Senior Data Analyst

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Position Summary

The Senior Data Analyst uses statistical methods analytical methodologies and data analysis to develop maintain and deploy tools including dashboards infographics reports and presentations to inform and support decision-making by key stakeholders. This role mines cleans processes and analyzes internal and external data using key performance indicators business results industry sources competitors and member information. This individual is required to have a clear understanding of stakeholder needs and transform those requirements into accurate easy-to-understand outputs. This position requires the team member to present data-driven insights to all levels of the organization in a clear accurate and concise manner. This individual must develop and maintain a good understanding of our corporate model objectives and challenges by collaborating with various stakeholders throughout the organization.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Connect consolidate and clean data from multiple sources into Power BI.

• Design and maintain robust data models that support dynamic reporting and analytics.

• Conduct in-depth analysis on given subject matter and translate insights into a story that meets the stakeholders requirements.

• Build and maintain interactive dashboards ensuring visualizations are intuitive accurate and aligned with stakeholders needs.

• Collaborate with various stakeholders throughout the organization to understand translate and document business requirements.

• Present data informed strategic recommendations based on stakeholders needs.

• Identify and execute streamlining data workflows and automate reporting processes.

• Ensure data integrity consistency and data governance across all owned reporting platforms.

• Document data sources logic and dashboard usage guidelines.

• Develop and maintain operational dashboards and or reporting within various systems.

• Analyze and clearly communicate data.

• Research the root cause of data anomalies and troubleshoot any issues.

• Optimize reports and dashboards for speed scalability and usability.

• Mentor train and provide guidance to junior-level analysts.

• Spearhead collaborate and execute requirements based on project needs.

• Generate ad hoc reports as needed.

• Performs other related duties as assigned.

Knowledge Skills and Abilities (KSA)

• Knowledge of Wellbys organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures business English spelling and punctuation.

• Knowledge of personal computer utilizing Microsoft Office Suite and other software.

• Knowledge in AI concepts and applications with the intent to leverage AI towards driving innovation.

• Knowledge of SQL Python Power BI Excel and/or SSRS.

• Knowledge of automating data reporting and visualization dashboards.

• Skilled in advanced data analysis and interpretation using tools such as Excel SQL R Power BI or Python.

• Skilled in data visualization and storytelling through dashboards and presentations.

• Skilled in synthesizing complex data into clear concise and actionable insights.

• Skilled in critical thinking and problem-solving to draw meaningful conclusions from data.

• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding machines.

• Ability to communicate clearly and concisely orally and in writing.

• Ability to derive meaningful insights from multiple data sources simplify complex concepts to easy-to-understand storytelling presentations and deliver findings to senior-level leadership.

• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to be adaptable of new technologies tools and methodologies and having a willingness to learn and stay updated.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies procedures and programs are consistently administered aligned with organizational goals and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated integrated and/or prioritized.

• Courses of action are determined by established procedures and/or the VP of Finance Optimization.

• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting standing reaching and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.

• The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled heated lighted and ventilated area.

Minimum Qualifications

• Bachelors degree in Data Analytics Information Systems or related field

• Minimum of five (5) years of experience in data analysis business intelligence or analytics roles preferably within financial services banking or credit union environments.

• Proficient in SQL for data extraction manipulation and database management systems.

• Experience with data visualization platforms such as Tableau Power BI or DOMO is preferred.

• Strong knowledge of statistical concepts experimentation and financial modeling.

• Experience in scripting languages and statistical packages (e.g. Python SAS R) is advantageous.

• Certifications Preferred: Microsoft Certified: Data Analyst Associate or Power BI Data Analyst Associate

• Bondable

For All Candidates

This is a Full-Time Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the Company.