- Perform routine and detailed business analysis, outline problems, and recommend data-driven solutions based on the needs of the business.
- Support annual budgeting and forecasting by analyzing deposit, income, and expense trends and developing accurate projections.
- Monitor performance of all campaigns and promotions, track progress against stated goals
- Design informative and actionable analyses to identify patterns and trends in the data that support strategic initiatives and/or recommendations.
- Evaluate departmental processes to achieve automation opportunities, process efficiencies and control improvements.
- Understand and effectively communicate the financial and operational impact of recommended changes.
- Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- All other duties as assigned.
- Experience with Project management tools experience such as Jira and Confluence
- Prior working experience with credit union specific Payment's technology
- Understanding of Banking terms like loan, bill payments, cards, etc.
- Experience in Payments transactions, Accounts Payable and Reporting
- Good expertise in Microsoft Excel - ability to pull relevant fields from large data sets
- Some experience in running SQL queries to pull relevant data fields from database
- Exposure to Tableau
- Ability to work with IT teams
Bachelor's Degree: Often in business administration, Project management, or a related field
Master's Degree: Preferred , especially in business or a related field
Technical Proficiency: Competency in using Microsoft applications like Word, Excel, and Outlook , SQL Payments , Accounts payable and Reporting