Senior Business Intelligence Analyst Folsom, California

THIS REQUIRES A LOCAL CANDIDATE - HYBRIDSalary Range: $120,000.00 - $148,950.00Why SAFE?SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

• Professional Development Opportunities: Offering training programs, workshops, and mentorship.


• Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.


• Flexible Work Arrangements: Providing options for remote work and flexible scheduling.


• Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.


• Career Growth: Clear paths for career advancement and internal promotions.


• Work-Life Balance: Encouraging a healthy balance between professional and personal life.


• Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.


• Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.


• Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.


• Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.


• Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.

POSITION PURPOSEThe Senior Business Intelligence Analyst plays a crucial role in driving SAFE Credit Union's information driven decision-making capabilities. This position is responsible for transforming complex data into actionable insights that support decision making, strategic initiatives and operational excellence across the organization. Key aspects of this role include:

• Leveraging advanced business intelligence tools and modern data mining techniques to create and maintain interactive information experiences including meaningful dashboards and reports to meet businesses data insights, data trending, data visualization and information requirements.


• Serving as a key liaison between business units and the BI team, collaborate with subject matter experts, analysts, engineers and other team members for translating business needs into technical requirements and information experience solutions and strategies.


• Supporting the design and implementation of data models, analytics processes, and reporting systems that drive efficiency and effectiveness across the organization.


• Championing data literacy and fostering a data-driven culture by providing guidance and training on leveraging BI tools and interpreting data insights.


• Contributing to the development and maintenance of data governance practices, ensuring data quality, security, and compliance with relevant regulations.


• Staying at the forefront of BI trends and technologies, continuously seeking innovative ways to enhance the organization's data capabilities and competitive edge.

This role is essential in empowering SAFE Credit Union to harness the full potential of its data assets, driving growth, operational efficiency, and enhanced member experiences through advanced analytics and insights.ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Develop and deliver advanced information experience for strategical, operational, financial analytics, including interactive visualizations and dashboards that track performance, identify trends, and support strategic decision-making across the organization.


• Partner with Data Engineering to optimize data architecture, ensuring efficient data storage, retrieval, and integration for BI tools, with a focus on scalability and performance.


• Use a variety of data sources and software applications to query, build, analyze, validate and draw conclusions from large amounts of transaction and member data including advance analytics techniques and tools R, PowerBI.


• Manage and prioritize ad hoc and routine data/report requests ensuring timely delivery while adhering to governance and security policies and identifying opportunities to create self-service analytics solutions.


• Collaborate with channel leadership to develop, implement, and maintain key performance indicators (KPIs) and value models that evaluate the success of channel initiatives and overall strategy.


• Support the design and implementation of complex, multi-dimensional data models, star schemas and de-normalized data structures to support advanced reporting and analytics needs across the organization.


• Collaborate with the Data Governance team to ensure data quality, consistency, and compliance with regulatory requirements in all BI initiatives.


• Design and implement data visualization best practices, creating standardized templates and style guides for dashboards and reports across the organization.


• Mentor junior team members and provide technical guidance on complex BI projects, fostering skill development and knowledge sharing within the team.


• Conduct regular stakeholder meetings to gather requirements, present findings, and ensure BI solutions align with evolving business needs.


• Evaluate and recommend new BI tools and technologies to enhance the organization's data capabilities and streamline analytics processes.


• Develop and maintain comprehensive documentation for BI processes, data models, and reporting systems to ensure knowledge transfer and operational continuity.


• Provide technical assistance and support at Subject matter expert (level 3 and level 4 ) to ensure the availability of the critical business information and intelligence solutions as defined in service level agreements.


• Provide education , training and guidance on how best to leverage business intelligence (BI) tools.


• Perform other duties as assigned.

QUALIFICATIONSEducation/Certification:Bachelor's degree (B.A.) in Business Analytics, Computer Science, Information Systems, Accounting, Finance, IT, Business Management, Mathematics, or related quantitative field, and a minimum of 5-7 years of progressively responsible experience in business intelligence and analytics roles. Financial institution experience is a plus.Experience Required:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Skills/Abilities:

• Proven ability to translate complex business requirements into effective and efficient data models and BI solutions.


• Strong project management skills with experience leading end-to-end BI initiatives.


• Excellent data storytelling abilities, with the capacity to present complex data insights to both technical and non-technical audiences.


• Experience with on-premises or cloud-based BI and analytics platforms like PowerBI, Tableau


• Knowledge of financial services industry metrics and KPIs, with the ability to apply this understanding in BI solutions.


• Deep understanding of data modeling principles.


• Strong attention to detail and problem-solving skills.


• Significant knowledge and experience in managing and executing data management initiatives.


• Strong ability to explain advanced data concepts to both database developers and architects, non-technical end users, and senior executives.


• Ability to understand business needs and translate them into technical specifications.


• Advanced proficiency in SQL (including T-SQL and PL/SQL), with the ability to optimize complex queries for large-scale data environments.


• Experience developing requirements for business intelligence (BI), master data management, and functional data projects.


• Advanced skills in Microsoft Excel, Power Query, and Power Pivot, with the ability to create complex data models and DAX calculations.


• Experience with complex SQL joins, groups, views and other relational database concepts.


• Extensive experience with Microsoft BI stack (SSRS, SSAS, Power BI), including development of enterprise-level reports, dashboards, and tabular models.


• Advanced data visualization skills using tools like Power BI, Tableau, or similar, with a strong understanding of data visualization best practices and user experience design.


• Query, cleanse, manipulate, and aggregate data from a data warehouse, data lake, and/or data marts.


• Develop procedures, processes and routines that ensure efficiency and accuracy.


• Appropriately handle sensitive and confidential information.


• Ability to act autonomously while being a team player.


• Familiarity and experience working with Agile methodologies, Continuous Integration and continuous development techniques, Collaborative and versioning tools.


• Perform other duties, as assigned.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARYLANGUAGE SKILLS

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.


• Ability to comprehend and author procedures, reports, and business correspondence.


• Ability to effectively present information and respond to questions from groups of managers, peers, vendors, and the general public.

MATHEMATICAL SKILLS AND REASONING ABILITY

• Ability to work with mathematical concepts such as probability and statistical inference.


• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.


• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.


• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS AND WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.


• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.


• The employee must occasionally lift and/or move up to 10 pounds.


• Specific vision abilities required by this job include close vision.


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

INTENT AND FUNCTION OF JOB DESCRIPTIONSThis is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

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