Responsibilities

• Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T-SQL), best practices and efficient coding techniques.
• Perform duties using system development lifecycle (SDLC), includingeliciting requirements from stakeholders, creating prototypes, developing code, conducting UAT, and delivering data visualizations in PowerBI reports and/or PowerPoint presentations.
• Perform quantitative analysis and apply technological data mining and analysis of marketing and growth objectives.
• Develop forecasting models to support campaign budgeting and member growth projections.
• Develop analytical models for churn analysis, member lifetime value, and return on ad spend (ROAS).
• Develop and maintain analytical reports, dashboards, and visualizations to track key performance indicators (KPIs) related to campaign performance, product penetration, and member segmentation.
• Design and implement solutions, leveraging digital analytic tools to monitor website usage, funnel conversion, and online banking behavior.
• Drive and own research initiatives, applying sound judgement to identify trends, patterns, and anomalies in marketing and member behavior that can inform strategic decisions or highlight optimization opportunities.
• Exercise discretion when analyzing data to ensure the accuracy, consistency, and integrity of data by performing regular data quality checks.
• Consult with the marketing team in driving solid business processes, which will help promote high-quality data.
• Demonstrate the ability to work in a collaborative environment, building strong and effective relationships with team members, department leadership, and key stakeholders while exhibiting excellent communication skills.Lead data visualization and storytelling efforts, presenting findings and insights to both technical and non-technical stakeholders, providing independent decisions and clear data-driven recommendations.
• Use independent judgement and demonstrate autonomy, self-manage multiple projects, and play an interactive role in effectively executing duties as outlined.
• Identify opportunities to streamline reporting and analysis processes, automating repetitive tasks where possible.
• Maintain a comprehensive understanding of business processes across the entire organization and how they interrelate.
• Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization.
• Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards.
• Support and uphold company culture by aligning your work with the credit union’s mission and values, contributing to a positive, high-performing environment.
• Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success.
• Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures.
• Supporting Functions - Provide back-up and support to management, as directed. - Performs special projects and other responsibilities, as directed.

Requirements

• Bachelor’s degree in Data Science, Computer Science, Information Technology, Economics, Information Systems, Statistics, Applied Mathematics, Finance, Accounting, or related field, required.
• Minimum five years of experience in an Analyst role (ideally in marketing, business, or financial services), SQL programming skills (T-SQL Preferred) and applying math/statistics to data modeling, required.
• Two years or recent experience working with Power BI.
• Experience working in a fast-paced, startup like environment where agility is expected.
• Experience working in cloud technologies (Azure Preferred).
• Experience in Google Analytics or Adobe Analytics.
• Excellent oral and written communication skills, required.
• Must be proficient in computer programs (e.g., Microsoft Office Suite).

Nice to Have

• Experience with marketing campaign testing and performance, preferred.
• Experience with Credit Unions and/or financial institutions, highly preferred.

Benefits

• Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.
• 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.
• Bonus program: All employees are rewarded for attaining our annual organizational goals.
• Tuition Reimbursement program for employees eligible after six months of service.
• Recognition program where employees can be nominated by management, their peers or by members.
• Employee referral bonus.
• Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.
• Employees are eligible to receive a consumer loan rate discount
• Vacation and sick time: Full-time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.