Sr. Business Intelligence Analyst
Pleasanton, CA

Job Description

Overview

At Patelco our people before profits belief is deeply rooted in our purpose driven philosophy. It's this higher standard that drives us to make a difference in people's lives as every product and service is developed for the financial well-being of our members, not our bottom line. As a key contributor to the Business Intelligence team, this position partners closely with cross-functional departments including Finance, IT, Marketing and others to develop datasets, dashboards, and models that deliver meaningful insights to the business. This position will be instrumental in applying advanced analytical techniques to transform the way we look at and derive value from our data. You will be working alongside other talented people who address complex business challenges every day which has tangible impacts to the organization's success and our mission. The ideal candidate for this role has excellent analytical and time-management skills, with the ability to communicate and present information to stakeholders at all levels of the business. Your attention to detail ensures that you'll get the job done accurately while thriving in a fast-paced environment. You should apply for this position if you possess a passion for data, a drive to solve analytical questions and the initiative to develop new BI techniques that supports the organization in achieving our goals.

Responsibilities

* Responsible for identifying BI reporting opportunities when addressing business challenges through the use of statistical models and visualizations.
* Perform data exploration and analysis using all available resources such as Tableau, Alteryx, SQL, R and other BI platforms and databases.
* Identify and interpret trends and patterns in datasets to isolate drivers and business behaviors.
* Create visualizations and interactive solutions-focused reporting for enterprise distribution.
* Conduct ongoing internal review of queries and reports built by business partners to identify process improvement that will increase operational efficiency.
* Evaluate and plan activities to implement automation of data extracts and other manual activities to streamline report delivery and improve time to insight demands.
* Provide user education of BI applications to assist in ensuring easy access to data with the goal of promoting self-service and reduce reliance on technical resources to solve business needs.
* Mentor users across the organization to promote data education, technical best practices, and a data-driven culture in all aspects of the business.
* Develop BI metadata and models for ad-hoc reporting, analysis and management dashboards.

Qualifications

* Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with a high degree of attention to detail and a commitment to accuracy.
* Deep level of understanding of databases including relational and dimensional. Functions on an advanced level in multiple BI platforms, reporting systems, and tool sets.
* Experience with statistical analysis including but not limited to data normalization, identifying distributions, z-scores, confidence intervals and probability.
* Familiar with data mining techniques such as cluster analysis, decision trees, random forests or support vector machines.
* Excellent verbal and written communication skills with strong aptitude for problem solving.
* Ability to work effectively in a fast paced environment, contribute independently and within a collaborative team oriented environment using sound judgment in decision-making.
* Comfortable working under deadlines and performing multiple tasks effectively and concurrently.
* Experience in handling structured and unstructured data from internal and third-party sources.
* Aptitude to explain complex analytical concepts in a simple, easy to digest format for non-technical staff
* Bachelor's degree in Statistics, Mathematics, Computer Science or similar quantitative field of study.
* 5+ years working in business intelligence, analytics, data science or related experience.
* Highly proficient with SQL, Tableau and R or Python programing languages.
* Experience working in the financial services industry strongly preferred.

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