BI Financial Analyst: Dashboards, Forecasting & Insights

Premier America Credit Union; Los Angeles (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

Subsidized health care including  med/

FSA and HSA

Company-Paid Life and A&D insurance

Discounts on loans (must be a member)

Paid Vacation, Holiday, and Sick time

401k Retirement Saving Plan with a 6%

Educational Assistance Program and更多！

Job summary

Premier America Credit Union is seeking a Business Intelligence Financial Analyst to design, develop, and maintain dashboards supporting enterprise KPIs and member insights in the Los Angeles area.

You will collaborate with cross-functional teams to document data sources, translate business needs into BI requirements, and ensure data governance and accuracy. Proficiency in SQL, Tableau, Power BI, and familiarity with Symitar/Salesforce platforms is required, with Agile experience a plus.

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 track record of delivering meaningful, intuitive dashboards.
• Familiarity with credit union operations, especially related to digital banking, deposits, payments, 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, capable of working with both technical and non-technical stakeholders.
• Strong problem-solving abilities and attention to detail.
• Ability to manage multiple tasks and projects in a fast-paced environment.
• Detail-oriented and self-motivated, with a passion for solving business problems through data.
• 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 and familiarity with financial statements and financial modeling software (i.e. Interest Rate Risk modeling software).

Responsibilities

• Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing a clear view of performance, member behavior, and operational effectiveness.
• Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions, ensuring alignment with governance standards.
• Translate business needs into technical BI requirements and ensure alignment with data governance and accuracy standards.
• SQL and BI tools – Tableau and Power BI - to analyze structured and semi-structured data from systems like Symitar, Salesforce, Medallia, Velera, and others.
• Validate data quality and integrate clean, reliable data into the Enterprise Data Warehouse and reporting ecosystem.
• Design and develop predictive models and early warning indicators in collaboration with stakeholders.
• Enables access and understanding of data usage by training stakeholders, enabling data literacy, and embedding dashboards into daily decision-making processes
• Analyze trends and provide insight that supports growth in Markets of Opportunity, enhances fraud mitigation, drives member retention, and informs product and engagement strategies.
• Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems.
• Develops integrated reporting layer that reduces manual workload and creates a unified source of truth.
• Partner with the Finance Team to ensure that reliable, properly formatted data extracts can be pulled from the data warehouse for the purpose of feeding into financial modeling software and to ensure that necessary data enhancements are made to include additional data when necessary to improve the accuracy and reliability of financial modeling results.

Skills

BI development

Data analysis

SQL

Tableau

Power BI

Agile

Communication

Problem solving

Education

Bachelor's degree in Business Analytics/IS/Finance

Tools

Symitar

Lumin Digital

Salesforce

Salesforce Marketing Cloud

Job description

Premier America Credit Union is seeking a Business Intelligence Financial Analyst to design, develop, and maintain dashboards supporting enterprise KPIs and member insights in the Los Angeles area.

You will collaborate with cross-functional teams to document data sources, translate business needs into BI requirements, and ensure data governance and accuracy. Proficiency in SQL, Tableau, Power BI, and familiarity with Symitar/Salesforce platforms is required, with Agile experience a plus.