Description

Primary Success Factors:

• Supports departmental reporting that broadly supports three key functions: 1) Marketing and Communications, 2) Business Development, and 3) Community Investment
• Supports the development of Tableau dashboards that transform data into information to support informed decision-making. Includes collecting and analyzing data from various sources (CRM, market research, internal system, etc.)
• Supports the evaluation, development and integration of new tools and ideas that accelerate technology capabilities, including member APIs and interactive tools/calculators. Works with stakeholders to define business needs for new technology solutions and translates business requirements into technical specifications for IT
• Integrates AI capabilities to enhance Business Intelligence processes, streamline data processing, and improve reporting efficiency. Proactively identifies opportunities for system and process improvements, particularly related CRM and member monitoring, and supports the implementation of approved departmental initiatives
• Works closely with Marketing/Communications, Business Development, Community Investment and product owners to support the execution of marketing and membership strategies. Supports the development of new tools and ideas to drive member engagement and business. Conducts financial statement analysis for member peer benchmarking and performance monitoring

Required Experience:

• Bachelor’s degree in Business Administration, Finance
• 3+ years' of relevant business experience, preferably in banking or financial services, including hands-on experience in business intelligence, reporting and analytics; four years’ experience preferred
• Must possess a solid understanding of basic economic and finance terminology
• Familiar in programming (SaaS, SQL, Python)
• Advanced Business Intelligence other data visualization skills (Tableau, Power BI, Qlik) required
• Familiar with emerging AI technology and integration capabilities
• Proficient with Microsoft Excel, Word, and Powerpoint
• Detailed orientation, strong organizational and project management skills required
• Excellent interpersonal, verbal and written communication skills

Key Skills

Education

Any Graduate