Business Insights & Project Analyst

Responsible for overseeing projects in support of various business units and the processes and systems that are in place for those areas.  Responsible for analyzing existing systems and processes as well as designing, developing, and customizing business solutions to improve operational effectiveness and to meet UNFCU’s strategic goals by helping to ensure the implementation and management of transactional operations that are effortless, effective, and efficient. 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.

This position can be remote.

NYC Salary Range - $93,450-$119,000 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
• 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

• 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

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

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