Company Detail
CU Rise Analytics Pvt. Ltd. is a wholly owned subsidiary of Trellance, Inc. CU Rise Analytics is an offshore development centre of Trellance Inc., working collaboratively to offer comprehensive solutions for data analytics, technology and talent to allow our credit union clients to provide high quality service to their members and remain competitive. Our core expertise lies in data science and technology, encompassing data analytics, predictive modelling, business intelligence, and technology services.
Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. Its companies – consisting of Rise Analytics, ProBridge, Optiri and CUDX – provide innovative technology solutions for credit unions to increase efficiency, manage risk and improve the member experience. Trellance’s mission is to make sure credit unions have access to the tools and resources they need to grow, enhance member value and remain competitive in a rapidly evolving financial landscape.
Summary:
As a Data Analyst at Trellance, you will play an essential role in supporting financial institutions by analysing data, creating reports, and developing dashboards and visualizations to provide actionable insights. You will work closely with senior analysts and other stakeholders to contribute to the success of credit unions through data-driven decisions. This is an excellent opportunity if you’re looking to kickstart your career in data analysis, especially within the financial sector.
Key Responsibilities:
Data Extraction and Cleaning:
- Extract and consolidate data from various sources, (Snowflake, SQL, or similar databases), spreadsheets, and external APIs.
- Clean and preprocess data to ensure accuracy and consistency.
Data Analysis:
- Analyse credit union data to identify growth, trends, patterns, anomalies, and actionable insights suitable for management and specific departments (like Finance, Marketing, Retail, Operations and Lending)
- Perform statistical analysis to draw actionable insights.
- Data sourcing and transformation of unstructured data into insightful data for reporting and project needs
Dashboard Development & Reporting:
- Develop and create interactive and visually appealing dashboards using PowerBI or Tableau.
- Customize dashboards to analyse business insights to meet the specific reporting needs of credit union management.
- Create and maintain interactive dashboards and versioning using PowerBI or Tableau to visualize data and KPIs.
- Generate regular and ad-hoc dashboard to track key performance indicators (KPIs) related to financial, marketing, operations, lending, and membership metrics.
- Present findings to credit union management in a clear and understandable manner.
Python Coding (Optional):
- Write and maintain Python code for data analysis, automation, and scripting tasks.
- Develop and maintain data pipelines for efficient data processing.
Qualifications:
- Bachelor’s degree in computer science, Statistics, Finance, Business, or a related field.
- Data Analyst experience of 2-3 years, preferably with financial institution
- Knowledge of SQL programming and database management.
- Knowledge of data visualization tools like PowerBI or Tableau.
- Strong analytical and problem-solving skills.
- Good communication skills with the ability to work independently and as part of a team.
- Attention to detail and a willingness to learn.
Skills Required:
Must-Have:
- SQL
- PowerBI or Tableau
Preferred / Nice to have:
- Statistics
- Python
- Data warehousing concepts
- Snowflake (or equivalent) knowledge
Skills Required
- Bachelor’s degree in computer science, statistics, finance, business, or a related field
- 2–3 years of data analyst experience, preferably with a financial institution
- Knowledge of SQL programming and database management
- Knowledge of Power BI or Tableau
- Strong analytical and problem-solving skills
- Good communication skills and ability to work independently and collaboratively
- Attention to detail and willingness to learn
- Statistics knowledge
- Python knowledge
- Data warehousing concepts
- Snowflake or equivalent knowledge
What We Do
Trellance is a leading provider of business analytics and talent services for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, staff augmentation and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to the next frontiers of fintech, filled with powerful tools such as artificial intelligence and machine learning. Data In. Insights out. Learn more at Trellance.com.
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