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Truliant Federal Credit Union Logo

Business Insights Analyst

Truliant Federal Credit Union

Salary not specified
Sep 9, 2025
Winston-Salem, NC, US
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Truliant needs to improve lives by putting members first, providing great service and straightforward financial solutions. This role will partner with business leaders to analyze and anticipate business issues, establish and recommend relevant department KPIs, and conduct predictive analyses and trend analyses to make recommendations for new or modified KPIs.

Requirements

  • Must be proficient in data visualization with utilizing tools such as Power BI, Tableau, or Oracle Analytics to clearly present insights and to tell stories with graphs, charts, and dashboards to the non-technical audience.
  • Must be proficient in Excel, including Power Pivots and Query, data models, conditional formatting, advanced formulas and functions.
  • Must have working knowledge of relational database concepts.
  • Must have a technical knowledge of SQL, data models and data tools.
  • Must have experience working within a data governance framework.
  • Must have working Python knowledge for building basic predictive models and machine learning.
  • Knowledge of statistical techniques, forecasting, or machine learning used for advanced analytics is a plus.

Responsibilities

  • Partners with business leaders to proactively analyze and anticipate business issues incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes.
  • Works independently with primary and cross-functional departments, C-Suite and the Data Analytics Manager to establish and recommend relevant department KPIs that measure the effectiveness of business decisions and strategy while tightly supporting these recommendations with data.
  • Conducts predictive analyses and trend analyses to make recommendations for new or modified KPIs.
  • Uses statistical tools and methods to extract, organize, interpret, forecast and present data to identify patterns and trends using the Truliant data models, outside data, and other complex data sets.
  • Creates and deploys data models, data visualizations, and dashboards that engage a non-technical audience while adhering to the Truliant standards.
  • Collaborates with senior leaders to develop dashboards to aid in monitoring progress to goals.
  • Mines, processes, and analyzes internal and external data, business results, and member information; and develops a good understanding of the business problems and models, objectives, issues, and challenges by interacting and collaborating with the users and stakeholders.

Other

  • Must possess a curious, problem-solving mindset with the ability translate complex problems into manageable, practical, implementable, solutions.
  • Must have a data-first mindset and a strong ability to generate conclusions with data to prove or disprove assumptions and theories.
  • Must possess strong critical AND creative thinking skills to objectively analyze and evaluate problems and apply innovative perspectives and problem-solving techniques to complex data to propose well-reasoned solutions adding insights and value to the business.
  • Must possess strategic insight – The ability to independently align data analysis with broader business objectives with evidence-based insights (trends) or quantitative insights (KPI) to identify core department’s success and recommend improvements.
  • Must have proven domain knowledge of core departments and/or the financial industry in general.