Data Analytics - Business Intelligence Analyst

Description

POSITION SUMMARY

The Data Analytics - Business Intelligence Analyst facilitates internal and external reporting for Xtend and our credit union partners and extracts valuable, actionable insights from client and internal data by creating custom queries and conducting thorough analyses. This includes assisting with and executing various Xtend Marketing Data Analytics and Business Intelligence Initiatives.

This position involves close collaboration with the AVP of Communications and our network and internal partners to maintain, improve, and sell existing and new Xtend services to credit unions.

The Business Intelligence Analyst works to maintain and support data-driven decisions throughout the credit union industry, proportioning a data driven culture in order to transform the way credit union organizations operate, forecast, communicate and deliver.

ESSENTIAL JOB FUNCTIONS

1. Extract raw data from CU*BASE; perform daily tasks associated with monthly and recurring responsibilities; complete monthly processing for services involving running queries, downloading information, creating reports, and conducting in-depth analyses to provide actionable recommendations for internal staff and credit union clients.

2. Provide weekly and monthly reporting updates; handle monthly and quarterly reporting for both recurring and one-time services; assist internal departments with reporting needs; create databases and provide insights for various purposes.

3. Analyze existing data analytics practices to isolate areas ripe for improvement or enhancement.

4. Serve as a client-facing liaison between Credit Union Professionals, Credit Union Data, and Analytical tool offerings.

5. Drive marketing and sales efforts for the Data Analytics business under the guidance of the AVP of Communications.

6. Participates in client education programs with an emphasis on the utility of data, analytical product offerings, and industry trends in data usage.

7. Maintain a professional network and rapport for future new product releases, ala carte projects, and consulting engagements.

8. Assist in analyzing Xtend's Corporate data, identifying opportunities and threats, supporting management with trends and forecasts, and offering data insight as delegated by management.

9. Provide analytical services to benefit our credit union clients and the industry by establishing best practices, education, consulting, Ala Carte Services, and recurring analytical services.

10. Assist in coordinating client education on CU*BASE (CU*Answers' proprietary credit union software) data analytics specific to marketing and sales with special attention paid to relevant dashboards.

11. Contribute to the development and improvement of current toolset of products; consult credit union clients on tool products.

12. Deliver, speak to, and educate credit union clients on project results, service reports, and large-scale analysis via Web, Video, or otherwise.

13. Facilitate, schedule, and engage in sales calls and day-to-day onboarding activities for credit unions; contribute to service launches and onboardings.

14. Maintain client communications via Outlook email, client service portal Zendesk, and escalate communications and questions to the AVP of Communications as needed.

15. Maintain department quality control of folders and shared data by performing regular internal and CU*BASE file audits.

16. Work closely with other Xtend Departments for internal projects and custom query needs including but not limited to pulling information for Annual Leadership Conference and providing data insights for various purposes.

17. Set and meet annual goals for your professional and personal growth that align with the annual Business Plan goals.

18. Meet deadlines for both internal department projects and client service requests and launch calendars.

19. Other duties as assigned by management.

Requirements

JOB QUALIFICATIONS

1. Two-year degree in a business-related field or equivalent work experience is required.

2. Extensive knowledge of credit union operations, regulations and procedures, accounting, and balancing functions is preferred.

3. Superior research and analytical skills to track and predict trends are required.

4. Strong communication skills to deliver software support to clients with varying personality styles is required.

5. Ability to use discretion when dealing with sensitive or confidential data is required.

6. Must be able to collaborate effectively with executives, creative teams, research and development, and product development teams.

7. Excellent negotiation, problem solving, and analytical skills are required.

8. Proficient in standard office software applications, especially Microsoft Excel (MS Office) is required.

9. Classroom training experience and expertise are preferred.

10. Must be willing to take calculated risks and manage expectations of both internal development teams and potential and existing customers.

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the company.

Relationships with Others: The employee works effectively and relates well with others Including superiors, colleagues, and individuals inside and outside the company. The employee exhibits a professional manner in dealing with others and works to maintain constructive working relationships.

Physical Demands: While performing the duties of this position, the employee is regularly required to sit, talk, hear, and use hands and fingers to operate a computer and telephone. This position involves long periods of time focused on a computer screen. The employee must be able to see within normal vision range. The individual must have manual dexterity to operate a keyboard and mouse. Visual color discrimination (the ability to match or detect differences between colors, including shades of color and brightness) is required for creating and reviewing branded documents.

NOTICE

This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.

Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.