Senior Marketing & Data Analyst
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Summary
A hybrid senior analyst role on the Business Intelligence team of an Indianapolis credit union, analyzing member data to guide marketing segmentation, campaign analysis, and growth strategy. Day-to-day work centers on building recurring dashboards and reports in Power BI and Excel, with SQL and member-intelligence platforms like Rise Analytics, Segmint, and SavvyMoney.
POSITION TITLE: Senior Marketing & Data Analyst
DEPARTMENT: Business Intelligence
POSITION REPORTS TO: VP, Marketing & Analytics
POSITIONS SUPERVISED: N/A
FLSA: Full-Time/Exempt (Salary)
POSITION GRADE: 13
DEPARTMENT: Business Intelligence
POSITION REPORTS TO: VP, Marketing & Analytics
POSITIONS SUPERVISED: N/A
FLSA: Full-Time/Exempt (Salary)
POSITION GRADE: 13
WORK TYPE: Hybrid, 7101 East 56th Street, Indianapolis, IN, 46226
Every Member Has a Story. Help Us Understand What Comes Next.
Every Member Has a Story. Help Us Understand What Comes Next.
At Financial Center, we believe financial wellness is about more than numbers. It's about understanding people, anticipating their needs, and creating meaningful experiences that help them achieve their goals with confidence. As a Senior Marketing & Data Analyst, you'll play a critical role in transforming member insights into strategies that strengthen relationships, drive growth, and improve financial well-being.
In this role, you'll help uncover the story behind the data. By connecting member behaviors, financial relationships, market trends, and engagement patterns, you'll develop insights that guide marketing strategies, enhance member experiences, and identify future opportunities for growth. Your ability to analyze complex information, identify meaningful trends, and translate data into clear, actionable recommendations will help leaders make informed decisions that create lasting value for our members and the Credit Union.
If you thrive at the intersection of strategy, analytics, and innovation, enjoy solving complex business challenges, and are passionate about turning data into meaningful action, this is an opportunity to make a significant impact while joining a team committed to caring, listening, learning, solving, and acting in the best interests of our members and each other.
In this role, you'll help uncover the story behind the data. By connecting member behaviors, financial relationships, market trends, and engagement patterns, you'll develop insights that guide marketing strategies, enhance member experiences, and identify future opportunities for growth. Your ability to analyze complex information, identify meaningful trends, and translate data into clear, actionable recommendations will help leaders make informed decisions that create lasting value for our members and the Credit Union.
If you thrive at the intersection of strategy, analytics, and innovation, enjoy solving complex business challenges, and are passionate about turning data into meaningful action, this is an opportunity to make a significant impact while joining a team committed to caring, listening, learning, solving, and acting in the best interests of our members and each other.
We're committed to supporting our employees both personally and professionally. To learn more about our benefits, culture, and what it's like to work at Financial Center, visit our Careers & Culture page.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
- Serve as a senior resource within the Business Intelligence team, sharing knowledge, providing guidance to support team members, and helping ensure consistency and quality across data initiatives.
- Partner collaboratively with Information Systems, Marketing, Finance, Operations, Lending, and other business areas to ensure data and analytical solutions support enterprise priorities and strategic objectives.
- Promote a data-driven culture by helping leaders and teams understand, interpret, and effectively use data.
- Complete assigned analysis requests, reports, and ad hoc data inquiries within established service expectations and timelines.
- Build and maintain recurring dashboards/reports.
- Serve as a Business Intelligence resource and subject matter expert on Financial Center's members, their behaviors, relationships, needs, and opportunities.
- Analyze internal and external data to identify trends in member behavior, financial performance, engagement, growth, retention, and financial wellness.
- Serve as a primary Business Intelligence partner to Marketing, supporting segmentation, targeting, campaign analysis, personalization, and marketing ROI.
- Develop expertise in member intelligence and analytical platforms including Rise Analytics, Segmint, SavvyMoney, demographic data, survey data, and other internal and external data resources.
- Translate complex data using Power BI, Excel, dashboards, and other analytical tools into clear, business-relevant insights that tell the story behind the numbers, identify key drivers and trends, use predictive analytics to anticipate what may happen next, and recommend actions to support informed decision-making.
- Perform member segmentation, lifecycle analysis, marketing analytics, and behavioral analysis to identify meaningful member groups, understand behaviors and needs, and uncover opportunities to improve engagement, retention, product adoption, and growth.
- Document, communicate, and support the implementation of analytics, reporting, and system changes affecting business processes and stakeholders.
- Develop and maintain comprehensive documentation outlining the purpose, functionality, data sources, assumptions, and intended use of dashboards, reports, and analytical solutions, ensuring reporting solutions align with business requirements, data governance standards, and organizational objectives.
- Develop, implement, and maintain analytical solutions and processes in compliance with Information Security policies, data privacy requirements, and established governance standards.
- Ensure appropriate controls are applied to protect confidential, sensitive, and proprietary information during the development, testing, and deployment of reporting and analytics solutions.
- Participate in projects as requested. Develop time estimates, requirements and scope related to data analytics.
- Ensure compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, security, and safety, exercising awareness regarding suspicious activity, money laundering or fraudulent behavior.
- Perform other duties as assigned.
EDUCATION & EXPERIENCE
- Bachelor’s degree from a four-year (4) college or university; degree in business analytics, marketing, or data analytics preferred.
- Minimum (5) years of experience in business intelligence, data analytics, market research, customer or member insights, marketing analytics, customer experience, financial services, or related discipline, preferably in financial services.
- Advanced proficiency with Microsoft Excel for analysis, modeling, data, and presentation.
- Strong analytical, critical thinking, research, and problem-solving skills. Ability to work with large datasets and recognize patterns, trends, relationships, and anomalies.
- Strong written, verbal, presentation, and data visualization skills.
- Familiarity with SQL, data warehouses, statistical analysis, or predictive modeling is preferred but not required.
PROFESSIONAL EXPECTATIONS
- Act with intention, alignment, and accountability.
- Contribute to high-performing, cross-functional teams aligned to organizational goals and accountable for results.
- Drive a culture of collaboration, breaking down silos and fostering shared ownership across the organization.
- Communicate clearly and effectively, influencing all levels.
- Make sound, timely decisions that balance organizational priorities, risk, and member experience.
- Demonstrate professionalism, integrity, and sound judgment in all interaction.
- Hold self and others accountable for commitments, ensuring follow-through and measurable progress against established goals.
WORKING ENVIRONMENT STANDARDS & EXPECTATIONS
Work is primarily performed in an office environment using standard business equipment, with workspaces that are typically climate controlled. This role may require occasional lifting or moving of items up to 15 pounds. The position involves a combination of sitting, standing, walking, and frequent use of hands for tasks such as typing and operating office equipment. Unobstructed vision and hearing are essential to effectively perform job functions.
This role requires strong cognitive and interpersonal abilities, including attention to detail, sound judgment, problem-solving, effective communication, and the ability to analyze information and manage multiple priorities. Success in this position also requires initiative, adaptability, and the ability to remain focused and composed in a dynamic work environment.