name and thank them.
   e. Give people my full and undivided attention; focus on the person face to face and on the telephone.
   f. Take responsibility for solving the individual’s problem instead of referring it to someone else.
   g. Deliver on commitments of action(s), so excuses won’t be necessary.
   h. Follow through on necessary action(s) to be sure the problem is solved.
   i. Know that what’s important is not only who or what created the problem but how the problem can be corrected.
   j. Protect confidential information.
8. Other duties as assigned.