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Senior Business Intelligence Data Analyst

Role overview

Qualifications

  • Bachelor's degree or commensurate experience
  • 8+ years of Data Analysis experience
  • Prior experience working within Financial Services
  • Advanced proficiency in SQL, Excel, and Python

Responsibilities

  • Serves as a strategic analytics partner to leadership
  • Designs, develops, and maintains enterprise-level KPIs, dashboards, and reporting ecosystems
  • Independently gathers, integrates, and prepares highly complex datasets
  • Conducts advanced analyses including statistical modeling and forecasting

Key facts

Other skills

  • Microsoft Excel
  • Forecasting
  • Collaboration
  • Relationship Management
  • Communication

About the company

Connexus Credit Union logo

Connexus Credit Union

Financial Services

Serving more than 445,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with over $5.2 billion in assets and more than 670 employees. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate. Our organizational values of Integrity, Respect, Synergy, Transparency, and Wellbeing, influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team. Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has already donated over $10 million to charitable organizations nationwide.At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset.We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org.

Company details

Company typeSME
IndustryFinancial Services
Company size501 - 1000

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Job description

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

  • 25 days of paid time off and 10 paid holidays

  • 16 hours of paid Volunteer Time Off

  • 401K Retirement with up to 6% employer match

  • Excellent Health, Dental, Vision insurance, including multiple plan options

  • Health Savings Account with generous employer contributions

  • Employer paid Life insurance, Short-Term and Long-Term Disability

  • Tuition Reimbursement from $4,000 - $7,000 per calendar year

  • Robust Learning and Development program that includes an annual professional development stipend

About the Role:

We are searching for a Senior Business Intelligence Data Analyst to join our Data & Insights team as a strategic partner to the business. This role delivers high‑impact analytics solutions-including dashboards, KPIs, advanced analysis, and automation-to turn complex data into clear, actionable insights. You’ll collaborate closely with stakeholders, work with large and complex datasets, communicate findings to both technical and non‑technical audiences, and support the growth and development of junior analysts.

Responsibilities:

  • Serves as a strategic analytics partner to leadership by translating business priorities into advanced analytical initiatives and solutions.

  • Designs, develops, and maintains enterprise-level KPIs, dashboards, reporting ecosystems, and analytical models that support long-term organizational goals.

  • Independently gathers, integrates, and prepares highly complex datasets from diverse internal and external sources, ensuring data quality, scalability, and consistency.        

  • Conducts advanced analyses—including statistical modeling, segmentation, forecasting, and root-cause investigations—to deliver proactive and actionable insights.

  • Leads cross-functional discovery sessions to deeply understand business challenges and define analytical requirements, often identifying opportunities before they are requested.

  • Advises stakeholders on data governance, best practices for analytics, and secure data handling, improving organizational data literacy and adoption of analytic tools.           

  • Acts as the Data & Insights representative on ePMO and strategic projects, ensuring timely, high-quality deliverables aligned with organizational priorities.

  • Drives enterprise automation and efficiency by creating reusable scripts, analytic frameworks, and automated workflows that streamline complex processes.

  • Serves as a technical and analytical mentor for Data Analysts and Associate Data Analysts, providing guidance on methodologies, quality assurance, and documentation.

  • Collaborates with data engineering and data science partners to enhance data pipelines, advise on architectural decisions, and support model development and deployment.

  • Delivers clear, compelling presentations that translate complex analytical findings into insights accessible to leadership and non-technical audiences.

  • Ensures full compliance with all Federal Regulations as they pertain to job duties, including BSA.

Position Requirements:

  • This position is Remote.

  • Bachelor's degree or commensurate experience is Required.

  • 8+ years of Data Analysis experience is Required.

  • Prior experience working within Financial Services (such as Banking or Credit Unions) is Required.

  • Relationship management experience with financial lines of business & data visualization is Required.

  • Advanced proficiency in SQL, Excel, and Python, including experience with automation, performance tuning, and statistical libraries is Required.

  • Experience optimizing queries and workflows in centralized data warehouses (e.g., Snowflake, Data Bricks, etc.) is Required.

  • Experience creating polished dashboards and visualizations in Power BI is Required.

  • Microsoft Certified: Power BI Data Analyst Associate.

Connexus Credit Union's Employer Recognitions:

  • 2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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