BU Data Analyst II

Reposted Yesterday
Be an Early Applicant
Tustin, CA, USA
In-Office
98K-156K Annually
Senior level
Financial Services
Serving school employees and their families since 1934.
The Role
Owns complex business-unit systems administration, business requirements analysis, workflow design, reporting solutions, integrations, testing, upgrades, security reviews, troubleshooting, and user support. Acts as a liaison between business stakeholders and IT, translating operational needs into system and reporting requirements. Coordinates implementations, documentation, training, vendor escalations, user access, and process improvements while supporting reporting accuracy and system performance.
Summary Generated by Built In

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

BU Data Analyst II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$97,552.00 - $156,083.00

Scheduled Weekly Hours:

40
What You’ll Be Doing
Under limited supervision, responsible for complex systems administration within the business unit, including design, development, testing, implementation, troubleshooting, administration and enhancement of assigned systems, including workflow design and third party integrations. Acts as a subject matter expert and key liaison among stakeholders based on advanced understanding of the structure, policies, and operation, in order to develop recommendations and solutions to solve problems and issues related to business operations. Maintains advanced knowledge and skillset of business systems in order to effectively bridge the gap between business unit inefficiencies and technology solutions.
  • Designated as a subject matter expert and functions as a liaison and point of contact to Information Technology from the line of business, representing the end users and business process owners in business system requirements, implementations and support for software products.
  • Maintains a solid understanding of data management, business systems, procedures and processes for the corresponding business unit.
  • Consults with management and users to determine the needs and functional requirements of the system, which may include software requirements, technical requirements, system requirements or new technologies & features that may contribute to business process efficiencies. Defines user system requirements, provides user support and coordinates user acceptance testing of new tools.
  • Represents user needs in the development of functional specifications and works closely with IT to design or enhance a system to meet the business goals. Prepares and delivers business users’ system needs and writes technical documents to give other analysts and Information Technology insight into system architecture, business rules, and Integration Services.
  • Participates in the overall project planning, which includes, identifying system and process gaps and initiating changes to processes and or systems, including performing feasibility analysis, developing project scope, and providing recommendations on alternative solutions, project strategy and deliverable prioritization.
  • Participates in roll out of system and process changes. Participates in implementation, coordinating tests, and observing initiation of the system to validate performance. Works closely with teammembers, developers, testers and a variety of end users to ensure technical compatibility and user satisfaction; ensuring that budgets are adhered to and deadlines met.
  • Analyzes and communicates stakeholder needs by translating business requirements into software or reporting requirements. Designs and creates workflows for business processes to increase efficiency and effectiveness, while allowing for better management oversight of processes and enhanced reporting.
  • Specifies inputs and formatting outputs to meet users’ needs, using techniques such as sampling, model building and structured analysis to ensure the solution is efficient, cost-effective and financially feasible.
  • May develop specifications, diagrams and flowcharts for programmers to follow.
  • Administers software version control for assigned systems and oversees testing and installation of all upgrades, patches, and maintenance updates. Escalate software related issues to 3rd party vendors. Actively participates in design and testing system upgrades or conversions, security reviews and system conversions.
  • Effectively manages form libraries, troubleshoots macros, system mappings, and integration documents.
  • Applies system maintenance to data files, product descriptions, rates channels, fees channels, and related decision engines to ensure accurate system performance.
  • Administers security requirements for assigned systems and participates in security reviews/audits.
  • Configures user roles and set-up of new users; periodically audits active users for security purposes.
  • Troubleshoots hardware and/or software issues. Logs system failures, reports bugs to developers, and proactively works with 2nd level support teams (internal and external) for quick resolutions. Availability to support systems and apply upgrades, new or changed products, restoration of system performance after a mishap.
  • Provides training and user manuals to users of a new or existing system. Prepares end-user release notes and procedural documentation to support upgrades.
  • Keeps up to date with technical and industry developments.

Additional Job Functions
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

Qualifications
  • High School Diploma or GED required
  • Bachelor's Degree in a related field or equivalent years of experience required
  • 5-7 years of prior relevant experience required
  • Certified Business Analysis Professional (CBAP) preferred
Knowledge, Skills, and Abilities
  • Advanced knowledge and understanding of computer software and applications within assigned business unit used to support report development including, but not limited to SQL, SQL Server tools such as SSMS, SSRS, SSIS, and SSAS, Crystal Reports, Microsoft Office, Visio, Microsoft Project.
  • May provide training to less-experienced BU Systems Analysts.
  • Strong problem-solving and analytical skills, communication and interpersonal skills, and the ability to focus with close attention to detail
  • Understanding of credit union business lines including lending, shares, investment services, asset/liability etc.
  • Understanding of existing reporting systems such as DSS and EIS, information process flows within the credit union, month end processing and reporting cycles, security requirements and how to manage and secure reporting.
  • Knowledge/previous experience with financial and operational reporting.
  • Strong understanding of programming, database design and development, data sources and data feeds used to populate reports.
  • Must have the technical knowledge to help guide the decisions on technical specifications. Experience working with tech leads and end-users.

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

Skills Required

  • High school diploma or GED
  • Bachelor's degree in a related field or equivalent years of experience
  • 5-7 years of prior relevant experience
  • Certified Business Analysis Professional (CBAP) certification

SchoolsFirst FCU Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SchoolsFirst FCU and has not been reviewed or approved by SchoolsFirst FCU.

  • Healthcare Strength Employer-paid medical, dental, and vision coverage for employees and families is prominently featured and stands out as a core element of total rewards. Additional protections like life and disability insurance reinforce confidence in the benefits package.
  • Retirement Support A strong employer 401(k) match with clear vesting, combined with financial wellness resources, signals meaningful long-term support. Retirement offerings are positioned as a key differentiator within total compensation.
  • Leave & Time Off Breadth Generous PTO from the start, paid holidays, and options like PTO cash-out plus special leave days broaden time-off flexibility. Time-away benefits are emphasized as an important component of overall value.

SchoolsFirst FCU Insights

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The Company
HQ: Santa Ana, California
2,326 Employees

What We Do

Since our founding in 1934, we have been singularly focused on one thing: providing World-Class Personal Service and financial security to California school employees and their families. This isn't just something we say — everything we do, every decision we make, is with an unwavering commitment to serving the best interests of Members. Although we offer products and services similar to other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the "people helping people" philosophy, the principle on which credit unions were founded. We pledge ourselves to this idea through our steadfast dedication to Member service and actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs. Today, we're the largest credit union serving school employees, and the largest in California with more than 1.5 million Members and more than $36 billion in assets. Our financial stability can be attributed to one thing: continually providing our Members with World-Class Personal Service to help them better their financial lives.

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