Sr. Data Analyst – Onsite | Baytown, TX

Role:

This position works as a member of the data analytics department. The Senior Data Analyst will be responsible for understanding department reporting needs and transforms those needs into accurate and meaningful business insights. The Senior Data Analyst develops reports, dashboards, and analytical solutions that support strategic and operational decision-making across the credit union. This position collaborates closely with business units throughout the organization to understand reporting needs, identify trends, analyze performance metrics, and make data-driven recommendations. The role also assists with data integration, validation, testing, and ETL processes while leveraging the enterprise data platform maintained by the Data Engineer.
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Essential Functions & Responsibilities

E

40%

• Business Intelligence & Dashboard Development
• Develops and maintains Power BI dashboards, reports, scorecards, semantic models, and self-service
  reporting solutions.
• Creates visualizations that are accurate, intuitive, and aligned with business objectives
• Develops trend analysis, forecasting, and forward-looking insights to help leaders anticipate operational needs, member behavior, performance risks, and growth opportunities.

E

35%

• Data Analysis & Business Insights

  • Analyzes organizational data to identify trends, opportunities, risks, and performance drivers.
  • Presents findings and actionable recommendations to management and stakeholders.
  • Creates documentation for reports, dashboards, data definitions, and business metrics.

• Validates report outputs, metric calculations, and dashboard results to support data accuracy, consistency, and confidence in decision-making.

• Identifies and communicates data quality concerns, inconsistencies, or anomalies to the Data Engineer and appropriate business stakeholders for review and resolution.

• Perform statistical analysis to identify trends, patterns, correlations, and anomalies that support data-driven business decisions

E

20%

• Stakeholder Collaboration
• Works closely with departments to gather business requirements, define reporting needs, establishes KPI's
  and delivers data solutions that improves decision-making and operational efficiencies.
• Trains end users on reporting tools and dashboard functionality

N

5%

• Performs other duties as assigned.

Performance Measurements:

Delivers accurate, timely, and actionable dashboards and reports that meet business requirements.

Demonstrates the ability to identify trends, risks, and opportunities through data analysis.

Maintains high levels of data accuracy and quality across reporting solutions.

Meets project deadlines and communicates project status effectively.

Demonstrates an understanding of, and follows the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.

Knowledge and Skills:

Experience

Three years to five years of similar or related experience.

Education

(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree). and/or completion of 10+ years of job related specializations of process improvement, data validation, data visualization and analysis.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

• Advanced Power BI skills
• Strong SQL Knowledge
• Data storytelling and presentation skills
• Excellent analytical and problem-solving abilities
• Strong written and verbal communication skills

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, talk, and sit.

Work Environment

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.