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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analysis and report development, with a strong focus on user engagement and training facilitation. Proficient in leveraging analytic tools and methodologies to enhance business intelligence and decision-making processes.
Highest-signal resume keywords
Data AnalysisReport DevelopmentUser EngagementBusiness IntelligenceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisReport DevelopmentData DeliveryRelational DatabaseTrend IdentificationUse Case DevelopmentUser Acceptance TestingBusiness Requirements ElicitationRisk AssessmentIterative Design Processes
Soft Skills
Training FacilitationCommunicationProblem SolvingCollaborationUser Support
Tools & Technologies
Analytic ToolsBusiness Intelligence Applications
Industry Keywords
Financial ServicesBusiness AdministrationInformation ScienceData ScienceApplied Math
About the role
Key responsibilities & impact- Support end-user engagement processes, including assisting credit unions and internal users in creating reports.
- Research data questions/issues and report solutions to BI Analysts when defects or improvements are identified.
- Design and develop new reports to solve complex business problems.
- Create and maintain educational assets and training materials.
- Facilitate internal and external training classes.
- Promote analytic tools, methods, and conceptual approaches to improve business intelligence and decision-making.
- Define and execute product lifecycle and iterative design processes for reports, educational assets, and engagement techniques.
- Participate in formal projects by defining scope and objectives, eliciting and prioritizing business requirements, assessing risks, and transitioning requirements into solutions and implementation principles.
- Collect, evaluate, and compress data and information from various sources; elicit user needs and document concepts or remediation plans.
- Develop use cases and execute test scripts for user acceptance testing.
- Identify, develop, and support implementation and readiness tasks while mitigating risk and addressing end-user adoption hurdles.
- Perform other duties as assigned.
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Information Science, Data Science, Applied Math, Business Intelligence or a related discipline or equivalent combination of education and experience required.
- Three (3) years product service/support or client relationship experience within the financial services industry required.
- Two (2) years Data Analyst or Business Analyst role with experience in large data sets, identifying trends, and relational database required.
- Two (2) years of experience with data delivery or analytic tools/applications preferred.
- This role is currently not eligible for sponsorship.
Benefits
Comp & perks- Competitive wages
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care
- Community Volunteer Time Off
- 12 Paid Holidays
- Company Paid Disability Insurance
- 401k (with employer match)
- Health Savings Accounts (HSA) with company provided contributions
- Flexible Spending Accounts (FSA)
- Supplemental Insurance
- Mental Health and Well-being: Employee Assistance Program (EAP)
- Tuition Reimbursement
- Wellness program
- Remote-first, flexible environment
- Psychological safety, wellbeing and belonging