The Senior Business Analyst is responsible for performing analyses related to ongoing projects and initiatives in the Marketing and Services & Solutions Departments. This position will play a large part in the implementation and roll out of projects integral to the success of the organization. Duties will include developing technical solutions, culling and analyzing proprietary databases for customer targeting. Key focus will be on data analysis and leveraging technology to improve credit union’s member engagement, competitiveness and performance.

Major Duties and Responsibilities

• Create both static and dynamic reports using software tools, such as SQL to address the reporting/targeting needs for Marketing, Branches and Member Services management; must be able to extrapolate the data and perform predictive modeling and cluster analysis. Ability to migrate/manipulate data within Excel and to SQL/ Sharepoint portal.
• Analyzes data contained in multiple proprietary databases to identify data reporting issues with existing data and proposed reporting.
• Assist in the development and tracking of various department metrics, including development and execution of regular marketing campaigns, monthly and/or quarterly reports.
• Work with Management to identify departmental needs and determine technical solutions, acting as Subject Matter Expert (SME).
• Coordinate efforts of both internal and external partners to source any needed data for customer targeting and segmentation.
• Proactively identify and communicate issues, risks and/or barriers to completing assignments.
• Database process mapping and maintaining data dictionary by revising and entering definitions.
• Perform other duties as assigned by Management.

Experience and Qualification:

• Minimum 5-8 years in data analysis/analytics. Financial services or banking experience a plus.
• A college degree required in Business, Finance, Marketing, MIS or other related field.
• The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
• A significant level of knowledge, trust and diplomacy is required to be an effective SME in the position.
• Strong analytical and effective verbal and written communication skills required.
• Superior time management skills, detail orientation, and the ability to multi-task are needed to succeed.
• Comfortable working at a granular level of processes and documentation with tight deadlines.
• Business Intelligence Skills that include proficiency in SQL Reporting Services and knowledge of SQL extract.
• Databases and Query Structure. Proficient in Microsoft Excel & Access, including pivot tables, queries and utilizing formulas.
• Project management experience desired.
• Eloqua, Marketing Automation, and SalesForce CRM, Cloud database management experience a plus.

Physical Requirements

The Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job.
Ability to communicate
Ability to operate standard office equipment
Must be able to sit for extended periods of time and to occasionally lift and move items up to 20 lbs. in weight.

Total Rewards:

Congressional Federal offers a comprehensive benefits package including but not limited to health and dental, 401k, vacation and paid sick leave, 11 paid holidays, tuition reimbursement, flexible spending programs and work/life balance.

EOE/M/F/D/V/SO

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)