Senior Strategic Analyst

 Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 8 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

About the Role:

We are seeking a highly analytical and strategic Senior Strategic Analyst to support data-driven decision-making across the credit union. This role will partner closely with senior leadership to develop financial models, evaluate business performance, and identify growth opportunities. The ideal candidate has a strong background in data analysis, forecasting, and strategic planning, with the ability to translate complex data into actionable insights. Join us to help shape key initiatives and drive long-term value for our members and organization.

Responsibilities:

• Provide analytical and strategic support to leadership, delivering insights to drive business decisions, financial planning, and long-term growth initiatives.

• Develop and maintain financial and strategic models to assess key performance indicators, trends, and business opportunities.

• Conduct deep-dive analyses on product performance, member behavior, and market trends to inform pricing, portfolio management, and operational strategies.

• Collaborate with cross-functional teams, including Finance, Lending, Marketing, and Operations, to align strategic initiatives with business objectives.

• Assist in the development of financial forecasts, scenario planning, and strategic recommendations to support executive decision-making.

• Evaluate competitive positioning and industry trends to identify risks and opportunities for growth and efficiency improvements.

• Support the preparation of presentations, reports, and dashboards for senior leadership, board meetings, and strategy discussions.

• Drive the implementation of data-driven decision-making processes across the organization, leveraging analytics and business intelligence tools.

• Partner with Finance and Lending teams to assess the financial impact of strategic initiatives, including pricing, deposit retention, and loan growth strategies.

• Continuously assess and refine key strategic metrics to ensure alignment with corporate goals and market conditions.

• Take initiative to improve processes and reporting frameworks, identifying opportunities for automation and efficiency gains.

• Develop, implement, and evaluate policies and procedures for the finance department; take initiative to recognize necessary changes and develop new, more efficient processes and procedures.

• Ensure compliance with all federal regulations related to financial and strategic planning, including BSA.

Position Requirements:

• This position is Remote.

• Bachelor’s degree, or commensurate experience is Required.

• 8+ years of related experience in data/financial analyst is Required.

• Knowledge of banking and financial services, including deposit and lending products, market trends, and regulatory requirements is Required.

• Strong proficiency in financial modeling, forecasting, and scenario analysis is Required.

• Expertise in data analytics and business intelligence tools (Excel, SQL, Tableau, Power BI, Python, or R) is Required.

Connexus Credit Union's Employer Recognitions:

• 2024 Best in Class Employer, Gallagher

• 2025 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35