Senior Business Analyst, Credit Unions (Remote - US)

The Modern Data Company; United States; A distancia; USD 120.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Paid time off

Company holidays

Descripción de la vacante

The Modern Data Company is hiring a Senior Business Analyst to translate credit union needs into data products and reports. You will collaborate with CU and CUSO teams to define requirements, discovery sessions, and map data across Corelation KeyStone, Jack Henry Symitar, Fiserv DNA, and FIS.

Run regulatory reporting workflows (NCUA 5300, HMDA, CECL, BSA/AML) and deliver dashboards tracking growth, loan performance, delinquencies and deposits.

Formación

• 10+ years of business analysis experience in the credit union industry.
• Experience with at least 1 major core platform.
• Regulatory reporting depth (NCUA Call Reports and HMDA/CECL/BSA‑AML).
• Broad knowledge of credit union operations and performance metrics.
• Experience with reporting tools (Power BI, Tableau, SSRS, Crystal Reports, Qlik) and SQL.

Responsabilidades

• Own business outcomes: define requirements, success metrics, acceptance criteria, and ensure adoption by client teams.
• Run discovery with credit union and CUSO stakeholders to map needs and reporting gaps.
• Map core and ancillary system data across Corelation KeyStone, Symitar, Fiserv DNA, FIS and related systems.
• Define data, logic and controls for regulatory reports (NCUA 5300, HMDA, CECL, BSA/AML) and validate outputs.
• Deliver dashboards and reports for growth, product penetration, loan portfolio, delinquency, deposits, and branch performance.
• Turn client learnings into reusable use cases and participate in prospect conversations as a practitioner.

Conocimientos

Business analysis

Credit union domain

SQL

Power BI

Tableau

SSRS

Qlik

Data storytelling

Herramientas

Corelation KeyStone

Jack Henry Symitar

Fiserv DNA

FIS

Descripción del empleo

Senior Business Analyst, Credit Unions (Remote - US)

The Modern Data Company is redefining data management for the AI era, transforming data from a technical challenge into a company’s most powerful business asset. Modern's DataOS platform is the world's first operating system for data, providing a breakthrough layer that integrates with any data stack, no rip and replace.

Fortune 1000+ enterprises use DataOS to scale AI and solve mission-critical data challenges. With DataOS, enterprises are accelerating AI adoption by up to 90% while reducing data consumption and platform costs by 50%. Modern’s rapidly expanding customer base includes global category leaders across a wide range of global industries. They trust DataOS to power their AI and business transformation.

Job Description

This is a remote position.

We are looking for Senior Business Analysts with deep credit union experience to join our growing team.

You will work alongside credit union and CUSO teams to turn their business needs into outcomes. Credit unions face familiar challenges: regulatory reports that depend on manual effort, member and loan data spread across systems, and leaders who want clearer views of growth, risk and product performance. You will help define what good looks like with operations, lending, finance, compliance and marketing teams, then work with our engineers to deliver data products and reports that make a measurable difference.

• Own business outcomes. Define requirements, success measures and acceptance criteria, and stay involved until client teams are using what we deliver in their day-to-day work.
• Run discovery with client teams. Lead working sessions with credit union and CUSO stakeholders to understand their processes, the decisions they need data for, and where current reporting falls short.
• Map core and ancillary system data. Document how member, account, loan, deposit and transaction data is structured in core platforms such as Corelation KeyStone, Jack Henry Symitar, Fiserv DNA and FIS, and in surrounding loan origination, digital banking and CRM systems.
• Make regulatory reporting accurate and repeatable. Define the data, logic and controls behind NCUA 5300 Call Reports, HMDA, CECL, BSA/AML and other recurring submissions, and validate that the output is something a compliance team can sign off on.
• Deliver reports leaders use. Specify and test dashboards for member growth, product penetration, loan portfolio performance, delinquency, deposit trends, branch and channel performance, and campaign results.
• Shape how we serve the segment. Turn what you learn with clients into reusable use cases, demo scenarios and messaging, and join prospect conversations as a practitioner who knows the work.

Requirements

• 10+ years of business analysis experience in the credit union industry. Experience at a credit union, a CUSO, a core provider or a consultancy serving credit unions all count.
• Hands-on experience with at least 1 major core platform. Corelation KeyStone, Jack Henry Symitar, Fiserv DNA or FIS. Knowledge of how data is extracted and reconciled from these systems is a strong plus.
• Regulatory reporting depth. Direct work on NCUA Call Reports and at least 1 of HMDA, CECL, BSA/AML or similar processes, including the data behind them.
• Broad functional knowledge. Working understanding of credit union operations, lending, deposits, member services, sales and marketing, and how each function measures performance.
• Data operations and reporting tools. Experience with tools such as Power BI, Tableau, SSRS, Crystal Reports or Qlik, and comfort writing SQL to query, profile and validate data.
• A delivery mindset. A track record of seeing projects through to adoption, and the ability to explain a data issue to a credit union CFO in plain terms and a business rule to an engineer precisely.

Nice to Have

• Experience delivering a credit union data warehouse, analytics program or core conversion.
• Exposure to cloud data platforms such as Snowflake, Databricks or Azure.
• Experience working with or inside a CUSO.

Location

US remote; travel to client sites as needed.

Benefits include comprehensive medical coverage, paid time off, and paid company holidays.

About Modern

The Modern Data Company is the company behind DataOS, a data platform that turns the data in a financial institution's core banking, lending, digital and CRM systems into trusted data products for reporting, analytics and AI. We work with credit unions and CUSOs to help them get more from their data.

Working At Modern

Our values are Humility, Empathy, Accountability and Transparency (HEAT), and they guide how we work with each other and with our clients. We’re building technology to solve complex data challenges, and we’re looking for people who want to help move it forward.

Modern is an equal opportunity employer and is committed to building a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply.