Description
POSITION SUMMARY
The Business Intelligence Analyst is responsible for providing direct support to the Xtend Business Intelligence manager. This includes assisting with and executing various Xtend Marketing Data Analytics and Business Intelligence Initiatives. In addition, this position works closely with the Xtend Business Intelligence Manager and CU*Answers Asterisk Intelligence staff to maintain, improve, and sell existing and new Xtend services to credit unions.
ESSENTIAL JOB FUNCTIONS
The Business Intelligence Analyst will work to maintain and support data-driven decisions throughout the credit union industry, proportioning a data driven culture in order to transform the way credit union organizations operate, forecast, communicate and deliver. The BI Analyst shall provide the Services and Deliverable(s) as follows:
1. Analyzes existing practices to isolate areas ripe for improvement or enhancement.
2. Serves as a client facing liaison between Credit Union Professionals, Credit Union Data, and Analytical tool offerings.
3. Assists the Business Intelligence Manager in driving marketing and sales efforts for the Data Analytics business.
4. Participates in client education programs with an emphasis on the utility of data, analytical product offerings, and industry trends in data usage.
5. Maintains a professional network and rapport for future new product releases, ala carte projects, and consulting engagements.
6. Assists in analyzing Xtend's Corporate data, identifying opportunities and threats, supporting management with trends and forecasts, and offering data insight as delegated by the Business Intelligence Manager.
7. Provides service as an available analyst to the benefit of our clients and industry by establishing best practices, education, consulting, Ala Carte Services, and recurring analytical services.
8. Assists in coordinating client education as it pertains to CU*BASE data analytics specific to marketing and sales with special attention paid to relevant dashboards.
9. Assists in the development of current toolset of products and consults on tool and product improvements.
10. Maintain a positive contribution as a member of the Xtend team and complete all tasks assigned by management to meet team objectives.
11. Delivering project results and educating clients via Web, Video, or otherwise.
12. Other duties as assigned.
Requirements
JOB QUALIFICATIONS
1. High School graduate or equivalent is required.
2. Two-year degree in a business-related field or equivalent work experience is required.
3. Extensive knowledge of credit union operations, regulations and procedures, accounting, and balancing functions.
4. Thorough working knowledge of CU*BASE software.
5. Superior research and analytical skills to track and predict trends.
6. Ability to deliver software support to any client personality style.
7. Excellent verbal and written communication skills, including classroom training experience and expertise.
8. Must be able to collaborate with executives, creative teams, research and development, and product development teams.
9. Excellent negotiation, problem solving and analytical skills
10. Proficient in standard office software applications, especially Microsoft Excel (MS Office)
11. Must be willing to take calculated risks and manage expectations of both internal development teams and potential and existing customers.
12. Ability to use discretion when dealing with sensitive or confidential data.
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
NOTICE
This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.
Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.
Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.
Xtend maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state, and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with Xtend, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.