Data Analyst Senior

4 days ago


Lake Mary, Florida, United States Addition Financial Full time

About Us


Addition Financial is a member-owned, not-for-profit financial cooperative that offers comprehensive financial solutions to help members achieve their financial goals. We've been on a mission to bring financial success and education to everyone since 1937.



Job Summary

We're seeking an experienced Data Analyst with a strong background in data mining and analytical skills. You will be responsible for analyzing and processing numerous reports containing large amounts of data in a timely manner.



Key Responsibilities:

  • Conduct weekly updates and analysis of Credit Card promotional balance transfers and campaigns
  • Provide weekly and monthly reports for new Credit Card accounts
  • Daily review and reconciliation of Credit Card fraudulent claim packages
  • Build, run, and maintain ad hoc/data mining reports as needed/requested by management using various tools/languages such as PowerBi, SQL, Excel VBA, etc.
  • Complete daily review and analysis of ATMs' Cash Levels
  • Review, analyze, and process the various Digital Services department vendor invoices
  • Maintain and perform profitability analysis of credit and debit card portfolios
  • Examine and report on cardholder behavioral patterns, usage trends & other statistical data
  • Analyze KPIs and provide results for our Credit cards and Debit cards Onboarding program (such as activation, utilization, penetration, digital wallet activity, etc.)
  • Forecast and place the weekly ATM cash orders for our entire ATM Fleet
  • Perform monthly ATM cash levels & residual cash analysis
  • Create and oversee various departmental statistical reports & procedures
  • Provide phone support for credit union staff
  • Assist with the review, automation, and efficiency of current reports and processes
  • Serve as a backup for multiple departmental responsibilities
  • Participate in special assignments/projects as needed
  • Perform other duties and responsibilities as assigned by management


Requirements

To be successful in this role, you'll need:



  • A four-year degree in business, accounting, or finance, or equivalent experience
  • Strong verbal and written communication skills, as well as proficient knowledge of the Microsoft Office Suite (e.g., Excel, Word, Outlook, etc.)
  • Financial Institution, SQL/PowerBi, and/or research/analytical experience are a plus

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