Position Summary:

The Business Intelligence Specialist role will be responsible for identifying business intelligence, reporting, and data analysis needs for the Loan Resolutions and Chief Lending Officer team. They will work closely with internal stakeholders to turn data into critical information and knowledge that can be used to make sound business decisions.

Essential Duties and Responsibilities:

• Portfolio Insights: Analyze loan data to inform and support decision-making for Loan Resolutions and Lending
• Reporting Services: Develop and deploy reports to end users and the self-service portal. Maintain folder level security based on active directory groups. High level summary and self-service reporting and dashboards. Reporting against, multiple data warehouses, source systems (SQL Server and Oracle), and SSAS database in multidimensional mode and Power BI mode.
• Decision Sciences: Experience with decision sciences / predictive analytics, integrating data and analytics in to decisioning processes. Perform pre-production tests and monitor performance and proactively identify opportunities.
• Business Requirements Documentation: Responsible for ticketing system report requests with detail from all the various data sources, requirements, and time estimates. Maintain DBA Tools database with reports and extract information as well as Integration Services packages. Work with project management teams for documentation details. Technical report documentation of data extracts, automation processes, and data analytics.
• Reporting and Analysis Services: SQL and Power BI to query, model and analyze data. Share findings and visualizations with Department and Leadership Teams. Continuous review of existing reports to identify opportunities for automation.
• Completes all mandatory compliance testing within designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes. Prepare data for internal and external audit requests.
• Stays abreast of changes within the credit union relating to services and procedures.
• Stay up-to-date with industry trends and new analytical methods to continuously improve analytics processes
• Communicate findings and recommendations to stakeholders, including senior leaders, in a clear and compelling manner

Minimum Qualifications:

(Education, Experience, Knowledge, Skills, and Abilities)

Essential education:

* Bachelor's degree required or equivalent years of experience.

A minimum of 3 years experience in integration services, reporting services, business documentation, and T-SQL systems.

Experience:

A minimum of 3 years experience in Analysis Services, including using MS SQL, Power BI and Excel.

Experience in a financial institution preferred

Knowledge, Skills, and Abilities

• Competent with MS Office (Word, Excel, PowerPoint, Access, Visio
• Heavy Excel user who is comfortable with Pivot Tables and Lookup functions
• Working knowledge of Microsoft Business Intelligence stack (Integration Services, Reporting Services, and Analysis Services)
• Strong statistical analysis/mathematics background
• Python knowledge for scripting a plus
• In depth knowledge of SSIS and its capabilities.
• Knowledge of T-SQL and ANSI SQL stored procedures with multiple parameters.
• Ability to perform business analysis and documentation.
• Experience in Team Foundation Server or other source control system. May not need this.
• Ability to do data integrity and validation; and manage multiple priorities simultaneously.
• Excellent written and oral communication skills.
• Ability to work both independently and within teams.
• Microsoft Azure experience a plus

Physical Demands and Work Environment:

(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit.
• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
• The noise level in the work environment is usually moderate.
• Our company offers a dynamic hybrid work arrangement, which requires three days on-site, in the Sugar Land, TX office. Our retail roles are required to be onsite at the branch locations.