vp/business intelligence

Community Financial Credit UnionPlymouth, MI
Hybrid

About The Position

Our Purpose To create joy and ignite Michiganders’ Impossible Dreams. Shared Commitments At orsa, our commitments start with our purpose and are guided by our vibrantly lived values . We walk together toward strategic ends, galvanized by regenerative leadership and a growth orientation which moves us toward our human potential, so that we can support Michiganders in shaping the life they desire. Role Purpose The vp/impact intelligence leads the business intelligence team within the technology center of excellence, serving as the credit union's senior data strategist and the enterprise authority on analytics, insight delivery, and data governance. This role owns the organizational data strategy end-to-end - defining how data is captured, governed, analyzed, and consumed to drive performance, growth, and member experience. The vp/business intelligence is a visible leader beyond the department: presenting to the Board of Directors and ALCO, advising executive leadership with data-driven insight, and shaping how the credit union uses data as a strategic asset. This individual partners closely with the AI team within the technology center of excellence to deliver integrated, cross-functional outcomes and builds a culture of data literacy, storytelling, and evidence-based decision-making at every level of the organization. Primary Responsibilities As an impact-driven team, our work is collaborative and dynamic. This role, like all positions at orsa, will be counted on to perform a variety of tasks associated with its purpose and as directed by leadership. Some of the core deliverables of this role are: Role-Specific Contributions Own and drive the enterprise data strategy, ensuring it is tightly aligned with organizational goals and serves as a measurable lever for business performance, member experience, and growth. Proactively identify opportunities to leverage data as a strategic differentiator - informing product design, member segmentation, pricing, risk management, and operational efficiency. Own the strategic direction for predictive modeling and advanced analytics, partnering with the leadership and AI team on execution and integration. Data Governance & Strategy Lead the development, implementation, and ongoing evolution of data governance policies, data quality standards, and procedures in partnership with executive leadership, lines of business, and key stakeholders. Serve as the enterprise authority and primary liaison between lines of business, IT, and end-users on data governance, data management, and analytics strategy. Maintain accountability for the accuracy, integrity, and trustworthiness of analytical outputs across the impact intelligence function, ensuring data quality is embedded as a cultural and operational standard. Analytics & Insights Delivery Direct and prioritize analysis of financial, operational, member, competitor, and economic data - including pricing, channel usage, product penetration, member demographics, market segmentation, ROI, risk management, loan origination, credit performance, collections, and profitability. Define the measurement framework for the organization - leading the development and publication of dashboards, KPIs, recurring reports, and ad-hoc analyses that provide timely, relevant decision support to stakeholders at all levels. Monitor data trends, proactively surface insights, and alert stakeholders to meaningful shifts in performance or member behavior. Present data-driven insights, performance trends, and strategic recommendations to the Board of Directors, ALCO, and executive leadership on a recurring and ad-hoc basis. Technology & Platform Oversight Oversee the credit union's business intelligence and data analytics platforms, including Arkatechture and supporting visualization and reporting tools, ensuring secure collection, processing, storage, and delivery of data. Manage vendor relationships for BI and data analytics platforms, including Arkatechture, ensuring contract alignment, roadmap coordination, and delivery against organizational needs. Define and manage the enterprise tooling strategy for how data is accessed, analyzed, and consumed across the organization, enabling self-service analytics where appropriate. Strategic Advisory & Organizational Enablement Serve as a strategic advisor to senior leadership on how data and analytics can address emerging business challenges, competitive dynamics, and growth opportunities, monitoring macroeconomic, competitive, and industry data to contextualize credit union performance. Leverage AI and automation tools to enhance analytics workflows, accelerate insight delivery, and evaluate emerging technologies that advance the credit union's data maturity. Drive organizational data literacy as a strategic initiative, designing education and training programs and maintaining documentation, training materials, and a data definition glossary to ensure consistent understanding across the credit union. Champion data storytelling - ensuring analytical findings are delivered as compelling, accessible narratives that drive action and organizational understanding at every level, including the board and executive team. Set the talent strategy for the II function - attracting, retaining, and developing talent that elevates the team's analytical, technical, and storytelling capabilities over time. Prepare and manage the annual budget for the impact intelligence team and collaborate with technology center of excellence peers to identify cross-functional opportunities and deliver integrated solutions. Define the framework for how business and user requirements are gathered, validated, and prioritized, ensuring analytics outputs are aligned with strategic objectives and stakeholder needs. Perform other duties as directed by leadership.

Requirements

  • Bachelor's degree in a related field (e.g., business analytics, data science, information systems, finance) or equivalent experience.
  • 10 years of progressive data analytics or business intelligence experience.
  • 3 years of financial institution experience.
  • Systems thinking, pattern recognition, scenario planning and learning agility
  • Empathy, emotional intelligence, psychological safety, inclusive leadership, purpose-drive motivation
  • Horizon planning, breakthrough thinking, calculated risk taking, experimentation mindset
  • Decisive action despite uncertainty, agile implementation, resource flexibility, change leadership
  • Digital acumen, data literacy, ecosystem thinking, ethical technology use
  • Developing data governance frameworks to ensure data security, compliance, accuracy, and consistency across the enterprise.
  • Demonstrating deep knowledge of BI tools, SQL, data warehousing, and modern data analytics and data visualization technologies.
  • Ability to translate complex analytical results into actionable insights and strategic recommendations for executive leadership.
  • Ability to align impact intelligence goals with organizational objectives, managing data as a strategic asset.

Responsibilities

  • Own and drive the enterprise data strategy, ensuring it is tightly aligned with organizational goals and serves as a measurable lever for business performance, member experience, and growth.
  • Proactively identify opportunities to leverage data as a strategic differentiator - informing product design, member segmentation, pricing, risk management, and operational efficiency.
  • Own the strategic direction for predictive modeling and advanced analytics, partnering with the leadership and AI team on execution and integration.
  • Lead the development, implementation, and ongoing evolution of data governance policies, data quality standards, and procedures in partnership with executive leadership, lines of business, and key stakeholders.
  • Serve as the enterprise authority and primary liaison between lines of business, IT, and end-users on data governance, data management, and analytics strategy.
  • Maintain accountability for the accuracy, integrity, and trustworthiness of analytical outputs across the impact intelligence function, ensuring data quality is embedded as a cultural and operational standard.
  • Direct and prioritize analysis of financial, operational, member, competitor, and economic data - including pricing, channel usage, product penetration, member demographics, market segmentation, ROI, risk management, loan origination, credit performance, collections, and profitability.
  • Define the measurement framework for the organization - leading the development and publication of dashboards, KPIs, recurring reports, and ad-hoc analyses that provide timely, relevant decision support to stakeholders at all levels.
  • Monitor data trends, proactively surface insights, and alert stakeholders to meaningful shifts in performance or member behavior.
  • Present data-driven insights, performance trends, and strategic recommendations to the Board of Directors, ALCO, and executive leadership on a recurring and ad-hoc basis.
  • Oversee the credit union's business intelligence and data analytics platforms, including Arkatechture and supporting visualization and reporting tools, ensuring secure collection, processing, storage, and delivery of data.
  • Manage vendor relationships for BI and data analytics platforms, including Arkatechture, ensuring contract alignment, roadmap coordination, and delivery against organizational needs.
  • Define and manage the enterprise tooling strategy for how data is accessed, analyzed, and consumed across the organization, enabling self-service analytics where appropriate.
  • Serve as a strategic advisor to senior leadership on how data and analytics can address emerging business challenges, competitive dynamics, and growth opportunities, monitoring macroeconomic, competitive, and industry data to contextualize credit union performance.
  • Leverage AI and automation tools to enhance analytics workflows, accelerate insight delivery, and evaluate emerging technologies that advance the credit union's data maturity.
  • Drive organizational data literacy as a strategic initiative, designing education and training programs and maintaining documentation, training materials, and a data definition glossary to ensure consistent understanding across the credit union.
  • Champion data storytelling - ensuring analytical findings are delivered as compelling, accessible narratives that drive action and organizational understanding at every level, including the board and executive team.
  • Set the talent strategy for the II function - attracting, retaining, and developing talent that elevates the team's analytical, technical, and storytelling capabilities over time.
  • Prepare and manage the annual budget for the impact intelligence team and collaborate with technology center of excellence peers to identify cross-functional opportunities and deliver integrated solutions.
  • Define the framework for how business and user requirements are gathered, validated, and prioritized, ensuring analytics outputs are aligned with strategic objectives and stakeholder needs.
  • Perform other duties as directed by leadership.

Benefits

  • Comprehensive medical, dental, and vision plans
  • Generous paid time off package for all full-time team members
  • Up to 12-weeks paid paternity/maternity leave
  • Lifestyle Accounts to help with your personal wellbeing
  • Family Health Benefits
  • Paid time off to observe all Federal Holidays
  • Flexible work options depending on position
  • A generous 401k match
  • Numerous employee engagement activities
  • Community Resource Groups
  • Paid time off for occasions such as volunteering, caregiving, and family events
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