Finance Data Analyst

UW Credit Union is hiring a Finance Data Analyst in Madison, WI to build analytics that translate finance data into actionable insights.

Responsibilities

• Use advanced data analysis and visualization tools to translate insights into business processes
• Contribute to the creation of new frameworks and data driven solutions
• Work with complex datasets to identify trends, patterns, and data-driven recommendations
• Apply SQL knowledge, including JOIN and aggregates
• Build basic data pipelines using dbt
• Create complex visualizations in Tableau
• Validate outputs using reasonability checks, comparisons to historical results and benchmarks, end user validation processes, and other team-established methods
• Maintain documentation for data structures, measures, metadata, assumptions, models, reports, analyses, and required client-focused training materials
• Provide peer review for colleagues’ coding, results, analyses, and other deliverables
• Maintain and update existing reports and tools as strategic priorities, external conditions, underlying software, data structures, or end-use workflows change
• Collaborate with business partners to define problems and propose initial data-driven solutions
• Apply business domain understanding to identify impactful ways to address business problems with data
• Partner with business units to understand data needs, refine Use Case criteria, identify data sources, and profile data for appropriateness
• Consult analytics clients with oral and written presentations to meetings and leadership
• Develop and maintain working knowledge of organizational structure, decision makers, relationships across teams, and market context to optimize client engagement efficiency and success
• Forecast workload volume to ensure capacity, set priority guidelines, and negotiate timelines with partners
• Collaborate with colleagues by sharing experience and insight, including leading knowledge-sharing sessions with junior analysts
• Build relationships with domain peers to understand business mechanics behind the data
• Maintain awareness of advancements in analytic technologies
• Provide technical assistance to business partners and staff for business intelligence tools
• Participate in new vendor evaluations
• Support active usage of vendor-provided resources, including technical support, education, compliance, reporting, and user groups
• Maintain professional rapport with vendor contacts to facilitate issue resolution and product enhancement progress
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Information Systems, Computer Science, Data Science, business, or a related field (or equivalent work experience)
• Minimum 2 years of data analysis or analytics experience
• 2-3 years of experience in two or more of the following:
  • 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 hands-on database querying experience
• Experience in the financial services industry preferred
• Advanced verbal and written communication skills
• Advanced presentation skills, including storytelling to drive action
• Advanced interpersonal skills for effective collaboration and teamwork
• Ability to initiate and follow through on complex projects across short- and long-term durations
• Advanced organization and time management skills
• Advanced analytical, critical thinking, and problem-solving skills
• Ability to work with a high degree of independence, assume responsibility for job development and training, research and resolve questions and problems, request leadership input, and keep leadership informed
• Advanced skills creating, designing, and developing interactive dashboards and visualizations
• Advanced ability to interpret business needs and translate them 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

Technologies

• SQL
• dbt
• Tableau

Benefits

• 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

Onsite Work Requirement

• Onsite in Madison, WI working from the office 3 days per week
• No relocation assistance will be provided

Work Authorization

• 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 (including H-1B, F-1 OPT, TN, or other visa categories)

Location: Madison, WI (onsite) | Salary: USD 86,400 per year | Experience: 2+ years | Education: Bachelor’s degree (or equivalent work experience)