Sr Analyst

J  o  b    D  e  s  c  r  i  p  t  i  o  n

THE DETAILS

Job Code:

12030

Grade:

25S

Status:

Exempt

POSITION AND PURPOSE

The Sr Analyst provides advanced analytical and business intelligence support to leaders and business partners across Golden 1 Credit Union. Operating as a senior individual contributor, this role transforms complex and disparate data into actionable insights that optimize strategic, operational, and risk‑related decision‑making.

Working closely with cross‑functional teams and leadership, the Sr Analyst leads highly complex analyses that directly impact enterprise priorities and corporate strategy. The role functions as a thought leader and technical expert within the analytics function, requiring strong critical thinking, advanced analytical skills, and the ability to communicate insights clearly to executive and non‑technical audiences.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You translate complex, raw, and disparate data into clear, actionable insights that inform strategic and operational decision making across the Credit Union.

You are senior level analytics thought leader and technical expert who partners effectively with leadership and cross functional teams to deliver high impact, data driven solutions.

You apply strong analytical judgment, advanced technical skills, and clear communication to lead complex analytics initiatives, mentor others, and drive continuous improvement through scalable data solutions.

THE WORK

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Advanced Analytics & Business Intelligence

• Lead end‑to‑end analytics initiatives, including scoping work, triaging analytic requests, and delivering scalable analytical solutions.
• Gather, prepare, and analyze complex data to identify trends, summarize patterns, and deliver data‑driven recommendations that drive enterprise strategy.
• Develop robust, executive‑level dashboards, visualizations, and analytical reporting to communicate performance, risk, trends, and opportunities.

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Analytics Solution Development

• Partner with product managers, data engineers, and analysts to design and execute experiments, pilots, and minimum viable products (MVPs) aligned to defined business use cases.
• Contribute to the development and institutionalization of repeatable, scalable analytics and business intelligence frameworks.
• Establish and promote analytics best practices, including standards for methodology, documentation, quality controls, and reporting consistency.

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Strategic Partnership & Insight Delivery

• Proactively assess business needs and recommend research and analytics initiatives that deliver measurable value and strategic insight.
• Prepare and deliver recurring and ad hoc analysis, reporting, and presentations for management decision support, committee review, and enterprise information requests.
• Translate complex analytical findings into clear data stories tailored to technical and executive audiences.

•

Quality, Governance & Risk Awareness

• Maintain strong quality controls by reviewing and supporting sign‑off of reporting and analysis prior to release to business partners.
• Ensure analytics work products and processes comply with applicable standards, policies, regulations, and systems of internal control.
• Monitor and maintain awareness of current and emerging economic conditions and internal/external factors that may influence performance, risk, and strategy.

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Technical Leadership & Development

• Serve as a subject matter and technical expert within the analytics team and for business partners.
• Mentor and coach junior analysts by strengthening technical capability, analytical problem‑solving, and business acumen.
• Support team and department leadership on complex projects and initiatives as needed.

QUALIFICATIONS

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Bachelor’s Degree in a quantitative or analytical fields (e.g., Accounting, Mathematics, Business Administration, Information Technology, Data Analytics, or similar). required or

•

Equivalent relevant experience may be substituted in lieu of a degree.

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8+ years f progressive analytical, business intelligence, or data analytics experience required

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Experience with data visualization and reporting tools (e.g., Power BI, Tableau) required

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Experience working within credit union operations or similarly regulated financial environments strongly preferred

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Fluency with statistical and data manipulation tools such as SAS, R, SQL and/or Python.

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Advanced Microsoft Excel (formulas, pivot tables, dashboards, automation; basic macros)

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Demonstrated proficiency in data architecture, data warehousing, and business intelligence.

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Microsoft Office Suite

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Power BI (dataset development, DAX, executive dashboards)

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SAS Enterprise Guide (data manipulation, transformation, aggregation)

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Python and/or R (quantitative analysis and modeling)

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Machine learning and data modeling (working knowledge)

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non required

ORGANIZATIONAL CONTACTS AND RELATIONSHIPS

INTERNAL:

All levels of staff and management

EXTERNAL:

Vendors, other financial institutions, business partners and industry peers.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

DECLARATION/ACKNOWLEDGEMENT

This job description outlines the essential functions and physical/mental requirements necessary to perform this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.