Analyzes data from multiple sources to identify trends, develop member segmentation and lifecycle models, support competitive analysis, and recommend strategies for improving member participation and financial products. Builds reports, dashboards, and data-driven tools for leaders and staff, collaborates with stakeholders, trains power users, and provides ongoing analytical support using SQL, R or Python, ETL, data modeling, and business intelligence tools.

Leads advanced business intelligence and analytics initiatives, translating complex business needs into scalable enterprise solutions. Performs forecasting, scenario analysis, data preparation, validation, and troubleshooting using SQL, Python, and BI tools. Advises business leaders, defines requirements, supports data modeling and governance, improves self-service analytics, mentors analysts, and promotes data literacy. The role drives analytics maturity, data quality, process improvements, and strategic decision-making across the credit union.