Financial Services Professional

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 provides comprehensive financial solutions to help its members achieve their financial goals. Our mission is to bring financial success and education to everyone, without shareholder profits driving our decisions.



Job Overview

We're looking for a skilled Data Analyst to join our team. As a Data Analyst, you will be responsible for analyzing and processing numerous reports containing large amounts of data in a timely manner. This role requires strong analytical skills, attention to detail, and effective communication.



Responsibilities:

  • Weekly update and analysis of Credit Card promotional balance transfers and campaigns
  • Monthly reporting for new Credit Card accounts
  • Daily review and reconciliation of Credit Card fraudulent claim packages
  • Building and maintaining ad hoc/data mining reports using various tools/languages
  • Daily review and analysis of ATMs' Cash Levels
  • Reviewing, analyzing, and processing vendor invoices from the Digital Services department
  • Maintaining and performing profitability analysis of credit and debit card portfolios
  • Examining and reporting on cardholder behavioral patterns, usage trends & other statistical data
  • Analyzing KPIs and providing results for our Credit cards and Debit cards Onboarding program
  • Forecasting and placing weekly ATM cash orders for our entire ATM Fleet
  • Monthly analysis of ATM cash levels & residual cash
  • Creating and overseeing various departmental statistical reports & procedures
  • Providing phone support for credit union staff
  • Assisting with reviewing, automating, and increasing efficiency of current reports and processes
  • Serving as a backup for multiple departmental responsibilities
  • Participating in special assignments/projects as needed
  • Performing other duties and responsibilities as assigned by management


Requirements

To succeed in this role, you must have:



  • A bachelor's degree in business, accounting, or finance, or equivalent experience
  • Excellent communication and analytical skills, with proficiency in Microsoft Office
  • Experience working in financial institutions, with SQL/PowerBi and research/analytics skills a bonus


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