Business Intelligence Financial Analyst - on-prem daily

Position Overview

The Business Intelligence Financial Analyst at Premier America Credit Union plays a pivotal role in modernizing data infrastructure and empowering teams with real‐time insights. This role establishes a unified single source of truth through enterprise dashboards, unified reporting, and advanced analytics, driving improved member engagement and increased operational efficiency.

Key Responsibilities

• Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing insights into performance, member behavior, and operational effectiveness.
• Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions while ensuring governance standards are met.
• Translate business needs into technical BI requirements with alignment to data governance and accuracy standards.
• Utilize SQL and BI tools – Tableau and Power BI – to analyze structured and semi-structured data from systems such as Symitar, Salesforce, Medallia, and Velera.
• Validate data quality and integrate reliable data into the Enterprise Data Warehouse and reporting ecosystem.
• Design and develop predictive models and early warning indicators in collaboration with stakeholders.
• Enable data literacy by training stakeholders and embedding dashboards into daily decision-making processes.
• Analyze trends to support growth initiatives, enhance fraud mitigation, drive member retention, and inform product and engagement strategies.
• Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems.
• Develop an integrated reporting layer that reduces manual workload and creates a unified source of truth.
• Partner with the Finance Team to ensure reliable data extracts for financial modeling and implement necessary data enhancements.

Required Qualifications

• 3+ years of experience in BI development, data analysis, or enterprise reporting, ideally in a credit union or financial services setting.
• Bachelor's degree in Business Analytics, Information Systems, Finance, or a related field.
• Strong proficiency in SQL and data visualization tools, with a demonstrated ability to deliver intuitive dashboards.
• Familiarity with credit union operations, especially in digital banking, deposits, payments, and fraud.
• Experience with Jack Henry’s Symitar, Lumin Digital, Tableau, Salesforce, and Salesforce Marketing Cloud is a plus.
• Familiarity with Agile methodologies and experience working within Agile teams.
• Excellent communication and interpersonal skills to collaborate with both technical and non-technical stakeholders.
• Strong problem-solving abilities, keen attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
• Familiarity with data governance principles and data quality standards.
• Experience working with data warehouses, data lakehouses, or cloud analytics platforms is a plus.
• Excel proficiency along with familiarity with financial statements and financial modeling software (e.g., Interest Rate Risk modeling software).

Benefits & Perks

• Compensation: $65k-$81K
• Competitive pay
• Subsidized health care including medical, dental, and vision
• FSA and HSA
• Company-Paid Life and A&D insurance
• Discounts on loans (membership required)
• Paid Vacation, Holiday, and Sick time
• 401k Retirement Saving Plan with a 6% safe harbor employer match
• Educational Assistance Program and more!