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UNFCU · 3 days ago

Business Insights & Project Analyst

United States

Full-time

Remote

Senior Level

$93K/yr - $119K/yr

5+ years exp

UNFCU is a global not-for-profit financial institution serving the UN community. The Business Insights & Project Analyst is responsible for overseeing projects, analyzing systems and processes, and providing operational and analytical support to improve operational effectiveness and meet strategic goals.

AccountingFinanceFinancial ExchangesFinancial ServicesMobile AppsPayments

Responsibilities

Uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors

Lead project management efforts by coordinating with stakeholders to drive the successful execution of projects, initiatives, and new product development

Structure, manage, and optimize data pipelines, providing the foundation for accurate reporting

Develop high-impact visual presentations that connect data trends to business objectives

Trace operational flows and perform data analysis from knowledge of DNA at both the account and transaction level

Generate reports for management and staff from various database sources in an efficient manner

Support team in development of dashboards, statistical and interactive reports, and data visualizations in power point utilizing data extracts from excel

Develop dynamic statistical models, scenario analyses, and performance tracking tools using data sourced from Tableau, BI Portal, Lodestar, and other systems

Develop scenario analysis to model effect of implementing proposed deposit solutions products or enhancements

Analyze internal and external deposits to identify patterns and track balance movements

Develop long and short-term deposit-related planning, including collaborating with various stakeholders on a deposit gathering strategy for the credit union

Identify data sources and obtain data for the analysis of trends related to deposit growth

Identify, trace, and refine data into insights from data mining

Serve as backup to the FVP as directed and participate in all business continuity planning and exercises

Execute the credit union's deposit gathering activities, including current product modifications, new product development, introduction and member usage

Manage development of new deposit products and enhancement of existing products

Execute approved changes to system development and implementation from the Pricing Committee

Participate and present in certain meetings in the capacity of subject matter expert

Prepare presentations and reports for management, Pricing Committee, ALCO, Board of Directors, and other various regulatory agencies

Prepare presentations (including organizing and coordinating content), spreadsheets, graphs, charts and department communications using various software applications

Collaborate with colleagues, monitor trends in deposit growth, as well as deposit product usage by region, member type, and other relevant segments, to share insights

Serve as point of contact for vendor management; manage deposit, investment, and department protection related vendor information in Vendor Point; assist the Third-Party Risk Management department in assessing the risk profile of vendors

Manage engagements with third party services, which include but are not limited to software vendors and service providers

Assist with research and analysis for responses to audit and examination findings

Participate in Credit Union training and development programs

Perform additional responsibilities as assigned

Ensure compliance with federal and state laws and regulations and UNFCU’s Code of Ethics & Business Conduct

Qualification

Data AnalysisAdvanced ExcelTableauProject ManagementStatistical ModelingFinancial AnalysisData VisualizationFlowchart CreationAdobe ProfessionalSAP Concur