200+ applicants
BluPeak Credit Union · 1 week ago
Business Intelligence Analyst
San Diego, CA
Full-time
Hybrid
Mid Level
$90K/yr - $115K/yr
3+ years exp
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CreditFinancial Services
Insider Connection @BluPeak Credit Union
Responsibilities
The Business Intelligence Analyst will help design, develop, implement, and maintain a comprehensive suite of business intelligence tools.
Effectively manage vendors.
Serve as subject matter expert in the development of business information deliverables.
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, lending, and 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.
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.
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.
Qualification
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Required
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
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
Must be able to work in office three days a week
Preferred
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.
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
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
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
Company
BluPeak Credit Union
BluPeak Credit Union is a mortgage firm that offers insurance, retirement planning, investment planning, and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Tharp
Chief Executive Officer
Karen Smith
VP Chief Credit Officer
Company data provided by crunchbase
