Premier America Credit Union · 1 month ago
Business Intelligence Financial Analyst - on-prem daily
Los Angeles, CA
Full-time
Onsite
Mid Level
$65K/yr - $81K/yr
3+ years expPremier America Credit Union is one of the nation’s largest credit unions, dedicated to serving its members with a commitment to accountability and community. The Business Intelligence Financial Analyst will support the modernization of data infrastructure by developing dashboards and analytics that enhance member engagement and operational efficiency.
BankingFinancial ServicesNon Profit
Responsibilities
Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing a clear view of performance, member behavior, and operational effectiveness
Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions, ensuring alignment with governance standards
Translate business needs into technical BI requirements and ensure alignment with data governance and accuracy standards
SQL and BI tools – Tableau and Power BI - to analyze structured and semi-structured data from systems like Symitar, Salesforce, Medallia, Velera, and others
Validate data quality and integrate clean, reliable data into the Enterprise Data Warehouse and reporting ecosystem
Design and develop predictive models and early warning indicators in collaboration with stakeholders
Enables access and understanding of data usage by training stakeholders, enabling data literacy, and embedding dashboards into daily decision-making processes
Analyze trends and provide insight that supports growth in Markets of Opportunity, enhances fraud mitigation, drives member retention, and informs product and engagement strategies
Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems
Develops integrated reporting layer that reduces manual workload and creates a unified source of truth
Partner with the Finance Team to ensure that reliable, properly formatted data extracts can be pulled from the data warehouse for the purpose of feeding into financial modeling software and to ensure that necessary data enhancements are made to include additional data when necessary to improve the accuracy and reliability of financial modeling results
Qualification
Required
3+ years of experience in BI development, data analysis, or enterprise reporting, ideally in a credit union or financial services setting
Bachelor's degree in Business Analytics, Information Systems, Finance, or a related field
Strong proficiency in SQL and data visualization tools, with a track record of delivering meaningful, intuitive dashboards
Familiarity with credit union operations, especially related to digital banking, deposits, payments, fraud
Excellent communication and interpersonal skills, capable of working with both technical and non-technical stakeholders
Strong problem-solving abilities and attention to detail
Ability to manage multiple tasks and projects in a fast-paced environment
Detail-oriented and self-motivated, with a passion for solving business problems through data
Familiarity with data governance principles and data quality standards
Preferred
Experience with Jack Henry's Symitar, Lumin Digital, Tableau, Salesforce, and Salesforce Marketing Cloud is a plus
Familiarity with Agile methodologies and experience working within Agile teams
Experience working with data warehouses, data lakehouses, or cloud analytics platforms is a plus
Excel proficiency and familiarity with financial statements and financial modeling software (i.e. Interest Rate Risk modeling software)
Benefits
Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more!
Company
Premier America Credit Union
Premier America is a credit union that offers online banking services.
201-500 employees
H1B Sponsorship
Premier America Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageLeadership Team
Jason Wolkove
Chief Technology Officer
Ernesto Norona
Chief Operating Officer
Company data provided by crunchbase