Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The Business Insights Analyst combines business understanding with advanced data analytical skills. They proactively extract meaningful insights from data and clearly communicate findings to drive informed, strategic business decisions. They are detail-oriented, agile, and highly focused on delivering value and data-driven actionable insights that align with the organization’s overall goals.
Essential Functions and 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.
- Serves as the data expert for assigned lines of businesses within the organization.
- Ensures delivered analyses meet the needs of the end user by providing data that is accurate, timely relevant, and presented in a meaningful, non-technical way.
- Performs ad-hoc data requests and ah-hoc analyses.
- Performs analyses to assess the quality and meaning of data; makes recommendations for data quality and data enrichment.
- Interacts regularly with C-Suite providing clear, non-technical presentations on recommendations and findings.
- Collaborate closely and provide necessary guidance to developers in order to implement requirements.
Other Duties and Responsibilities
- Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
- 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.
- Must have a consultant’s mindset, a combination of technical, analytical, and interpersonal skills, to bridge the gap between business needs and technology solutions.
- Must have proven ability to be flexible and take initiative as required or directed by the Data Analytics Manager.
- 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 excellent communication skills in English, both verbal and written, to help distill complex data into clear, accessible language making it understandable across multiple departments.
- Must possess excellent organizational, communication, critical and logical thinking skills.
- Must be able to think deeply to proactively uncover issues/problems beyond the apparent question/report.
- Must be open to and seek feedback on analyses to uncover insights from different perspectives.
- Must have excellent interpersonal skills with the ability to get along with diverse personalities in a tactful, mature, flexible, and compassionate manner.
- Must have excellent attention to detail in recognizing anomalies and errors in data and to act on them.
- Must be able to set deadlines and complete all assignments with minimal supervision.
- 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.
- Knowledge of R is a plus.
Physical Requirements
- Occasional standing, walking, bending, and stooping required.
- Must be able to sit at a desk for long periods of time and use a computer.
- Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Education and Background
- Bachelor’s Degree in Business Analytics, Data Science, Economics and Finance, Statistics, or Computer Science required.
- Master’s Degree in Business Analytics, Data Science or Business Administration preferred.
- Professional Certifications such as Certified Business Analyst Professional (CBAP), Microsoft Certified Data Analyst Associate, Certified Analytics Professional (CAP), or SQL Certifications that demonstrate proficiency in SQL and querying techniques preferred.
- Must have 3-5 years of full-time, hands-on analyst experience.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account