Position Summary:
The Head of Data Management and Analytics is a strategic leadership role responsible for establishing and executing the vision, strategy, and roadmap for Technology Credit Union’s (Tech CU’s) data management, business intelligence, and Advanced analytics capabilities. This role leads the development and management of all data infrastructure, tools, and processes necessary to empower business units with actionable insights, drives data-driven decision-making, and fosters a strong data culture across the organization. The incumbent oversees the design, building, and management of data and processes to support operational analytics, simplifies and advances the current reporting platform, provides master data capabilities, and continuously identifies opportunities for process automation and improvement. Furthermore, this role champions the implementation of data science analytical methods to identify business opportunities and challenges with Tech CU’s member acquisition, deposit growth, loan portfolio (consumer, mortgage, and commercial) and other business areas, providing data-backed recommendations for strategic action.
The Head of Data Management and Analytics provides effective leadership to successfully transition Tech CU’s platforms and processes to the next generation of cloud-based BI and Artificial Intelligence (AI) capabilities as well as leads all advanced analytics efforts at Tech CU. This position requires strong business acumen, technical expertise, leadership skills, and the ability to collaborate effectively with internal teams and stakeholders across Marketing, Member Engagement, Retail, Credit Administration, Finance, Operations and other key departments.
Responsibilities:

EXPERIENCE:

• 12+ years’ increasing leadership experience with data management and analytics, working with data platforms and third-party tools to build and enhance statistical models, data models, data lakes, and forecasting models to maximize the use of relevant data to make smart decisions.
• 2+ years of experience required in data management, business intelligence, and/or data science roles, with progressive leadership experience.
• Proven experience in designing, building, and managing data warehouses, data lakes, and ETL/ELT processes.
• Proven experience in advanced analytics.
• Demonstrated experience in applying data science methodologies, statistical modeling, and machine learning techniques to solve business problems.
• Hands-on experience with cloud-based data platforms and technologies (e.g., Azure, Data Fabric/Snowflake/Databricks, etc.).
• Financial industry experience highly preferred.

KNOWLEDGE/SKILLS/ABILITIES:

• Strong understanding of business intelligence principles, data modeling techniques, and reporting tools (e.g., Tableau, Power BI, etc.).
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication, presentation, and interpersonal skills with the ability to effectively communicate technical concepts to both technical and non-technical audiences.
• Proven ability to build strong relationships and collaborate effectively with cross-functional teams.
• Demonstrated leadership skills with the ability to motivate and develop a high-performing team.
• Good knowledge and understanding of Machine Learning, Deep Learning and Artificial Intelligence.
• Ability to deploy enterprise solutions to the cloud (Azure).
• Excellent business acumen, business writing, and collaboration skills.
• Strong leadership skills, ability to perform under pressure and optimize the team’s resources to attain the business goals.
• Understanding of financial services industry regulations and data security best practices preferred.
  Travel: May be required to travel to Tech CU locations, typically with advance notice. May be required to attend offsite meetings or events, including some overnight travel, typically with advance notice.
  Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
  Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements: This position requires:

• Speaking and listening to interact with internal and external parties in person or via phone
• Reading a computer screen and performing keyboarding tasks for up to 80% of the day
• Sitting at desk and/or conference table for extended periods of time
• Mobility to travel occasionally

• Strategic Leadership & Vision: Develops and implements a comprehensive data management and analytics strategy aligned with Tech CU’s overall business objectives. Defines the vision and roadmap for evolving data platforms, tools, and capabilities, including the adoption of cloud BI and AI technologies.
• Team Leadership & Development: Provides effective leadership, mentorship, and guidance to the data management and analytics team, fostering a culture of innovation, collaboration, and continuous learning. Leads a team of TechCU employees and vendor resources.
• Data Management & Infrastructure: Designs, builds, and manages all data infrastructure, including data warehousing, data lakes, ETL/ELT (Extract, Transform, Load/Extract, Load, Transform) processes, and data governance frameworks to ensure data quality, integrity, security, and accessibility.
• Business Intelligence & Reporting: Manages, develops models, and supports all business intelligence tools and system environments necessary for business units to analyze historical data and generate actionable insights. Simplifies and advances the reporting platform to provide user-friendly access to information and analytics.
• Advanced Analytics & Data Science: Implements data science analytical methods, including statistical modeling, machine learning, and predictive analytics, to analyze loan data and other business data to identify trends, opportunities, and potential risks. Develops recommendations based on data-driven insights to capitalize on opportunities or solve business challenges.
• Master Data Management: Designs, builds, and manages master data capabilities to ensure consistent and accurate data across critical business domains.
• Process Improvement & Automation: Continuously identifies processes for automation and elimination by applying business process improvement methodologies wherever possible within the data management and analytics lifecycle.
• Stakeholder Collaboration: Builds strong business alignment and collaborates effectively with internal teams (including Technology, Finance, Credit Administration, Marketing, Operations, etc.) to understand their data needs and provide them with the platform and technology to easily access information and analytics.
• Regulatory Compliance: Ensures all data management and analytics activities are conducted within the guidelines of industry regulations and Tech CU policies and procedures.
• Project Management: Oversees data-related projects, ensuring they are delivered on time, within budget, and meet the required business objectives.
• Vendor Management: Evaluates and manages relationships with external vendors providing data management and analytics tools and services.
• Research & Analysis: Conducts research and analysis of industry best practices and emerging trends in data management, business intelligence, and advanced analytics to ensure Tech CU remains at the forefront of data utilization.