Schedule: M-F, 40/hours week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary: The Business Intelligence Analyst at Travis Credit Union transforms complex data into strategic insights that support senior leadership and enterprise-wide initiatives. This role involves designing reports, dashboards, and analytical tools that guide both daily operations and long-term planning. Working independently and collaboratively across departments, the BI Analyst combines strong business acumen, technical expertise, and problem-solving skills to deliver actionable intelligence that drives informed decision-making and measurable value.
Profile:
- Designs and maintains analytic solutions such as dashboards, reports, and tools to support performance tracking and data-driven decision-making.
- Applies analytical techniques and models to identify trends, uncover opportunities, and support operational and strategic improvements.
- Extracts, integrates, and analyzes data from multiple sources using technical and programming skills to ensure accuracy and relevance.
- Communicates findings and insights clearly, translating data into actionable recommendations for business units and leadership.
- Conducts qualitative and quantitative analysis, including forecasting, segmentation, and root-cause evaluation to support business optimization.
- Collaborates with stakeholders across departments to assess needs, define metrics, and develop solutions aligned with organizational goals.
- Builds a working knowledge of data sources and structures to support effective analysis, reporting, and BI development.
- Identifies areas for improvement and contributes to the evaluation of business strategies and operational effectiveness.
- Ensures data integrity and reliability in reporting to support informed decision-making and performance management.
- Provides training and support to end users on accessing and interpreting BI tools, dashboards, and reports.
Not all functions/tasks are listed above; however, those listed are considered essential.
Skills:
- Proficient in designing and delivering clear, impactful data visualizations using business intelligence tools such as Tableau (strongly preferred), Power BI, or similar platforms.
- Strong communication skills with the ability to explain complex technical concepts to non-technical audiences, including senior leadership and cross-functional teams.
- Demonstrated analytical and problem-solving abilities, including experience in root cause analysis, trend identification, and performance evaluation.
- Skilled in making complex data accessible and meaningful through dynamic visualizations tailored to diverse audiences.
- Hands-on experience with SQL for querying databases, data warehouses, and large datasets to support analysis and reporting.
- Solid foundation in data storytelling, business acumen, and collaborative consulting across departments.
- Ability to present findings, recommendations, and insights clearly and concisely to support strategic decision-making.
- Familiarity with programming languages such as Python for data analysis and automation is a plus.
- Experience using data to illustrate business performance and develop materials for audiences ranging from operational teams to executive leadership.
- Understanding of data management tools, relational and multi-dimensional databases, data warehouse design, and BI architecture.
- Detail-oriented with a strong aptitude for working with data; consistently accurate, thorough, and quality-focused.
Reporting and Experience:
Assoc. Business Intelligence Analyst:
- Reports directly to assigned department management.
- Bachelor’s degree in a relevant field (e.g., Business, Analytics, Computer Science, or Statistics) and 1-3 years of applied experience (educational or professional); or equivalent related work experience.
- Data Visualization certification (i.e. Tableau Certification), or SQL Certification desired.
Business Intelligence Analyst:
- Reports directly to assigned department management.
- Bachelor’s degree in a relevant field (e.g., Business, Analytics, Computer Science, or Statistics) and 3-5 years of professional experience in business intelligence or data analytics; or equivalent related work experience.
- Proven experience using BI tools (e.g., Tableau, Power BI, SQL) to develop dashboards, visualizations, and performance metrics that support strategic decision-making.
- Certification in Data Analytics or Visualization (e.g., Tableau, SQL) preferred.
Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature.
Compensation: Base salary starting range is commensurate with experience:
- Assoc. Business Intelligence Analyst: Grade 13: $33.46/hour - $41.33/hour
- Business Intelligence Analyst: Grade 15: $82,680.00/annually - $102,128.00/annually
Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
- Competitive medical, dental, and vision insurance
- Mental health and wellness programs
- Employee performance incentive plan
- Merit-based salary increases
- 401(k) program with immediately vested employer match
- Generous holiday and vacation policies
- Exclusive TCU perks such as employee loan and credit card discounts
Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status