Finance Data Analyst

UW Credit Union is looking for a Finance Data Analyst to help turn finance and business data into insights that support growth, innovation, and member-focused outcomes. This onsite role in Madison, WI combines advanced analytics and visualization with collaboration across business partners and finance operations.

At UW Credit Union, you will contribute to data-driven solutions through solution development, project coordination and business analysis, documentation, and ongoing improvement of reporting tools that support strategic priorities.

Location, Salary, and Experience

• Location: Madison, WI (onsite)
• Work schedule: Office work 3 days per week
• Salary: USD 86,400 per year
• Minimum experience: 2 years

Education

• Bachelor’s degree in Information Systems, Computer Science, Data Science, business, or a related field, or equivalent work experience

Responsibilities

• Use advanced data analysis and visualization tools, and integrate insights into business processes, including participation in building new frameworks and data-driven solutions
• Work with complex datasets to identify trends and patterns and make data-driven recommendations
• Use SQL with JOIN and aggregates; build basic data pipelines using dbt
• Create complex visualizations in Tableau
• Validate results using reasonability checks, comparisons to historical results and benchmarks, and end user validation processes established by the team
• Document data structures, measures, metadata, assumptions, models, reports, analyses, and client-focused training materials as required
• Provide peer review of colleagues’ coding, results, analyses, and other deliverables
• Maintain and update existing reports and tools as strategic priorities, external environments, underlying software, data structures, or end-use workflows change
• Collaborate with business partners to define problems and suggest initial data-driven solutions
• Apply business domain understanding to translate business needs into impactful data approaches
• Work with business units to understand data needs, refine Use Case criteria, identify data sources, and profile data for fit
• Consult with analytics clients through oral and written presentations for meetings or leadership audiences
• Develop and maintain knowledge of organizational structure, core leaders, decision makers, and relationships that affect client engagement efficiency and success
• Forecast workload volume, establish priority guidelines, and negotiate timelines with partners to support demand
• Contribute experience and insight through collaboration and lead knowledge-sharing sessions with junior analysts
• Build relationships with domain peers to understand the business mechanics behind the data
• Stay current on advancements in analytic technologies
• Provide technical assistance to staff for business intelligence tools
• Participate in new vendor evaluations and help ensure active usage of vendor-provided resources, including technical support, education, compliance, reporting, and user groups
• Maintain professional rapport with vendor contacts to support progress on problem resolution and product enhancements
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Information Systems, Computer Science, Data Science, business, or related field required, or equivalent work experience
• 2-3 years of data analysis or analytics experience in two or more of the following:
  • Code development using SQL
  • Performance measure development
  • Organization, analysis, and modeling of multiple data sources
  • Development of data visualizations, dashboards, KPIs, etc.
  • Tableau development
• 2-3 years of hands-on database querying experience
• Financial services industry experience preferred
• Advanced verbal and written communication skills
• Advanced presentation skills, including storytelling to drive action
• Advanced interpersonal skills and ability to collaborate as part of a team
• Ability to initiate and follow through on complex projects across short- and long-term durations
• Advanced organization and time management skills
• Advanced analytical, critical thinking, and problem-solving skills
• Ability to work independently, taking responsibility for job development and training, researching and resolving questions, requesting leadership input, and keeping leadership informed
• Advanced skills creating, designing, and developing interactive dashboards and visualizations
• Ability to interpret business needs and translate them into actionable analytic deliverables
• Must be able to work in a diverse, collaborative team environment
• Must be self-driven, curious, and creative
• Demonstrated attention to detail
• Demonstrated ability to manage multiple tasks and meet deadlines

Technologies

• SQL
• dbt
• Tableau

Benefits

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program

Work Authorization and Relocation

• This position requires you to work onsite in Madison, WI from the office 3 days per week
• No relocation assistance will be provided
• All employees must possess valid work authorization to work for UWCU on the date of hire
• UWCU does not provide immigration sponsorship or support for employment authorization, including H-1B, F-1 OPT, TN, or other visa categories