Senior BI Analyst, Finance - Turn Data Into Strategy

Technology Credit Union (Tech CU); San Jose (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Technology Credit Union is seeking a Senior BI Analyst in Finance to turn complex financial data into clear, actionable insights that inform strategic decisions. You’ll leverage SQL, Excel, and Power BI to build robust reports and dashboards, turning numbers into narratives that shape our financial performance.

This role demands a data-driven storyteller who can partner with finance and business teams to drive impact, provide accurate analyses, and support forecasting and budgeting.

Qualifications

• 5+ years in BI, analytics, or financial reporting.
• Expertise in SQL, Excel, and Power BI.
• A passion for accuracy, storytelling, and turning data into action.

Responsibilities

• Translate financial data into clear, actionable insights that drive decisions.
• Bridge numbers and strategy to shape performance.
• Deliver BI reports and dashboards to stakeholders.

Skills

BI analytics

Storytelling

Tools

SQL

Excel

Power BI

Job description

Technology Credit Union is seeking a Senior BI Analyst in Finance to turn complex financial data into clear, actionable insights that inform strategic decisions. You’ll leverage SQL, Excel, and Power BI to build robust reports and dashboards, turning numbers into narratives that shape our financial performance.

This role demands a data-driven storyteller who can partner with finance and business teams to drive impact, provide accurate analyses, and support forecasting and budgeting.