Responsibilities

• Serve as a senior resource within the Business Intelligence team, sharing knowledge, providing guidance to support team members, and helping ensure consistency and quality across data initiatives.
• Partner collaboratively with Information Systems, Marketing, Finance, Operations, Lending, and other business areas to ensure data and analytical solutions support enterprise priorities and strategic objectives.
• Promote a data-driven culture by helping leaders and teams understand, interpret, and effectively use data.
• Complete assigned analysis requests, reports, and ad hoc data inquiries within established service expectations and timelines.
• Build and maintain recurring dashboards/reports.
• Serve as a Business Intelligence resource and subject matter expert on Financial Center's members, their behaviors, relationships, needs, and opportunities.
• Analyze internal and external data to identify trends in member behavior, financial performance, engagement, growth, retention, and financial wellness.
• Serve as a primary Business Intelligence partner to Marketing, supporting segmentation, targeting, campaign analysis, personalization, and marketing ROI.
• Develop expertise in member intelligence and analytical platforms including Rise Analytics, Segmint, SavvyMoney, demographic data, survey data, and other internal and external data resources.
• Translate complex data using Power BI, Excel, dashboards, and other analytical tools into clear, business-relevant insights that tell the story behind the numbers, identify key drivers and trends, use predictive analytics to anticipate what may happen next, and recommend actions to support informed decision-making.

Requirements

• Bachelor’s degree from a four-year (4) college or university; degree in business analytics, marketing, or data analytics preferred.
• Minimum (5) years of experience in business intelligence, data analytics, market research, customer or member insights, marketing analytics, customer experience, financial services, or related discipline, preferably in financial services.
• Advanced proficiency with Microsoft Excel for analysis, modeling, data, and presentation.
• Strong analytical, critical thinking, research, and problem-solving skills. Ability to work with large datasets and recognize patterns, trends, relationships, and anomalies.
• Strong written, verbal, presentation, and data visualization skills.
• Familiarity with SQL, data warehouses, statistical analysis, or predictive modeling is preferred but not required.

Preferred

• Familiarity with SQL, data warehouses, statistical analysis, or predictive modeling is preferred but not required
• degree in business analytics, marketing, or data analytics preferred