{"id":1377970,"url":"https://alion.io/job/uw-credit-union-finance-data-analyst","title":"Finance Data Analyst","company":{"id":1807624,"name":"UW Credit Union","domain":"uwcu.org","url":"https://alion.io/company/uwcu","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Analytics","role_family":"Analytics","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Madison, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":59000,"max_usd":109000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1106},"experience_years_min":2,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"dbt","optional":false},{"name":"SQL","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-09-28T07:19:31Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-11-01T05:51:17Z","board_verified":true,"closed_at":null,"days_open":34,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":34},"description":"Overview\nUW Credit Union’s Finance Department is seeking a Data Analyst who is passionate about turning data into actionable insights that drive growth and innovation.\nOur business is growing, and data is at the heart of every decision we make. As a Finance Data Analyst, you’ll play a critical role in shaping strategies that improve member experiences, streamline operations, and support our mission of financial empowerment.\n**This position requires you to be onsite in Madison, WI working from the office 3 days per week. No relocation assistance will be provided.**\nResponsibilities\nSolution Development\nProficiency in using advanced data analysis and visualization tools, ability to integrate data insights into business processes. Participate in the creation of new frameworks and data driven solutions.\nAbility to work with complex data sets, identify trends and patterns, and make data-driven recommendations.\nUnderstands JOIN and aggregates in SQL. Able to build basic data pipelines using dbt. Creates complex visualizations in Tableau.\nValidate all work through reasonability checks, comparisons to historical results and benchmarks, end user validation processes, and other processes established by the team.\nComplete all documentation of data structures, measures, metadata, assumptions, models, reports and analyses, client-focused training materials, and other documentation as required.\nProvide peer review of colleagues' coding, results, analyses, and other deliverables.\nMaintain and update existing reports and tools based on changes in strategic priorities, the external environment, underlying software, data structure changes or end-use workflows.\nProject Coordination / Business Analysis\nCollaborates with business partners to define problems and suggests initial data-driven solutions.\nThorough understanding of the business domain. Ability to take business problems and identify impactful ways to address them using data.\nWork with business units to understand data needs, refine Use Case criteria, identify appropriate data sources and profile data to ensure appropriateness.\nProvide relevant and appropriate consultation to analytics clients including oral and written presentations at meetings or to leadership.\nProactively develop and maintain working knowledge of organizational structure, core leaders, decision makers, relationships with other areas and the market. Apply knowledge of organization to help optimize the efficiency and success of client engagements.\nForecast workload volume to ensure availability to meet demands and establish priority guidelines and negotiate timelines with partners.\nPersonal Development\nActively collaborates with colleagues by contributing experience and insight. Leads knowledge-sharing sessions with junior analysts.\nBuild relationships with peers, such as domain experts, to better understand the business mechanics that generated the data.\nDisplay drive and curiosity to understand business process to its core.\nRemain current on advancements in analytic technologies.\nOther Duties\nProvide business partners and staff with technical assistance for business intelligence tools.\nParticipate in new vendor evaluations.\nEnsure active usage of vendor provided resources, including technical support, education, compliance, reporting, and user groups.\nMaintain professional rapport with vendor contacts to facilitate progress with problem resolution and new product enhancements.\nPerform all other duties as assigned.\nQualifications\nEducation & Experience:\nBachelor’s degree in Information Systems, Computer Science, Data Science, business or related field required or equivalent work experience.\n2-3 years of data analysis or analytics experience in two or more of the following required:Code development using SQL\nPerformance measure development\nOrganization, analysis, and modeling of multiple data sources\nDevelopment of data visualizations, dashboards, KPI’s, etc.\nTableau development\n\n2-3 years of experience with hands on database querying experience required.\nExperience in financial services industry preferred.\nSkills:\nAdvanced verbal and written communication skills.\nAdvanced presentation skills, including how to use storytelling to drive action.\nAdvance interpersonal skills, ability to effectively collaborate with others and work as part of a team.\nAbility to initiate and follow through on complex projects of both short- and long-term durations.\nAdvanced organization and time management skills.\nAdvanced analytical, critical thinking, and problem-solving skills.\nAble to work with a large degree of independence, assumes responsibility for job development and training, researches and resolves questions and problems, requests leadership input and keeps leadership informed.\nAdvanced skills in creating, designing, and developing interactive dashboards and visualizations.\nAdvanced ability to interpret business needs and translate into actionable analytic deliverables.\nMust be able to work in a diverse, collaborative team environment.\nMust be self-driven, curious, and creative.\nDemonstrated attention to detail.\nDemonstrated ability to manage multiple tasks and meet deadlines.\nWorking at UW Credit Union\nWhy work for UW Credit Union?\nJoin one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:\n21.5 days of annual time off (accrued per pay period)\n2 weeks paid caregiver leave\n2.5 weeks paid new child parental leave\n2 days paid volunteer time\n10 paid holidays (including your birthday!)\n401k company match of up to 5%, plus approximately 4% discretionary match\nVariable bonus reward\nCompetitive Medical, Dental, and Vision plans, including domestic partner eligibility\nEmployee Assistance Program\nAnd more!\nAll employees must possess valid work authorization to work for UWCU on the date of hire. 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