Job Description

MJK Connections is partnering with Sunward on this highly impactful role!

This analyst role applies advanced skills to uncover intelligence that supports enterprise-wide decisions. Beyond standard reports and data sets, this person leverages research, technology platforms, and emerging tools to identify opportunities, solve complex problems, and influence action across the credit union. Operating with minimal oversight, they deliver high-quality work, guide peers, and take ownership of projects and process improvements that connect insights to business goals and member needs.

Essential Functions

• Discover and harness both traditional and unconventional sources of information, applying advanced skills to build a fuller picture of business performance and opportunity.

• Aggregate, clean, and analyze information from core systems, external databases, third-party research, and emerging tools.

• Translate findings into intelligence that supports planning, action, and continuous improvement across key functions.

• Build and maintain dashboards, reports, and executive-ready content that surface the most important trends and insights.

• Conduct research related to markets, vendors, member behaviors, or emerging technologies to complement internal analysis and inform forward-looking decisions.

• Partner with teams across finance, lending, digital, technology, operations, and more to identify business questions, deliver meaningful answers, and shape functional solutions.

• Produce fast-turnaround deliverables, balancing speed and depth with minimal oversight.

Job Requirements

Qualifications:

Experience and Education

• Minimum of 4 to 6 years in financial services, technology, consulting, or other insight-heavy organizations.

• Education in a relevant field is helpful, but practical experience and demonstrated ability to apply advanced analytical skills, deliver insights, and influence business decisions are the primary considerations.

Knowledge

• Advanced use of Excel and proficiency with BI tools (e.g., Tableau, Power BI, Looker).

• Strong working knowledge of SQL, relational databases, and structured/unstructured data environments.

• Skilled at sourcing insight from non-traditional data sets, third-party research, industry benchmarks, and digital platforms.

• Strong familiarity with AI-enabled tools (e.g., ChatGPT, Claude, Copilot) to scale capabilities and improve output quality.

• Solid understanding of financial services products, member journeys, and performance indicators.

Skills/Abilities

• Inherently curious, resourceful, and energized by discoverygoes beyond dashboards to find the why and the whats next.

• Comfortable experimenting with new technologies, tools, and research methods to stay ahead.

• Able to evaluate and validate input sources, ensuring reliability and integrity of analysis.

• Able to simplify complexity and clearly communicate findings to technical and non-technical audiences.

• Business-focused and agileprioritizes what moves the needle and adapts to changing needs quickly.

• Collaborative, confident, and capable of driving insights into action across the organization.

Physical Requirements/Work Environment

• Standard office environment with routine use of computers and typical office equipment.

• Prolonged periods of sitting at a desk and working on a computer.

• May occasionally need to lift or move materials up to 10 pounds.

• Ability to communicate effectively in person, over the phone, and through digital channels.

• Visual acuity required to review detailed reports, dashboards, and data on screens or in print.