Business Intelligence Analyst II

Rogue Credit Union; Medford (OR); Remote; USD 82,000 - 103,000; Full time

Job summary

Rogue Credit Union is seeking a Business Intelligence Analyst II to translate data into actionable insights for leaders and teams across the credit union. The role analyzes data from multiple sources to support data-driven decisions aligned with the mission of building loyal members.

The ideal candidate has 5–8 years in data analytics, strong SQL/RDBMS and BI tool experience (Tableau, Power BI, Sisense), and a background in financial services. Remote work options within the US are available.

Qualifications

• Five to eight years of similar or related experience.
• Experience evaluating business needs and user requirements in a related position.
• Three to five years of experience in a financial services environment with awareness of accounting principles and financial statements preferred.
• Strong knowledge of SQL and RDBMS systems and data warehousing implementations.
• Experience with R and/or Python for data analysis.
• Experience with ETL and BI tools and data visualization tools (Tableau, Power BI, Sisense).
• Familiarity with Agile development processes and team environments.

Responsibilities

• Proactively analyzes data from various sources to identify trends that support Rogue Credit Union's initiatives and objectives.
• Collaborates with internal and external stakeholders to classify data and provide usable reports for project teams and decision-makers.
• Maintains models highlighting member segments and life cycles to inform opportunities to increase member participation and product usage.
• Provides recommendations on how data can translate into tools staff can use to improve service and member engagement.
• Performs regular competitive analysis across current and potential markets.
• Delivers training and ongoing support to power users.

Skills

SQL

RDBMS

Data warehousing

R

Python

ETL

BI tools

Tableau

Power BI

Sisense

Data modeling

SDLC

Agile

Education

Master's degree

Bachelor's degree + CPA

Tools

Tableau

Power BI

Sisense

Oracle

DB2

SQL Server

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Intelligence Analyst II

Remote CA, CA, US

3 days ago Requisition ID: 3719

Salary Range: $82,411.78 To $103,014.73 Annually

Reports To : Enterprise Analytics Manager

Classification : Exempt

About Rogue Credit Union

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, California and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!

Role

Analyzes data and generates output that enables Rogue Credit Union's leaders and employees to make data informed decisions in pursuit of the most loyal members in the nation. Strategically studies and evaluates information from many data sources. Develops meaningful and usable assessments to make recommendations consistent with the credit union's mission, vision and filter to aid in creating value for the membership, supporting creation of the most loyal members in the nation.

Essential Functions & Responsibilities

30% Proactively analyzes data from a variety of sources to make recommendations that uncover trends that contribute to Rogue Credit Union’s initiatives and the achievement of the organization’s goals and objectives.

25% Works with internal and external stakeholders to classify data, provides reports and data in a usable format for project teams, managers, decision makers, or departments as requested.

15% Provides and maintains models that highlight member segments and life cycles based on a variety of data points. Analyzes the ongoing business operations of the Credit Union and makes recommendations on opportunities that will increase member participation. Identifies opportunities to enhance or add deposit and loan products and other services.

15% Provides recommendations to management of how data can translate to tools that staff can utilize to deliver exceptional service and deepen member participation.

5% Provides regular competitive analysis based on current and potential new markets.

5% Provides training and ongoing support to power users.

5% Proactively performs other duties as assigned.

Knowledge & Skills

Experience : Five years to eight years of similar or related experience. Experience evaluating business needs and user requirements in a related position. Three to Five years of experience in a financial services environment with an awareness of accounting principles and financial statements preferred.

Education : (1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA).

Interpersonal Skills : Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills : Extensive use of SQL and RDBMS systems (DB2, Oracle, SQL Server, etc) and data warehouse implementations. Strong knowledge of logical and physical data modeling concepts. Experience with R and/or Python programming languages for data analysis. Experience with ETL and BI tools, experience with common data visualization tools (Tableau, Power BI, Sisense, etc.), programming / scripting experience and knowledge of software development life cycle. Excellent organization and time management skills. Strong data mining, analysis and report building skills. Strategic, critical thinking skills. Familiarity with Agile development processes and team environments.

Physical Requirements

Some adjusting or moving objects up to 30 pounds in all directions. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Repeating motions that may include the wrists, hands and/or fingers while using computer. Communicating with others to exchange information. Perceiving the nature of sounds at normal speaking levels or without correction. Ability to receive detailed information through oral communication and make fine discernments in sound. Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal and extensive reading.

Work Environment

This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the credit union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous conditions, i.e., robbery. Travel to all credit union regions may be required.

Disclaimer

Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.

Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call [phone].

This Job Description is not a complete statement of all duties and responsibilities comprising the position .