Business Intelligence Analyst II

Rogue Credit Union; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Rogue Credit Union in the United States is seeking a senior analytics professional to transform data into strategic insights for leadership and teams. The role focuses on cross-functional data analysis, modeling member segments, and delivering usable reports that drive member engagement and financial performance.

You will work with SQL, Python, and BI tools (Tableau, Power BI, Sisense) and collaborate with stakeholders to translate data into practical solutions.

Qualifications

• Five to eight years of related analytics experience.
• Experience in a financial services environment preferred.
• Master's degree or Bachelor's degree plus CPA.
• Excellent collaboration and communication skills.
• Strong knowledge of data modeling concepts.
• Familiarity with Agile development processes.

Responsibilities

• 30% Proactively analyzes data from various sources to identify trends that support organizational goals.
• 25% Produces reports and data for project teams, managers, and decision makers in usable formats.
• 15% Maintains models highlighting member segments and life cycles and evaluates opportunities to enhance deposits and loans.
• 15% Recommends how data translates into tools staff can use to improve service and participation.
• 5% Conducts regular competitive analyses for markets and opportunities.
• 5% Provides training and ongoing support to power users.
• 5% Performs other duties as assigned.

Skills

SQL

Python

R

Data analysis

Education

Master's degree or Bachelor's + CPA

Tools

Tableau

Power BI

Sisense

DB2

Oracle

SQL Server

Job description

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.