Finance Data Analyst

UW Credit Union; Madison (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual time off

Caregiver leave

Parental leave

Volunteer time

Holidays

401k match

Bonus

Medical/Dental/Vision

Job summary

UW Credit Union is seeking a Finance Data Analyst to turn data into actionable insights that drive growth and member experience. This on-site role in Madison requires availability to be in the office 3 days per week and no relocation assistance.

You will partner with the Finance Department to build data-driven solutions and maintain dashboards. The ideal candidate has a Bachelor's in a related field and 2–3 years of data analytics experience, with strong SQL, dbt, and Tableau skills, and

Qualifications

• Education: Bachelor's in IS/CS/Data Science/business or related field.
• 2-3 years of data analysis/analytics experience in two+ areas (SQL, metrics, data sources, visuals).
• Experience with financial services is a plus.

Responsibilities

• Use advanced data analysis and visualization tools to derive actionable insights.
• Identify trends, patterns, and data-driven recommendations.
• Build data pipelines with dbt and create complex Tableau visuals.
• Document data structures, measures, and analyses for end users.
• Review peers' code and deliverables for quality and accuracy.
• Keep reports and tools up to date with changing priorities.

Skills

Verbal & written communication

Presentation skills

Team collaboration

Project management

Analytical thinking

Dashboard development

Translating business needs

Attention to detail

Education

Bachelor's degree in Information Systems/CS/Data Science/business

Tools

SQL

dbt

Tableau

Job description

Overview

UW Credit Union’s Finance Department is seeking a Data Analyst who is passionate about turning data into actionable insights that drive growth and innovation.

Our business is growing, and data is at the heart of every decision we make. As a Finance Data Analyst, you’ll play a critical role in shaping strategies that improve member experiences, streamline operations, and support our mission of financial empowerment.

**This position requires you to be onsite in Madison, WI working from the office 3 days per week. No relocation assistance will be provided.**

Responsibilities

Solution Development

• Proficiency in using advanced data analysis and visualization tools, ability to integrate data insights into business processes. Participate in the creation of new frameworks and data driven solutions.
• Ability to work with complex data sets, identify trends and patterns, and make data-driven recommendations.
• Understands JOIN and aggregates in SQL. Able to build basic data pipelines using dbt. Creates complex visualizations in Tableau.
• Validate all work through reasonability checks, comparisons to historical results and benchmarks, end user validation processes, and other processes established by the team.
• Complete all documentation of data structures, measures, metadata, assumptions, models, reports and analyses, client-focused training materials, and other documentation as required.
• Provide peer review of colleagues' coding, results, analyses, and other deliverables.
• Maintain and update existing reports and tools based on changes in strategic priorities, the external environment, underlying software, data structure changes or end-use workflows.

Project Coordination / Business Analysis

• Collaborates with business partners to define problems and suggests initial data-driven solutions.
• Thorough understanding of the business domain. Ability to take business problems and identify impactful ways to address them using data.
• Work with business units to understand data needs, refine Use Case criteria, identify appropriate data sources and profile data to ensure appropriateness.
• Provide relevant and appropriate consultation to analytics clients including oral and written presentations at meetings or to leadership.
• Proactively develop and maintain working knowledge of organizational structure, core leaders, decision makers, relationships with other areas and the market. Apply knowledge of organization to help optimize the efficiency and success of client engagements.
• Forecast workload volume to ensure availability to meet demands and establish priority guidelines and negotiate timelines with partners.

Personal Development

• Actively collaborates with colleagues by contributing experience and insight. Leads knowledge-sharing sessions with junior analysts.
• Build relationships with peers, such as domain experts, to better understand the business mechanics that generated the data.
• Display drive and curiosity to understand business process to its core.
• Remain current on advancements in analytic technologies.

Other Duties

• Provide business partners and staff with technical assistance for business intelligence tools.
• Participate in new vendor evaluations.
• Ensure active usage of vendor provided resources, including technical support, education, compliance, reporting, and user groups.
• Maintain professional rapport with vendor contacts to facilitate progress with problem resolution and new product enhancements.
• Perform all other duties as assigned.

Qualifications

Education & Experience:

• Bachelor’s degree in Information Systems, Computer Science, Data Science, business or related field required or equivalent work experience.
• 2-3 years of data analysis or analytics experience in two or more of the following required:
  • Code development using SQL
  • Performance measure development
  • Organization, analysis, and modeling of multiple data sources
  • Development of data visualizations, dashboards, KPI’s, etc.
  • Tableau development
• 2-3 years of experience with hands on database querying experience required.
• Experience in financial services industry preferred.

Skills:

• Advanced verbal and written communication skills.
• Advanced presentation skills, including how to use storytelling to drive action.
• Advance interpersonal skills, ability to effectively collaborate with others and work as part of a team.
• Ability to initiate and follow through on complex projects of both short- and long-term durations.
• Advanced organization and time management skills.
• Advanced analytical, critical thinking, and problem-solving skills.
• Able to work with a large degree of independence, assumes responsibility for job development and training, researches and resolves questions and problems, requests leadership input and keeps leadership informed.
• Advanced skills in creating, designing, and developing interactive dashboards and visualizations.
• Advanced ability to interpret business needs and translate into actionable analytic deliverables.
• Must be able to work in a diverse, collaborative team environment.
• Must be self-driven, curious, and creative.
• Demonstrated attention to detail.
• Demonstrated ability to manage multiple tasks and meet deadlines.

Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program
• And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.