Job description

Description • *We are hiring one position at a level 1 or 2 depending on their experience - job descriptions for each are below. ** Analytics Analyst 1 Department: Organizational Data Management (ODM) Grade: 11, Non-Exempt Salary: $31.65 to $47.47 per hour Report To: Vice President of ODM Date SUMMARY: With the goal of enhancing lives, fulfilling dreams and building communities, this position is an early-career analytics role that supports the organization's data-driven decision-making by collecting, integrating, validating, and analyzing data from diverse sources. This role works closely with other ODM analytics analysts and business units to surface insights that align with strategic priorities. The role offers foundational exposure to analytics tools, processes, and methodologies with room for development into more complex analytics and business impact. This position supports initiatives across Marketing, Product, Risk, Lending, Operations, and other domains. ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Support the design, development, and delivery of dashboards, reports, and ad hoc analyses that support key business initiatives. • Assist Senior Analytics Analysts in mining and preparing data for use in business analyses, including data reconciliation and transformation. • Collaborate with business partners across the organization to understand and document requirements and develop scalable, repeatable analytics solutions. • Perform descriptive and diagnostic analytics to identify patterns, anomalies, and opportunities in the data. • Read, develop and run basic SQL queries; use data visualization tools (such as Tableau) to communicate findings. • Follow established analytics development standards, documentation protocols, and version control practices to ensure consistency, accuracy, and team alignment. • Assist in correlating quantitative and qualitative inputs from multiple sources to support business decisions. • Support A/B testing, campaign performance tracking, and web/email analytics initiatives. • Participate in quality assurance and validation of data, analytics outputs, and visualizations. • Contribute to the continuous improvement of analytics documentation, standards, and best practices. • Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies. • Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy, and respect. • Effectively incorporates CARES Principles in daily behaviors and interactions: • Connect Create a welcoming, energized, and warm environment • Ask Discover and confirm others needs to ensure they feel understood and known • Resolve Take personal and full responsibility for meeting others needs • Elevate Commit to long-term personal and organizational growth and improvement • Strengthen Invest in our Numerica community and beyond. SUPERVISORY RESPONSIBILITIES: • This position has no formal, direct supervisory responsibilities although will work with leaders and peers in the organization to drive results. PERFORMANCE STANDARDS: • Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy, and respect. • All analysis and all supporting information must be accurate, in balance, prepared on a timely basis, and in accordance with applicable regulation and risk management and ODM standards. • Skilled at working through ambiguity and using critical thinking to ask the right questions, get to the heart of a problem, and drive effective solutions. • A professional attitude and appearance is vital to the success of this position. • Willingness and ability to learn new data tools and techniques in a dynamic analytics environment. EDUCATION and/or EXPERIENCE: • Bachelor's degree in Statistics, Mathematics, Data Science, Business, Economics, or a related field. • 1 to 2 years of experience in analytics, reporting, or a related field (internship experience counts). • Foundational experience with: • SQL for data extraction and manipulation. • Tableau or similar BI/visualization platforms. • Microsoft Excel and PowerPoint for analysis and presentations. • Exposure to statistical methods or tools (e.g., regression, clustering, NLP) is a plus. CERTIFICATES, LICENSES, REGISTRATIONS: No requirement. SKILLS and ABILITIES: • Ability to write reports and correspondence, as well as provide presentations or analysis to senior leadership. • Strong communicator with the ability to speak effectively to groups, and clearly read, write, and negotiate across all levels of credit union staff. • Ability to write reports, business correspondence, and procedural manuals. • Capable of translating data findings into clear narratives for non-technical audiences through visuals and storytelling. • Professionalism -A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal, sensitive or confidential in nature. • Collaboration - Team-oriented mindset and the ability to work across business functions. • Experience with financial data and reporting tools specifically Tableau • Experience in credit union or banking operations • Familiarity with statistical scripting in Python or R. • Understanding of digital analytics tools such as Google Analytics. • Exposure to enterprise data sources and data governance principles. • MBA, MS Analytics, etc. • Strong communication, presentation and writing skills with the ability to communicate methods and results to a non-technical audience. • Strong analysis, logic and reasoning, interpretation and decision-making ability. • Ability to operate all standard office machinery such as: computers, telephone, printers and projectors. • Ability to lift up to 25 lbs. The job description doesn't imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management's request. Analytics Analyst 2 Department: Organizational Data Management (ODM) Grade:12, Non-Exempt Salary: $36.04 to $54.07 per hour Report To: VP ODM SUMMARY: With the goal of enhancing lives, fulfilling dreams and building communities, this position is a mid-level role that plays a hands-on part in turning data into meaningful insights that drive smarter decisions across the organization. This person takes the lead on more complex analysis efforts, partners with stakeholders to frame the right questions, and supports business units with clear, actionable data. A strong grasp of data integration concepts is essential, including the ability to define dataset needs and work closely with data engineers to enable high-performing dashboards, visualizations, and deep-dive analyses.In addition to owning analytics deliverables, this role supports junior analysts and acts as a subject matter resource for one or more key areas of the business such as Product, Risk, Lending, Finance or Marketing. It's a role that combines technical strength with communication skills and a proactive mindset-helping Numerica continue to grow a data-informed culture. ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Responsible for dashboards, reports, and advanced analyses, could lead projects of moderate scope • Responsible for defining analysis objectives, gathering business requirements, documenting success metrics, and outlining data needs in collaboration with business partners • Responsible for validation and reconciliation of data use in reporting and analysis • Translate business questions into data requirements and work with data engineers to define and validate datasets that power high-performing dashboards and analytics • Read, write and run simple to more complex SQL queries to support analytical needs • Assist Sr Analytics Analysts with statistical or analytical methods (e.g., regression, clustering, trend analysis) to identify patterns and support decision-making • Develop compelling visualizations and dashboards in tools like Tableau and translate findings into actionable narratives for non-technical and executive audiences • Independently works through ambiguity to structure analyses and derive insights by applying strong analytical thinking and critical questioning to get to the root of problems • Support junior analysts by reviewing outputs, answering questions, and helping build their knowledge of tools, methods, and business context • Act as a subject matter resource in one or more areas of business, understanding key metrics, drivers, and operational context • Collaborate with stakeholders across functional areas (e.g., Marketing, Risk, Finance, IT and Lending) to align analysis work with strategic goals • Follows and contributes to analytics development standards and documentation processes • Follows and contributes to continuous improvement efforts around data quality, data governance, and analytics team efficiency • Ensure compliance with BSA/AML and other regulatory and organizational policies • Effectively incorporates CARES Principles in daily behaviors and interactions: • Connect Create a welcoming, energized, and warm environment • Ask Discover and confirm others needs to ensure they feel understood and known • Resolve Take personal and full responsibility for meeting others needs • Elevate Commit to long-term personal and organizational growth and improvement • Strengthen Invest in our Numerica community and beyond. SUPERVISORY RESPONSIBILITIES: This position has no formal, direct supervisory responsibilities although will work with leaders and peers in the organization to drive results PERFORMANCE STANDARDS • Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union. • Independently manages analytics projects with minimal oversight • Ensures analysis and all supporting information is accurate, in balance, prepared on a timely basis, and in accordance with applicable regulation and risk management and ODM standards. • Produces accurate, insightful, and business-relevant analysis and recommendations • Brings curiosity and initiative to identify new analytics opportunities • Willingness and ability to learn new data tools and techniques in a dynamic analytics environment. • Strengthens data culture by modeling analytic thinking, quality, and collaboration • Maintain professionalism, adaptability, and ownership in a fast-paced environment EDUCATION and/or EXPERIENCE Required: • Bachelor's degree in Statistics, Mathematics, Data Science, Business, Economics, or a related field. • 3 to 5 years of experience in analytics, with a track record of delivering impactful analysis • Proficiency in: • SQL • Tableau or similar BI tools • Business and technical requirements • Business metric interpretation and financial analytics Preferred: • Experience in financial services, credit unions, or regulated industries • Experience building moderately to complex data analysis and visualizations in Tableau • Experience with Statistical methods or tools (e.g., regression, clustering, NLP) • Experience with Python or R for statistical analysis • Experience working with digital analytics tools (e.g., Google Analytics) • Exposure to data governance or enterprise data management • Advanced degree (MBA, MS Analytics, etc.) • Understanding of core business processes and metrics in areas such as lending, risk, operations, or marketing CERTIFICATES, LICENSES, REGISTRATIONS: None SKILLS and ABILITIES: • Strong communicator, able to break down complex analysis for a variety of audiences • Able to present confidently to leadership, peers, and cross-functional teams • Ability to write reports, business correspondence, and procedural manuals • Strong ability to translate data findings into clear narratives for technical and non-technical audiences through visuals and storytelling • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal, sensitive or confidential in nature • Team-oriented mindset and the ability to work across business functions • Analytical, logical thinker who is comfortable with complexity and ambiguity. • Skilled in using tools like Excel, PowerPoint, Jira, Git, and workflow platforms.<...

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