SR Financial Data Analyst

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

The Senior Financial Data Analyst is a key contributor to the Accounting / Controller team to help transform Patelco as a Data-driven organization and position Credit Union as a Technology Leader. This position is responsible for the design, development, deploy and operations of data analytics for the accounting team.  The candidate will create efficient processes within the accounting team and understand the interrelationships of the systems and data.

The candidate will be part of a passionate, highly collaborative team who works in a fast-paced agile environment. The candidate will work closely with business & technology owners, product managers, data champions and cross-functional teams to support data & analytical needs and enable analytics-as-a-service function.

The ideal candidate will be a seasoned financial data analysis professional in supporting accounting and finance areas, excels in delivering value, familiar with modern data architectures, offering comprehensive data & analytical technology skills in Tableau, Data Pipelines, Cloud Data & Analytics Platforms, Data Warehouse, BI Analytics & Dashboards. Preferable to have financials services domain experience from banking, credit union, fintech and other financial sectors.

• Independently build end-to-end data and analytics solutions (i.e. ingesting data, modeling data. analyzing data, developing reports/dashboards, and sharing insights) to meet organizational priorities and timelines.
• Applies analytical mindset in deriving data driven insights, designs & creates intuitive dashboards, reports, and scorecards using Tableau and other tools.
• Write SQL queries against the data to analyze insights
• Performs data analysis of enterprise data & marketing data (Sales Force Marketing Cloud, Marketing Journeys, Google Analytics, Indirect Marketing, and others) and share insights with stakeholders
• Analyzes enterprise and external data sources, creates optimized & resilient data pipelines to ingest and enriches them.
• Liaises with business & technology owners using data story telling techniques.
• Designs analytical consume ready data models by applying modern data warehouse techniques. Creates and enriches curated data models while ensuring conformed, transformed, enriched, and connected data sets
• Practices and adheres to enterprise data standards, guidelines, data management architecture. Finds opportunities to improve best practices, identifies repeatable solutions to underlying problems.
• Applies & demonstrates Team-First mindset. Collaborates with team for data & analytics platform maturity.
• Mentors junior staff as appropriate. Works with offshore and external partner resources and owns delivery of work items.
• Ability to build data solutions using SQL, Tableau, Informatica, Snowflake
• Professionalism, resourcefulness, initiative, or collaboration
• Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.

• B.S. in computer science or equivalent degree with 10 years of professional experience in data & analytics technologies/solutions as data analyst or related roles with a good understanding of accounting / finance functions; or Masters Degree in Analytics with 5 years of relevant experience.
• Ability to do detailed data results analysis
• Proficient in data analysis using Tableau, SQL, and other data analysis techniques
• BI analytics, dashboards using Tableau. Demonstratable experience in creating dashboards and data visualizations.
• Proficient level data engineering skills using Cloud Data Platforms, ELT/ETL mechanisms, Informatica — IICS, Stored procedures to ingest structured, semi-structured datasets using files, and RDBMS - SQL Server.
• Experience in applying Data management patterns to measure & monitor data quality. Applying data governance standards and creating technical data dictionary.
• Financial services background with preference to domain experience in Credit Union, Banking, FinTech sectors. Other financial sectors and domains will be considered
• Innovative problem solving, and Can-do mind set. Outcome oriented and always finds a way deliver commitments.
• Fast learner and quickly adopts to dynamic environment. Ability to work in a fast-paced agile team environment.
• Effective team player with a Team-first attitude and ability to establish working relationships.

$144,435/yearly

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits

• Onsite fitness center at HQ and rewards for completing wellness related activities 

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products

• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)

• PTO for part-time and full-time positions

• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans