Business Intelligence Analyst
Company: BluPeak Credit Union
Location: San Diego
Posted on: April 18, 2024
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Job Description:
Business Intelligence Analyst US-CA-San Diego Job ID: 2023-1647
Type: Regular Full-Time # of Openings: 1 Category: Retail
Administration Corporate Office Overview As a liaison between our
technology and business teams, the Business Intelligence Analyst
(BIA) will closely partner and consult with cross-functional
department leaders and personnel across the organization to ensure
successful development and execution of solutions and services. The
BIA provides strategic, analytical, and technical support for
Business Insights activities. The analyst leverages data to gain
key insight into business opportunities, and effectively presents
these insights to business stakeholders. The analyst is also
heavily involved with the distribution and successful delivery of
all reports. This role will work with data analysis and reporting
tools to assist with business growth. During the first year this
role will assist in the establishment of new software and
infrastructure. The Business Intelligence Analyst will need to take
on a project management role in the initial year. The scope of
deliverables and analysis will increase as the new team is
established within 12-18 months. Responsibilities ESSENTIAL DUTIES
AND RESPONSIBILITIES: --- The Business Intelligence Analyst will
help design, develop, implement, and maintain a comprehensive suite
of business intelligence tools to inform and support key business
decisions related to deposit portfolio and the Credit Union's loan
portfolio. --- Effectively manage vendors. --- Serve as subject
matter expert in the development of business information
deliverables (reports, dashboards, etc.). --- Support data
architecture management, system-to-system management, data
integration, data investigation and data integrity initiatives ---
Construct, maintain and analyze various reports including those
identifying needs, concentrations, exceptions, and other data
useful to assess deposit and credit risk. --- Provide analytical
support for various operational functions including Executive
management, deposits, and lending as well as project management
divisions. --- Utilize the Credit Union's systems to create reports
to manage the assets that require special attention and monitoring.
--- Partners with stakeholders, process specialists, and users to
elicit and document business requirements. --- Partners with
business teams to define and document business requirements for new
metrics and reports. --- Designs, develops, and maintains reports
and analytical tools. --- Performs ongoing monitoring and
refinement of reports. --- Provides technical support for existing
reports, dashboards, or other tools. --- Identifies and analyzes
errors and inconsistencies in the data and provides timely
resolutions. --- Translates data results into dashboards, written
reports, tables, graphs and charts to convey information to
management in a digestible and visually appealing format ---
Creates written communication materials that effectively summarize
findings and support recommendations. --- Creates ad hoc reports
and views on a frequent basis to assist management in
understanding, researching and analyzing issues. --- The analyst
leverages data to gain key insight into business opportunities, and
effectively presents these insights to business stakeholders. ---
The analyst is also heavily involved with the distribution and
successful delivery of all reports. --- Teaches and advocates the
use of business intelligence tools across levels of the
organization. --- Provides strategic, analytical, and technical
support for Business Insights activities. --- Performs Market
analysis and maintains existing reports on a recurring basis. ---
Supports implementation of new technologies and platform.
COMPLIANCE --- Adheres to company policy and procedure, completes
annual compliance training, and complies with business continuity
and vendor management policy. These are crucial to the success of
the organization and have regulatory compliance and/or safety and
soundness outcomes for the sustainability of the credit union. ---
Complies with all Anti Money Laundering laws such as the Bank
Secrecy Act, OFAC and USA PATRIOT Act and all related policies and
procedures including accurate Member/Customer Identification
Program, member due diligence, accurate OFAC match processing, and
reporting unusual activities and suspected fraud. --- Performs
other duties as assigned. Qualifications EDUCATION and/or
EXPERIENCE --- Bachelor's Degree in business, computer science,
information systems or analytical techniques preferred, or
equivalent work experience. --- 3 or more years of experience in
Power BI tool including story telling of data visualization is
required --- 3 or more years of experience in business intelligence
analytics required --- Minimum 3 years of experience in project
management or equivalent experience. --- 3 or more years of direct
experience in dashboard and report writing required --- Familiarity
with relational databases. --- Experience in a financial
institution is highly preferred --- Manual dexterity and
coordination are required while operating standard office
equipment. such as computer keyboard and mouse, calculator,
telephone, copiers, etc. --- Advanced knowledge of MS Office, SQL,
and MS SQL Server. --- Advanced knowledge of common software to
build dashboards. --- Demonstrated experience using data to drive
business decision. --- Advanced analytical skills and attention to
detail. --- Experience writing technical documentation. --- Strong
skills in project management and requirement gathering. --- Proven
ability to quickly learn new applications, processes, and
procedures. --- Able and willing to collaborate in a team
environment and exercise independent judgment. --- Strategic,
intellectually curious thinker with focus on outcomes. ---
Financial services, or banking industry experience preferred.
LANGUAGE SKILLS Excellent written and verbal communication skills,
which support effective communication of information to groups of
managers, clients, customers, and the general public. Professional
with the ability to form good partner relationships across
functions. Ability to effectively present information and respond
to questions from business line managers and staff. Excellent
verbal and written communication skills required. Strong
interpersonal, oral, and written communication skills and the
ability to support the business owner with the presentation of
business cases and/or other project related matters to Senior
Management. OTHER QUALIFICATIONS To perform this job, the employee
must possess strong interpersonal skills, good phone and e-mail
etiquette, a professional presentation, and a high degree of
personal initiative. Must also possess strong creative skills and
good writing skills. Ability to work on multiple concurrent
projects in a team environment, build excellent relationships, take
ownership of team performance and results, and foster a sense of
urgency and dedication to meeting goals. Must be organized,
self-disciplined and detail-oriented with the ability to manage and
juggle multiple projects. Persistent and dependable, especially in
meeting deadlines; able to manage multiple competing priorities.
Ability to work independently, as well as with all levels within
the credit union. Must be highly organized and capable of handling
multiple tasks concurrently, able to redirect priorities based upon
current workload, and flexibility to respond to changes of
schedules, plans and priorities. Must be able to work during
regular business hours and occasional nights or weekends as needed
to meet production deadlines in a hybrid-remote environment.
BluPeak Credit Union is an Equal Opportunity/Affirmative Action
employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex including
sexual orientation and gender identity, national origin,
disability, protected Veteran Status, or any other characteristic
protected by applicable federal, state, or local law. Employment
may be contingent upon BluPeak Credit Union's receipt of an
acceptable and job-related background check, drug screen, credit
check and vaccine verification, as applicable and permissible by
law. BluPeak Credit Union is committed to the safety and wellbeing
of our employees and their families; our members and visitors; and
the community at large. In accordance with our duty to provide and
maintain a workplace that is free of known hazards, we are
requiring that employees must have received or be willing to
receive the COVID-19 vaccine. BluPeak Credit Union continues to
monitor the pandemic following CDC guidelines, federal state and
local laws. Policies continue to be adjusted as new information
emerges. BluPeak Credit Union is committed to working and provide
reasonable accommodation to applicants with physical, mental
disabilities and sincerely held religious beliefs. For more
information, contact Human Resources. PM17 Compensation details:
77265.6-115898.2 Yearly Salary PI066243d57491-26276-32828286
Keywords: BluPeak Credit Union, Santee , Business Intelligence Analyst, Professions , San Diego, California
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