• Transform complex business data into meaningful insights that support strategic decision-making across the Credit Union. • Partner with business leaders to develop enterprise reporting solutions and identify trends and opportunities. • Deliver data-driven recommendations to improve operational performance and enhance the member experience. • Design, develop, and maintain enterprise Tableau dashboards, executive scorecards, and performance indicator (KPI) reporting. • Analyze large volumes of financial, operational, lending, and member data to identify trends and actionable business insights. • Present analytical findings through professional visualizations and executive-level presentations that facilitate informed decision-making. • Promote best practices related to data quality, reporting standards, and documentation.

• Partner with cross-functional teams, including Marketing, Finance, Product, Sales, Medical Affairs, and Customer Success, to understand business needs and deliver actionable analyses. • Proactively explore data to identify patterns, trends, and opportunities that can drive business growth and operational improvements. • Define and manage data collection requirements across systems and functions to support consistent reporting and insight generation. • Develop, optimize, and automate data pipelines using structured query language (SQL), artificial intelligence, and modern data engineering tools to deliver timely, accurate reporting at scale. • Build and maintain robust, interactive dashboards that enable self-service reporting across go-to-market and product teams. • Identify opportunities to improve processes, reduce manual work, and drive efficiencies across the data landscape. • Translate complex data into clear, compelling visualizations and presentations for diverse audiences, including executives and external partners. • Partner with data scientists, analysts, and engineers to improve data quality, reporting accuracy, and analytical consistency across the organization.

• Extract and consolidate data from multiple systems using SQL and other data access tools. • Design and implement standardized data models across key business processes and financial metrics. • Develop and maintain dashboards and reporting (primarily in Power BI) supporting both operational and financial performance. • Translate business and FP&A needs into actionable analytics and visualizations. • Support process improvement and integration initiatives with data analysis. • Identify trends, anomalies, and root causes of operational and financial performance issues. • Establish processes to ensure data accuracy, completeness, and consistency. • Monitor and improve data quality across systems and reporting outputs.

• Accurate Data Execution: Execute accurate, highly reliable, and efficient data operations related to our high school student outreach and the National College Match. • Rigorous Attention to Detail: Meticulously review, test, and audit data work (queries, code, models, etc.) to ensure integrity and statistical validity. • Data and Process Documentation: Create, maintain, and audit documentation of QuestBridge data and data processes. • In-depth Data Understanding: Cultivate a detailed understanding of QuestBridge data to steward and connect raw datasets to increase programmatic efficiency and impact. • Tech-enabled Efficiency: Identify operational bottlenecks and proactively implement workflows, using modern technology tools to automate and increase consistency and efficiency. • Cross-functional Support: Act as a versatile analytical resource, supporting data-related operational tasks and ad-hoc requests across the organization. • Support other organizational projects, tasks, and goals as needed and as assigned. • With other QuestBridge staff, annually read and evaluate student applications for major programs and other opportunities.