Business Intelligence Specialist-Card Analytics

SECU • Raleigh, NC

4d • Onsite

About The Position

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! This role involves using data warehousing and business intelligence tools to source, transform, analyze, and provide access to data to assist management in strategic decision making. The specialist will design, document, and implement dashboards, KPIs, reports, and thresholds to monitor key performance indicators, provide insights, and identify notable trends. Collaboration with management is key to establish objectives, standards, and strategies for delivering updates and changes to reporting and analytical procedures. The role also focuses on identifying and isolating emerging trends to assist in making internal data-driven decisions and effectively testing hypotheses while communicating results to internal stakeholders. Monitoring, evaluating, and reporting on results from marketing campaigns and other acquisition or usage initiatives is also a core responsibility.

Requirements

• Bachelor’s degree with a minimum of 2 years of experience in data analytics, OR an Associate’s degree with a minimum of 5 years of analytics experience.
• Strong proficiency in SQL for writing complex queries, joining large datasets, and optimizing data retrieval.
• Hands-on experience building, publishing, and maintaining enterprise-level dashboards using Power BI or Tableau.
• Strong critical thinking and financial analysis skills, with the ability to translate complex datasets into concise, actionable business recommendations.
• Advanced proficiency in Microsoft Office applications (particularly Excel for financial modeling).
• Experience applying statistical methods, mathematical techniques, forecasting, and cost-benefit analyses using industry tools (such as JMP, SPSS, or SAS)
• Experience managing multiple priorities independently and/or in a team environment to achieve goals.
• Strong and effective communication skills, both written and verbal.
• Skilled at presenting findings and conclusions clearly and concisely.
• Must be able to comprehend and carry out verbal and written instructions.
• Job requires a substantial amount of sitting.
• Must use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
• Must use hands and fingers to press telephone keypad and lift telephone receiver.
• Must be able to comprehend phone calls.
• Must be able to lift 5 pounds.

Nice To Haves

• Experience in the financial services industry is strongly preferred.
• Technical knowledge and understanding of the debit and credit card infrastructure and payments landscape preferred.
• Experience working with third-party analytics tools and cloud data warehouses (such as Alteryx, and Snowflake).
• Basic familiarity with Python or R for automating data workflows and statistical analysis.
• Understanding of ETL/ELT processes and data modeling best practices.

Responsibilities

• Use data warehousing and business intelligence tools to source, transform, analyze, and provide access to data to assist management in strategic decision making.
• Design, document, and implement dashboards, KPIs, reports, and thresholds to monitor key performance indicators, provide insights, and identify notable trends.
• Collaborate with management to establish objectives, standards, and strategies for delivering updates and changes to reporting and analytical procedures.
• Identify and isolate emerging trends that will assist in making internal data driven decisions.
• Effectively test hypotheses and communicate results to internal stakeholders.
• Monitor, evaluate, and report on results from marketing campaigns and other acquisition or usage initiatives.
• Use knowledge & experience with analytics tools and techniques
• Assess data sources and coordinate with other teams for required data sets
• Develop Analytics Dashboards & Reporting
• Accept business requirements & development data analytics views
• Manage AD HOC & Scheduled Reporting based on business requirements
• Support Card Strategy requests on product development AD HOC data requests from business cases / UAT and production issues
• Support Card Operations requests on operations AD HOC data requests / UAT and production issues
• Support Card Compliance requests on compliance development AD HOC data requests from compliance concerns / research

Benefits

• equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree