Data & Reporting Specialist

Responsibilities include:

• Design, develop, maintain, and enhance operational, financial, and management reports.
• Write and optimize queries to extract, analyze, and report data from multiple systems.
• Develop recurring, automated, and ad hoc reports based on departmental and organizational needs.
• Review existing reports for accuracy, efficiency, consistency, and relevance.
• Establish standardized reporting processes and definitions across departments.
• Identify opportunities to streamline and automate manual reporting processes.
• Maintain documentation of report logic, calculations, data sources, and reporting requirements.

• Work with existing data models to support reporting, analysis, and dashboard development.
• Validate data models to ensure accuracy, completeness, consistency, and alignment with business requirements.
• Test new and modified data models before implementation.
• Identify discrepancies between source systems, data models, and reporting outputs.
• Collaborate with internal teams and third-party vendors to troubleshoot and resolve data-related issues.
• Assist with the development, enhancement, and ongoing maintenance of data models.
• Evaluate data relationships, calculations, transformations, and business rules to ensure reliable reporting.

• Design, build, implement, and maintain interactive dashboards that provide meaningful business insights.
• Collaborate with departmental leaders to identify key performance indicators (KPIs) and reporting needs.
• Create visualizations that clearly communicate trends, performance metrics, and opportunities for improvement.
• Maintain and enhance existing dashboards as organizational needs evolve.
• Ensure dashboards use accurate, validated, and consistently defined data.
• Train and support employees in accessing, understanding, and utilizing dashboards and reporting tools.

• Monitor data across systems to identify inaccuracies, inconsistencies, missing information, and duplicate records.
• Develop and implement data validation procedures, quality checks, and ongoing monitoring processes.
• Establish best practices for maintaining clean, accurate, and reliable data.
• Work with departments to identify root causes of data quality issues and implement corrective measures.
• Develop data quality metrics and dashboards to monitor data health and improvement efforts.
• Support data governance initiatives, including data ownership, accountability, retention, and access controls.
• Recommend process improvements that prevent recurring data issues at the source.

• Validate data flowing between integrated systems and reporting environments.
• Assist with data mapping, field definitions, transformations, and system conversions.
• Support system implementations and upgrades by testing data accuracy and reporting functionality.
• Collaborate with IT, business departments, and vendors to resolve data integration issues.
• Identify opportunities to improve data accessibility, organization, and reporting efficiency.

• Serve as an internal resource for reporting, dashboard development, and data quality initiatives.
• Partner with departmental stakeholders to understand reporting needs and translate business requirements into technical solutions.
• Proactively identify reporting gaps, data inconsistencies, and opportunities for process improvements.
• Provide training and guidance on reporting tools, dashboards, and data best practices.
• Maintain clear documentation and communicate findings to both technical and nontechnical audiences.
• Support organizational initiatives through data analysis and actionable recommendations.

• Associate's or bachelor's degree in Information Systems, Data Analytics, Business Analytics, Computer Science, Finance, or a related field preferred; equivalent professional experience may be considered.
• Experience developing reports, analyzing datasets, and working with business intelligence tools preferred.
• Working knowledge of SQL and relational databases preferred.
• Experience with reporting and dashboard platforms such as Power BI, Tableau, or similar applications preferred.
• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis.
• Understanding data modeling, data validation, and data quality management.
• Strong analytical, problem-solving, and organizational skills.
• Ability to identify discrepancies, investigate root causes, and recommend solutions.
• Strong communication skills and the ability to work collaboratively across departments.
• High level of accuracy, attention to detail, and commitment to data integrity.
• Familiarity with core banking systems and financial institution reporting requirements preferred.
• Experience with data warehouses, ETL/ELT processes, and integrated reporting environments preferred.
• Experience with Power BI, SQL Server, SSRS, or similar technologies preferred.
• Knowledge of financial reporting, operational KPIs, and regulatory data requirements preferred.
• Familiarity with data governance frameworks and data quality monitoring tools are preferred.
• Experience automating reporting processes and improving data workflows preferred.

• The physical demands listed below are a representation of those that must be met by an employee to successfully perform the essential functions of this position. A full analysis of physical and mental demands will be made available upon request to the Human Resources Department.
• While performing the duties of this job, the employee is regularly required to: speak, hear, sit, stand, walk, climb stairs, reach and grasp with hands and arms, use hands to handle or feel objects, tools or controls, occasionally lift and/or move up to 25 pounds. Specific vision abilities include those required to use computers for up to 8 hours a day.

• The position is located in an office environment. The noise level in the work environment is usually low to moderate.

• Responsible for complying with the Credit Union's information security policies, procedures, and standards. This includes safeguarding member information, participating in required security awareness training, and reporting any suspected security incidents or vulnerabilities.
• Maintain compliance with all applicable regulations and internal policies.
• Demonstrate Greenwood Credit Union's core values and uphold a professional and respectful work environment.
• Perform other duties as assigned.

• Greenwood Credit Union is an Equal Opportunity/Affirmative Action Employer and therefore provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

• The information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as an exhaustive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.