Senior Deposit Solutions Operations Analyst jobs in United States
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UNFCU · 1 month ago

Senior Deposit Solutions Operations Analyst

UNFCU is a global not-for-profit financial institution that serves the UN community. They are seeking a Senior Deposit Solutions Operations Analyst to provide operational, analytical, and project management support, while collaborating with management to analyze data trends and prepare reports for executive recommendations.

AccountingFinanceFinancial ExchangesFinancial ServicesMobile AppsPayments

Responsibilities

Provide operational, analytical, and project management support for department
Assist FVP with collecting and evaluating transactional and statistical data
Utilize tools to analyze and collaborate with management to decipher trends leading to executive management recommendations
Prepare periodic statistical reports and presentations, and participate in the analysis and interpretation of data
Assist in assessing needs and identifying data sources, as well as providing executive-level administrative support and input for ad hoc requests
Lead project management efforts by coordinating with stakeholders to drive the successful execution of projects, initiatives, and new product development
Structure, manage, and optimize data pipelines, providing the foundation for accurate reporting
Develop high-impact visual presentations that connect data trends to business objectives
Trace operational flows and perform data analysis from knowledge of DNA at both the account and transaction level
Generate reports for management and staff from various database sources in an efficient manner
Support team in development of dashboards, statistical and interactive reports, and data visualizations in power point utilizing data extracts from excel
Develop dynamic statistical models, scenario analyses, and performance tracking tools using data sourced from Tableau, BI Portal, Lodestar, and other systems
Develop scenario analysis to model effect of implementing proposed deposit solutions products or enhancements
Analyze internal and external deposits to identify patterns and track balance movements
Develop long and short-term deposit-related planning, including collaborating with various stakeholders on a deposit gathering strategy for the credit union
Identify data sources and obtain data for the analysis of trends related to deposit growth
Identify, trace, and refine data into insights from data mining
Serve as backup to the FVP as directed and participate in all business continuity planning and exercises
Execute the credit union's deposit gathering activities, including current product modifications, new product development, introduction and member usage
Manage development of new deposit products and enhancement of existing products
Execute approved changes to system development and implementation from the Pricing Committee
Participate and present in certain meetings in the capacity of subject matter expert
Prepare presentations and reports for management, Pricing Committee, ALCO, Board of Directors, and other various regulatory agencies
Prepare presentations (including organizing and coordinating content), spreadsheets, graphs, charts and department communications using various software applications
Collaborate with colleagues, monitor trends in deposit growth, as well as deposit product usage by region, member type, and other relevant segments, to share insights
Serve as point of contact for vendor management; manage deposit, investment, and department protection related vendor information in Vendor Point; assist the Third-Party Risk Management department in assessing the risk profile of vendors
Manage engagements with third party services, which include but are not limited to software vendors and service providers
Assist with research and analysis for responses to audit and examination findings
Participate in Credit Union training and development programs
Perform additional responsibilities as assigned
Ensure compliance with federal and state laws and regulations and UNFCU’s Code of Ethics & Business Conduct

Qualification

Data analysisTableauProject managementAdvanced ExcelFinancial analysisAdobe ProfessionalSAP ConcurAnalytical skillsData mapping/modelingPresentation skills

Required

Bachelor's degree in related field or equivalent experience
5-7 years of experience in research and analytics
Knowledge of basic accounting and financial statements, cash flow, and financial markets
Ability to analyze and gather user requirements, along with member data and product adoption trends in a competitive environment
Proficient in creating flowcharts and data mapping/modeling
Strong analytical skills with proven ability to translate large volumes of data into meaningful information and recommendations
Advanced MS Office skills, with an emphasis on Excel and PowerPoint
Advanced Tableau skills

Preferred

Knowledge of economic and business concepts
Knowledge of Adobe Professional is a plus
Experience working with SAP Concur or other expense reporting platform

Company

UNFCU

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UNFCU financial products and services company.

Funding

Current Stage
Late Stage

Leadership Team

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Janice Ong
VP Payments Experience
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Company data provided by crunchbase