Marketing Data Analyst

O. C. Credit UnionSanta Ana, CA
4d$27 - $33Hybrid

About The Position

Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations.

Requirements

  • Bachelor’s degree in business Analytics, Statistics, Economics, Computer Science, or related field.
  • 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech.
  • Strong hands-on experience with SQL Server, Power BI, Excel, and Looker.
  • Familiarity with Microsoft Azure services.
  • Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV.
  • Ability to translate business requirements into actionable data insights.
  • Excellent communication and presentation skills for both technical and non-technical stakeholders
  • Organized, detail-oriented, and skilled at managing time-sensitive projects.

Nice To Haves

  • Experience with Tableau and Python a plus.
  • Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards).
  • Experience working in an Agile or fast-paced tech environment.
  • Experience with Google Analytics and Google Tag Manager (GTM) a strong plus.

Responsibilities

  • Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights.
  • Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities.
  • Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV).
  • Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker.
  • Leverage familiarity with Microsoft Azure services to support data analysis and reporting.
  • Conduct market and competitive research, focusing on financial services and Fintech trends.
  • Provide insights to support digital product launches, campaign measurement, and member engagement strategies.
  • Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance.
  • Present actionable insights and recommendations to executives and business stakeholder.

Benefits

  • Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium
  • Life insurance at no cost to employees.
  • 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
  • Vacation hours – 13 days per year and rolls over year to year, and increases with tenure
  • Sick hours – 7 days per year and rolls over year to year
  • Paid Holidays – 11 days per year plus 3 partial days
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
  • Annual discretionary bonus
  • Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.
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