Corporate Strategy - Sr Analyst Ii - Business Analytics

TITLE: SR ANALYST II - BUSINESS ANALYTICS
STATUS: EXEMPT
REPORT TO: MANAGER BUSINESS ANALYTICS 
DEPARTMENT: CORPORATE STRATEGY
JOB CODE: 11467

PAY SCALE: $119,300.00 - $130,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Senior Analyst II provides analytical support to our business partners.  You will work closely with credit union personnel and business partners to transform data into insights that improve and advance our products, services and/or business processes.  Also, you will help guide strategic development with leadership by gathering, preparing, and analyzing information to identify trends, summarize patterns, and provide data driven recommendations. 

This is a senior level analyst with Golden 1 Credit Union, and you will work with leadership or other analysts on highly complex analysis that impact Corporate Strategy using our data.  As a thought leader in the analytics space, you will function as a subject matter and technical expert amongst the team and business partners.  Projects will require the use of critical thinking and communication to complete, along with technical skills including SQL and PowerBI.  An understanding of how to use SAS Enterprise Guide, R or Python for statistical work or data manipulation is also expected. 

TASKS, DUTIES, FUNCTIONS:

• Lead analytics projects, triage analytic tasks, and deploy scalable analytic solutions
• Conduct complex analysis using advanced analytics methodologies
• Apply data mining, NLP, and machine learning techniques to improve relevance and personalization algorithms
• Partner with stakeholders such as product managers, data engineers, and analysts to design experiments and minimum viable products using business defined use-cases
• Create data stories from disparate and raw data sources that enable data driven decision making
• Mentor junior analysts on technical problem solving and analytics best practices
• Establish analytics best practices for the organization at scale
• Develop robust executive level data visualizations
• Proactively review business needs and suggest research projects that will add value to the Credit Union
• Manage required ad hoc report preparation, analysis, and presentation to management as reference for strategic decisions, committee review and other information requests
• Ensure compliance with applicable standards, rules, regulations, and systems of internal control
• Review and maintain an understanding of current and future economic landscape and internal and external influence
• Assist with signoff of reporting and analysis prior to release to the line of business
• Assist with the technical skill growth and business knowledge growth of junior analysts

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:

1. Effective oral and written communication skills required to assist other staff, share reports, coach staff, communicate clearly with management, and perform other related tasks
2. Must possess sufficient manual dexterity to skillfully operate standard office equipment, such as financial calculators, personal computer, and telephone

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of staff and management.
2. EXTERNAL: Vendors, other financial institutions, business partners and industry peers.

QUALIFICATIONS:

1. EDUCATION:
   • Requires a bachelor's degree in area of specialty (Accounting, Mathematics, Business Administration, Information Technology, or similarly quantitative/analytical degrees).  Equivalent work experience with required knowledge/skills may be substituted for degree. 
2. EXPERIENCE:
   • 11+ years or more of progressive banking/credit union experience.
   • 12+ years of Analytical Experience including:
   • 5+ years of data engineering experience with modern data analytics architectures such as (Hadoop, HIVE, Snowflake, Tabular DW, etc.)
   • 3+ years of experience programming in Python, or R
   • 3+ years of professional experience applying quantitative research in optimizing human decisions and supporting production ML models
   • 3+ years of experience using major machine learning frameworks (e.g. Scikit-learn, Pytorch, TensorFlow, and Keras) and algorithms (e.g., CNN, GAN, LSTM, RNN, etc.)
   • Knowledge of commonly used concepts, practices, and procedures within credit union operations.
3. KNOWLEDGE / SKILLS:

1. • Technical Skills
     • Required-Expert knowledge in the following systems/applications:
       • Microsoft Power BI - Building Visuals using existing Datasets, Power BI Desktop to build datasets and complex reporting and DAX Programming.
       • SQL Programming - Select Statements, Joins, Aggregating Data, temp tables, and complex querying.
       • Microsoft Excel- Formulas, functions, pivot tables, dashboard creation, data connections and automation with macros
       • SAS Enterprise Guide - Data Manipulation and transformation, data aggregation using the GUI tool, basic SAS programming.
       • Python and/or R Programming - Machine learning, quantitative analysis and data modeling
   • Leadership
     • Demonstrated leadership ability - capable of inspiring teammates towards a mentality of bias to action and leads by example
     • Guides external stakeholders to proper resources for inquiries
     • Mentor and develop employees throughout the department to assist with skills growth
     • Understands the balance of delegation and accountability
     • Supports and demonstrates cohesive leadership within the department
     • Supports team and department leadership with projects
   • Behavior
     • Self-motivated; can stay focused with minimal oversight
     • Ownership of their own professional and personal development
     • Attention to detail; ensures accuracy in work product
     • Ability to independently prioritize tasks
     • Leverages available tools and resources to stay organized and proactive
     • Takes initiative to identify, investigate and resolve stakeholder issues, including operational and support situations
     • Establishes, monitors, and reports key performance indicators
     • Takes the lead on projects to see them to completion
     • Helps manage the team workload and delegates work appropriately
     • Proactively looks for areas of improvement within the business and strives to find solutions
     • Maximizes efficiency through better procedures, processes, or controls
     • Open minded on new tools and methodologies that could be implemented to improve the team
   • Communication and Interaction
     • Ability to speak on behalf of the leadership team
     • Adept in resolving conflicts in a professional manner
     • Demonstrates desire and ambition to achieve
     • Knows when work product requires additional attention to presentation and acts accordingly to ensure deliverables match the need
     • Is available and sought after as a resource of relevant skill and knowledge
     • Able to work through roadblocks and find solutions
     • Able to speak in technical and business language based on the audience
     • Ability to ask relevant probing questions of external stakeholders to ensure alignment of solutions with business need
     • Solid presentation skills; Speaks clearly and confidently
     • Makes complicated information understandable to the audience
     • Confident communicating with all levels of management outside the team, including executive leadership
     • Takes time to understand co-workers work goals and supports them in their effort to do their best work.
     • Ability to motivate and inspire teammates

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 15 lbs. as may be required.
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

LICENSES / CERTIFICATIONS:

Preferred: Data Analytics Certification like: Certified Analytics Professional (CAP), IBM Data Science Professional Certificate, Datacamp Analyst Certification, Microsoft Data Analyst Associate Certification, SQL Certification, or other graduate work in the fields of finance, business intelligence or data analytics.

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

REV. 03/08/2024