Lead Data Analyst, Financial Planning & Analytics

Provide research and performance analysis of UNFCU's business lines and products. Create financial models and datasets to support executive decision making using financial applications and database tools. Responsible for defining member behavior, trends, and product preferences through data analysis. Collaborate with FP&A colleagues to model budgets and forecasts. Partner with business leaders to evaluate product proposals using funds transfer pricing, ROA, and capital ratios. Compile industry comparisons and assist in new business opportunities and ad hoc projects. Additionally, provide analytical insights to support optimal business decisions.

This position is expected to be hybrid.

NYC Salary Range - $100,860-$129,320 annually; compensation is commensurate to geographic location.

• Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
• Manage and report on monthly financial performance, including working with business units in identifying reasons for variances to budget and prior periods.
• Serve as the subject matter expert (SME) on UNFCU’s financial reporting software (including Axiom), with experience in data maintenance (ETL) and vendor relationship (software version support). Recommend process enhancements that improve business intelligence practices.
• Serve as primary contact for business units on all financial queries including developing and tracking forecasts and identifying actions to mitigate potential business risk.
• Play a key role in preparing the annual business plan.
• Develop and distribute financial models, forecasts and performance measures, and create relevant dashboards and/or reporting tools to enable functional leaders to make data driven decisions for day-to-day operations.
• Assist other analysts in creating profitability analysis reports by business units and by members periodically and exhibit aptitude to discuss data to business units and senior management.
• Support other team members as required and perform other ad hoc analyses.
• Assemble and analyze data sources across multiple departments to produce detailed presentations and dashboards as requested by senior management using Tableau, Power BI or SQL.
• Perform additional responsibilities as assigned
• Ensure compliance with federal and state laws and regulations and UNFCU’s Code of Ethics & Business Conduct.

• Bachelor’s degree in Business, Finance or Economics, Math or Statistics, or Computer/Data Science/Engineering
• 7-10 years of experience in business analytics, profitability analysis, and/or data visualization
• Experience in business and data analysis in a corporate setting
• Proficient with query and dashboard tools (SQL server, Tableau)
• Experience with data modeling
• Proficient in organizing and analyzing unstructured data
• Advanced proficiency with Excel

• Financial institution experience preferred/plus
• Understand product knowledge, the Banking/Credit Union business lines, and product and support functions
• Ability to manipulate large volume of data and summarize key messages to leadership and produce a measurable message
• Understand complex data structures
• Strong business acumen in Finance, Banking Operations, and Strategic Management
• Excellent interpersonal skills and highly detail oriented

UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture. 

UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.