Principal Business Intelligence Analyst – Lending

• Translate complex data into clear insights, analytical narratives, actionable recommendations, and innovative solutions
• Collect, aggregate, and analyze structured and unstructured data from internal and external sources
• Develop, maintain, and manage advanced reporting, dashboards, and business intelligence solutions
• Identify and interpret trends and patterns; prepare reports and data visualizations such as charts, dashboards, and heat maps
• Produce KPI reports, identify operational improvement areas, and perform root cause analysis
• Use analytics and metrics to improve processes and forecast costs, risks, and profits for new initiatives
• Connect data components and address data gaps for visualizations
• Communicate findings to stakeholders and recommend business strategies
• Provide reporting solutions and respond to ad hoc report requests across business areas
• Create report and analysis specifications based on business needs and available data
• Assist with developing and enhancing practices, procedures, and instructions
• Collaborate with team members, subject matter experts, leaders, and senior management on complex issues
• Lead medium- to large-scale projects and initiatives
• Mentor lower-level staff on analytical methods, result interpretation, business implications, and work-product quality
• Manage a dashboard portfolio, monitor usage and performance, and recommend enhancements
• Anticipate business needs and identify opportunities for analytics to improve decision-making and business performance
• Connect analytical findings to business objectives and strategic priorities
• Share knowledge and expertise to strengthen team capabilities and analytical quality

• 7+ years of experience in data analysis and reporting
• Ability to synthesize complex data from multiple resources into meaningful insights, business narratives, and actionable recommendations
• Subject matter expertise within a business area or specialization
• Expert proficiency with business intelligence applications and/or cloud services
• Expert knowledge of ERP, CRM, and/or database vendor reporting capabilities
• Expert proficiency in statistical methods, mathematical techniques, forecasting, and cost-benefit analysis
• Advanced proficiency with data analysis tools and programming languages such as Python and R
• Expert knowledge of reporting and dashboarding best practices, data research, and root cause analysis techniques
• Proven leadership and stakeholder management skills with ability to influence executive decision-makers
• Expert knowledge of data integration, cleaning, and validation techniques
• Advanced data, business, reporting, dashboarding, root cause analysis, and needs assessment research skills
• Bachelor's degree in Business Administration, Statistics, or a related field, or equivalent combination of education, training, and experience (desired qualification)
• Experience analyzing trends from Bureau data such as Ignite or Ascend and digital customer experience data (desired)
• Experience with Voice of The Member analysis (desired)
• Monday–Friday availability, 8:00 AM–4:30 PM

Demonstrates expert proficiency in data analysis, reporting, and business intelligence solutions, with a strong ability to synthesize complex data into actionable insights and recommendations. Proven leadership in managing projects and mentoring teams while effectively communicating findings to stakeholders.

• Data Analysis
• Business Intelligence Applications
• Statistical Methods
• Python Programming
• Stakeholder Management

• Data Visualization
• Root Cause Analysis
• KPI Reporting
• Data Integration
• Forecasting
• Cost-Benefit Analysis
• Data Cleaning
• Dashboard Management
• Needs Assessment Research
• Analytical Methods

• Communication
• Leadership
• Mentoring
• Collaboration
• Influencing

• Data Trends
• Digital Customer Experience
• Voice of The Member Analysis
• Bureau Data
• Business Administration

• ERP Systems
• CRM Systems
• Business Intelligence Tools
• Cloud Services
• Data Analysis Tools