Senior Business Intelligence Analyst

Socket.dev; Santa Ana (CA); Hybrid; USD 63,000 - 80,000; Full time

Benefits offered by this job

Health Coverage

401(k) with employer match

Paid time off & holidays

Educational grants

Job summary

Orange County's Federal Credit Union is seeking aSenior Business Intelligence Analyst to partner with leaders to define reporting needs and governance. You will document requirements, validate outputs, and help establish a governed data dictionary, KPI catalog, and trusted reporting framework.

The role emphasizes business understanding, data validation, and collaborating with BI engineers to deliver accurate analytics. California residency and hybrid on-site presence are required.

Qualifications

• Bachelor's degree or higher in a relevant field and 5+ years in BI/analytics or related roles.
• Experience eliciting, analyzing, and managing business and reporting requirements.
• Experience validating, reconciling, testing, and documenting analytic outputs.
• Experience with Power BI or similar BI platforms.
• Knowledge of data governance, glossaries, and KPI catalogs preferred.

Responsibilities

• Partner with leaders to define reporting requirements and success measures.
• Document functional requirements, user stories, and acceptance criteria.
• Maintain enterprise data dictionary and business glossary with KPIs definitions.
• Validate reports for accuracy, conduct UAT, and coordinate defect remediation.
• Collaborate with BI developers, data engineers, and stakeholders to deliver analytics.
• Governance and change management for reports, metrics, and data ownership.

Skills

Analytical thinking

Stakeholder facilitation

Requirements gathering

Communication to technical & non-tech

Data governance understanding

Education

Bachelor's degree in Business / Info Systems / Analytics / Finance

Tools

Power BI

SQL

Excel

Azure DevOps

SSRS / SQL Server Reporting

Job description

Senior Business Intelligence Analyst opportunity at Orange County's Federal Credit Union

Why Join Us?

At Orange County's Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 86 years of trust, $3 billion in assets, and 145,000+ members, we’ve built a reputation for excellence—and we’re just getting started.

Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 & 2025 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work.

The targeted hourly rate range is $46.00 per hour to $58.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.

Perks & Benefits:

• Health Coverage:Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security:Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance:13 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth:Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year.

POSITION SUMMARY:

This Senior Business Intelligence Analyst is responsible for partnering with business leaders to define reporting and analytics requirements, document trusted business definitions, validate analytical outputs, and ensure enterprise reporting delivers accurate, actionable insights. The position will play a critical role in the Analytics reboot initiative by helping establish a governed enterprise data dictionary, business glossary, KPI catalog, and trusted reporting framework.

The ideal candidate combines strong analytical skills, business acumen, data governance experience, and working knowledge of SQL and Power BI. While the role must be technically proficient, its primary focus is understanding the business, validating data, managing requirements, and ensuring analytics solutions accurately reflect business intent.

ESSENTIAL FUNCTIONS:

Business Requirements and Stakeholder Engagement

• Partners closely with business leaders, subject matter experts, and process owners to understand operational workflows, reporting needs, business objectives, and decision-making processes.
• Facilitates requirements-gathering workshops and discovery sessions.
• Translates business needs into clearly documented functional requirements, user stories, acceptance criteria, and success measures.
• Identifies conflicting definitions, assumptions, reporting expectations and drive alignment among stakeholders.
• Acts as the primary liaison between business stakeholders and internal or third-party technical delivery teams.
• Maintains traceability from the original business need through requirements, design decisions, validation, approval, and release.

Data Dictionary, Business Glossary, and KPI Governance

• Leads the development and ongoing maintenance of the enterprise data dictionary and business glossary under the direction and sponsorship of Data Analytics leadership.
• Works directly with business owners and data stewards to document and govern key business terms, KPIs, metrics, data definitions, and calculation methodologies.
• Facilitates discussions to establish enterprise definitions and authoritative sources for critical business metrics.
• Documents metric ownership, stewardship responsibilities, source mappings, calculation logic, refresh cadence, validation rules, reconciliation requirements, lineage, and consuming reports or semantic models.
• Coordinates review and approval of new or changed definitions and maintain appropriate version history and supporting documentation.
• Promotes adoption of approved definitions, certified metrics, and reusable business logic across reports, dashboards, and analytics products.

Data Validation, Quality Assurance, and User Acceptance Testing

• Performs a structured quality review of reports, dashboards, semantic models, and analytical outputs before they are presented to business stakeholders for UAT.
• Validates data completeness, accuracy, calculation logic, filter behavior, totals, effective dates, refresh expectations, and alignment with documented requirements.
• Performs reconciliations between source systems, curated data, existing reports, and proposed reporting outputs.
• Develops and executes practical test scenarios and documents results, exceptions, known limitations, and required remediation.
• Coordinates business UAT, ensures acceptance criteria are understood, tracks defects and decisions, and obtains appropriate business approval.
• Investigates discrepancies, distinguishes source-data issues from transformation or reporting defects, and works with engineering resources to drive resolution.
• Ensures analytics deliverables meet established quality and documentation standards before production release.

Analytics and Reporting Support

• Analyzes data from internal and external sources to identify trends, risks, opportunities, and operational insights.
• Assists in the design and review of reports, dashboards, scorecards, semantic models, and executive reporting solutions.
• Collaborate with BI developers, data engineers, internal technology teams, and third-party resources to ensure solutions meet approved business requirements.
• Uses SQL, Power BI, Excel, and related tools as needed to profile data, validate outputs, investigate issues, or develop limited analytical prototypes.
• Supports backlog intake, refinement, prioritization, estimation, and release-readiness processes for analytics requests.
• Provides guidance to business users on KPI interpretation, report usage, data limitations, and analytical best practices.
• Governance, Documentation, and Change Management
• Maintains documentation for reports, dashboards, KPIs, business rules, source mappings, validation logic, lineage, data ownership, and known limitations.
• Supports change control, release validation, operational acceptance, and documentation processes.
• Promotes governance standards, approved definitions, certified metrics, least privilege access, and appropriate handling of confidential or regulated data.
• Conducts stakeholder demonstrations, training, and knowledge-transfer activities to support adoption.
• Participates in governance councils, working groups, requirement reviews, and business validation sessions.
• Escalates unresolved definition conflicts, material data-quality concerns, control issues, and risks through appropriate channels.

ASSOCIATE EXPECTATIONS:

• Consistently practices the Service Philosophy of "Put People First" exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences.
• Cross sells and promotes credit union products and services as opportunities arise.
• Exhibits the Leaders at All Levels concept of Leading yourself, Leading Up, Leading across Teams, and Leading the Team.
• Utilizes personal Strengths to contribute to the Team and the credit union’s success, and exercise awareness of, and utilizes the strengths of others.
• Possesses knowledge of and complies with Bank Secrecy Act (BSA).
• Effectively conveys information. Communicate with immediate supervisor and the team keeping others advised of progress and/or situations.
• Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization.
• Supports and contributes to the credit union’s strategic plan, mission, vision, and values.
• Maintains good housekeeping, safety and security measures.

QUALIFICATIONS:

Experience / Training / Education:

• Bachelor's degree in Business, Information Systems, Computer Science, Analytics, Finance, or a related field, or equivalent relevant experience.
• Five or more years of progressive experience in business intelligence, analytics, enterprise reporting, business analysis, data governance, or a related discipline.
• Strong experience eliciting, analyzing, documenting, and managing business and reporting requirements.
• Experience validating, reconciling, testing, and documenting analytical or reporting outputs.
• Experience working with Power BI or another enterprise business intelligence platform.
• Experience with Microsoft Fabric, Power BI semantic models, OneLake, Lakehouse or Warehouse concepts, or another modern cloud analytics platform preferred.
• Experience with data governance frameworks, business glossaries, enterprise data dictionaries, KPI catalogs, lineage, data quality, or data stewardship preferred.
• Experience defining and governing enterprise KPIs and business metrics preferred.
• Experience supporting Agile delivery teams, analytics backlogs, UAT, release management, or production acceptance preferred.
• Experience coordinating work with vendors, consultants, or third-party technical delivery teams preferred.

Knowledge / Skills / Abilities:

• Working proficiency with SQL and advanced proficiency with Microsoft Excel.
• Knowledge of banking, credit union, lending, deposit, payments, finance, risk, member, or digital banking data.

• Familiarity with Azure DevOps or a comparable work-management and source-control platform.
• Familiarity with dimensional modeling, semantic models, DAX, Power Query, SSRS, or SQL Server reporting environments.

• Strong analytical, critical-thinking, research, and problem-solving skills.
• Strong written, verbal, facilitation, and presentation skills, including the ability to communicate effectively with technical and non-technical audiences.
• Demonstrated ability to facilitate discussions with business stakeholders and translate business needs into clear, testable requirements.
• Ability to manage multiple priorities, follow issues through resolution, and work independently on high-impact assignments.
• Ability to accurately perform mathematical calculations.
• Ability to create and maintain accurate reliable records.
• Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively..
• Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment.

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.

Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.