Apply on Employer Site

Wellby Financial · 7 hours ago

Senior Data Analyst

Webster, TX

Full-time

Onsite

Senior Level

5+ years exp

Wellby Financial is a company that believes in passion and customer focus. The Senior Data Analyst will utilize statistical methods and data analysis to develop tools and insights that support decision-making by key stakeholders, ensuring data integrity and presenting findings clearly across the organization.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day

Works with purpose and is driven to provide the best team member experience

Connect, consolidate, and clean data from multiple sources into Power BI

Design and maintain robust data models that support dynamic reporting and analytics

Conduct in-depth analysis on given subject matter and translate insights into a story that meets the stakeholders’ requirements

Build and maintain interactive dashboards, ensuring visualizations are intuitive, accurate, and aligned with stakeholders’ needs

Collaborate with various stakeholders throughout the organization to understand, translate, and document business requirements

Present data informed strategic recommendations based on stakeholders’ needs

Identify and execute streamlining data workflows and automate reporting processes

Ensure data integrity, consistency, and data governance across all owned reporting platforms

Document data sources, logic, and dashboard usage guidelines

Develop and maintain operational dashboards and or reporting within various systems

Analyze and clearly communicate data

Research the root cause of data anomalies and troubleshoot any issues

Optimize reports and dashboards for speed, scalability and usability

Mentor, train, and provide guidance to junior-level analysts

Spearhead, collaborate, and execute requirements based on project needs

Generate ad hoc reports as needed

Performs other related duties as assigned

Qualification

SQLPower BIData AnalysisPythonData VisualizationStatistical ConceptsCritical ThinkingCommunication SkillsProblem SolvingTeam Collaboration

Required

Bachelor's degree in Data Analytics, Information Systems, or related field

Minimum of five (5) years of experience in data analysis, business intelligence, or analytics roles, preferably within financial services, banking, or credit union environments

Proficient in SQL for data extraction, manipulation and database management systems

Strong knowledge of statistical concepts, experimentation, and financial modeling

Knowledge of Wellby's organizational functions and general operating policies and procedures

Knowledge of secretarial practices and procedures, business English, spelling, and punctuation

Knowledge of personal computer, utilizing Microsoft Office Suite and other software

Knowledge in AI concepts and applications, with the intent to leverage AI towards driving innovation

Knowledge of SQL, Python, Power BI, Excel, and/or SSRS

Knowledge of automating data reporting and visualization dashboards

Skilled in advanced data analysis and interpretation using tools such as Excel, SQL, R, Power BI, or Python

Skilled in data visualization and storytelling through dashboards and presentations

Skilled in synthesizing complex data into clear, concise, and actionable insights

Skilled in critical thinking and problem-solving to draw meaningful conclusions from data

Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines

Ability to communicate clearly and concisely, orally and in writing

Ability to derive meaningful insights from multiple data sources, simplify complex concepts to easy-to-understand storytelling presentations, and deliver findings to senior-level leadership

Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members

Ability to coordinate several concurrent activities simultaneously

Ability to be adaptable of new technologies, tools, and methodologies, and having a willingness to learn and stay updated

Ability to exercise independent judgment

Bondable