SAFE Credit Union | Business Intelligence & Reporting Manager | Folsom, CA | United States | BigDataKB.com | 13 Oct 2022

Job Location: Folsom, CA

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Oversee the Credit Union’s business intelligence activities, as well as participate and provide leadership support and guidance in implementing data analytics and data governance initiatives.
• Direct and coordinate the planning, organization, control, and development of business intelligence, analytics, reporting, and data integration impacting reporting and analyses.
• Serve as the Finance lead in the implementation and rollout of the Credit Union’s data warehouse solution.
• Partner with and provide leadership to all business lines to establish, review, and validate financial reporting standards and processes.
• Provide leadership to the Business Analysts; develop a highly functional team through coaching, goal setting, and a commitment to employee growth and development.
• Partner with Data Engineering and Management to identify and implement software and systems that best fulfill SAFE’s report creation and analytic needs.
• Review and provide feedback on all data ingestion and integration projects.
• Support the implementation of reporting governance controls around all financial and operational reporting.
• Use creative problem-solving to research and help implement the automation the collection and analysis from available data sources in order to deliver actionable output/reports.
• Understand and be able to communicate the overall data ecosystem of SAFE.
• Participate in, coordinate, and provide leadership to govern and set policy and standards regarding the use of data and analytics in the organization, including how data is organized and structured in the Credit Union’s data repositories and ensuring data is consistently accurate.
• Apply reporting best practices; play a critical role in building a data-driven culture throughout the entire organization.
• Provide guidance on the execution of data delivery strategies, including strategies for data delivery, reporting tools, self-service capabilities, etc.
• Ensure compliance and full use of SAFE’s data dictionary tool.
• Manage the ServicePro reporting requests.
• Work with business partners to develop practices for evolving SAFE’s data delivery function, using capabilities like cubes and data mining techniques.
• Work closely with product managers, lines of business, digital banking, marketing, and information technology (IT) groups, to determine/understand data needs and to develop a channel analytics environment that ensures results are easily accessible and interpreted to satisfy business requirements.
• Perform other duties, as assigned.

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SUPERVISORY RESPONSIBILITIES*
Position is responsible for the overall direction, coordination, and evaluation of this team. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
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QUALIFICATIONS*
Education/Certification:
Bachelor’s degree (B.A.) in Accounting, Finance, IT, Business Administration or Mathematics and a minimum of 8 years of related experience. Eight or more years working in a multi-disciplined role that requires both knowledge of financial reporting concepts (GAAP, DCF, Allowance), and data structures and methods (T-SQL, PL/SQL, Python, DAX/MDX, ETL process, etc.) Five years of experience delivering financial reporting using multiple platforms (Power BI, SSRS, Excel, Tableau, etc.).
Required Knowledge: **
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.
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:

• Ability to successfully manage and prioritize competing demands in a fast-paced environment.
• Ability to work with all levels within an organization.
• Ability to think critically and strategically, as well as be a “hands on” leader when needed.
• Superior problem-solving, data, presentation, and analytical skills.
• Advanced Excel skills required. PowerPivot and PowerQuery software skills preferred.
• Experience with complex SQL joins, views, stored procedures, and other relational database concepts.
• Ability to quickly learn financial software applications, as well as various types financial and operational data across multiple lines of business.
• Knowledge of star schema and schema
• Microsoft Power BI, SSIS, Analysis Services / tabular data modeling
• Intermediate data visualization software skills using BI tools a plus.
• Experience in developing policies, procedures, and processes that ensure efficiency and accuracy.
• Appropriately handles sensitive and confidential information.
• Microsoft Azure, NoSQL, and Snowflake experience a plus.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY*
LANGUAGE 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.

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PHYSICAL DEMANDS AND WORK ENVIRONMENT*
The 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.

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INTENT AND FUNCTION OF JOB DESCRIPTIONS*
This 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.

Job Type: Full-time

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