Lead discovery and requirements gathering for credit union data and reporting initiatives. Map core banking and ancillary system data, define regulatory reporting logic and controls, specify executive dashboards, validate outputs, and drive adoption. Partner with credit union stakeholders and engineers to deliver data products addressing member growth, lending, deposits, risk, compliance, and marketing performance. Contribute domain expertise to reusable use cases, demonstrations, and prospect conversations.
This is a remote position.
We are looking for Senior Business Analysts with deep credit union experience to join our growing team.
You will work alongside credit union and CUSO teams to turn their business needs into outcomes. Credit unions face familiar challenges: regulatory reports that depend on manual effort, member and loan data spread across systems, and leaders who want clearer views of growth, risk and product performance. You will help define what good looks like with operations, lending, finance, compliance and marketing teams, then work with our engineers to deliver data products and reports that make a measurable difference.
- Own business outcomes. Define requirements, success measures and acceptance criteria, and stay involved until client teams are using what we deliver in their day-to-day work.
- Run discovery with client teams. Lead working sessions with credit union and CUSO stakeholders to understand their processes, the decisions they need data for, and where current reporting falls short.
- Map core and ancillary system data. Document how member, account, loan, deposit and transaction data is structured in core platforms such as Corelation KeyStone, Jack Henry Symitar, Fiserv DNA and FIS, and in surrounding loan origination, digital banking and CRM systems.
- Make regulatory reporting accurate and repeatable. Define the data, logic and controls behind NCUA 5300 Call Reports, HMDA, CECL, BSA/AML and other recurring submissions, and validate that the output is something a compliance team can sign off on.
- Deliver reports leaders use. Specify and test dashboards for member growth, product penetration, loan portfolio performance, delinquency, deposit trends, branch and channel performance, and campaign results.
- Shape how we serve the segment. Turn what you learn with clients into reusable use cases, demo scenarios and messaging, and join prospect conversations as a practitioner who knows the work.
Requirements
- 10+ years of business analysis experience in the credit union industry. Experience at a credit union, a CUSO, a core provider or a consultancy serving credit unions all count.
- Hands-on experience with at least 1 major core platform. Corelation KeyStone, Jack Henry Symitar, Fiserv DNA or FIS. Knowledge of how data is extracted and reconciled from these systems is a strong plus.
- Regulatory reporting depth. Direct work on NCUA Call Reports and at least 1 of HMDA, CECL, BSA/AML or similar processes, including the data behind them.
- Broad functional knowledge. Working understanding of credit union operations, lending, deposits, member services, sales and marketing, and how each function measures performance.
- Data operations and reporting tools. Experience with tools such as Power BI, Tableau, SSRS, Crystal Reports or Qlik, and comfort writing SQL to query, profile and validate data.
- A delivery mindset. A track record of seeing projects through to adoption, and the ability to explain a data issue to a credit union CFO in plain terms and a business rule to an engineer precisely.
Nice to Have
- Experience delivering a credit union data warehouse, analytics program or core conversion.
- Exposure to cloud data platforms such as Snowflake, Databricks or Azure.
- Experience working with or inside a CUSO.
Location
US remote; travel to client sites as needed.
Benefits
Benefits include comprehensive medical coverage, paid time off, and paid company holidays.
About Modern
The Modern Data Company is the company behind DataOS, a data platform that turns the data in a financial institution's core banking, lending, digital and CRM systems into trusted data products for reporting, analytics and AI. We work with credit unions and CUSOs to help them get more from their data.
Working At Modern
Our values are Humility, Empathy, Accountability and Transparency (HEAT), and they guide how we work with each other and with our clients. We’re building technology to solve complex data challenges, and we’re looking for people who want to help move it forward.
Modern is an equal opportunity employer and is committed to building a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply.
To apply, please submit your resume and include a short note in your cover letter highlighting a credit union reporting or data project you delivered and what changed for the client afterward.
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