Manager Business Operations Analytics

Job Description

JOB INFORMATION

Title:

Manager Business Operations Analytics

Officer Title:

Grade:

31

FLSA Classification:

Exempt

Date Last Edited:

11/7/2025

Reports To:

Director Member Operations Administration

Department:

Member Operations Administration

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1193

PRIMARY FUNCTION

Lead the Member Operations Analytics team in developing and executing a data-driven strategy that supports operational efficiency and member experience. Deliver timely, actionable insights through data consolidation, reporting, advanced analytics, and dashboard management for each line of business aligned under the Member Operations department. Create clear and compelling presentations to communicate findings, trends, and recommendations.

•

Translate leadership reporting needs and integrate industry data analytic trends to define and deliver a business analytics strategy and roadmap. Champion and lead data consolidation, reporting, dashboard, and business analytics programs.

•

Oversee the technical operations of the Member Operations analytical area including report and dashboard project management, code review, and data warehouse architecture decisions.

•

Responsible for timely implementation, testing, integration and monitoring of new custom programming to support Member Operations’ initiatives.

•

Work with the Director of Member Operations Administration to assist in the development and implementation of long-range strategic plans to address the evolving information processing needs of the Member Operations teams.

•

Remain current in emerging data analytic trends primarily related to the financial services industry.

•

Liaison with other departments across the Credit Union including IT, Banking Division, Risk, Finance, and others to ensure Member Operations’ data needs are being met.

•

Develop and maintain effective and productive working relationships with Member Operations departments as well as across the other Credit Union departments. Work with the Director of Member Operations Administration, key stakeholders, and the user community to create, modify and test the Credit Union’s data visualization software.

•

Ensure employees’ adherence to service guidelines and that superior service is provided at all times. Interview, hire, and develop Member Operations Analytics staff, and is responsible for quality work output of employees.

•

Conduct regular meetings to provide staff with updated department and Credit Union initiatives. Evaluate and coach employees on a regular basis and provide appropriate feedback. Responsible for employee training and development. Mentor departmental staff on assignments and promote team environment.

•

Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

•

Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

•

Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Computer Science, Information Technology, Economics, Statistics, or related field

X

Certification required within 6 months of joining Databricks Certified Data Analyst Associate

X

Minimum 5 Years

Leadership and people management

X

Minimum 5 Years

Operations

X

Minimum 5 Years

Analytics and data visualization

X

Minimum 3 Years

Financial services

X

Minimum 2 Years

Cloud-based data platforms

X

Minimum 2 Years

Modern programming language

X

•

Demonstrated leadership experience with decision making, project management, mentoring, coaching, talent management, and delegation skills.

•

Advanced verbal and written communication skills with expert-level proficiency in PowerPoint and the ability to design and create impactful presentations that simplify storytelling.

•

Strong critical thinking skills, adaptability, critical observation, research, innovation, and attention to detail.

•

Experience across a wide variety of analytics and data analysis including expense management, accounting concepts, forecasting, process improvement and optimization, member segmentation, etc.

•

Expert-level proficiency in Excel, Power BI, and data visualization, with the ability to communicate these skills to others.

•

Strong proficiency in modern programming languages including SQL and Python.

•

Experience with cloud-based data platforms such as Databricks or Snowflake.

•

Experience with cloud platforms such as Azure or AWS.

•

Familiar with ETL/ELT concepts, data modeling, data warehousing, and data lake architecture.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

Occasionally

Work extended hours, including evenings, weekends, and holidays as needed

Occasionally

Accommodate a flexible schedule to meet business needs including evenings and weekends.

WORK ENVIRONMENT

•

Typically the noise level in the work environment is low to moderate.

•

May experience occasional job stress in dealing with difficult situations and/or high volume.

•

High energy, high impact atmosphere.

•

There are no significant hazardous conditions.

View Competencies

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 2

1. Creates a connection to demonstrate how daily actions contribute to organizational outcomes. Coaches team to assume full responsibility for shared goals and objectives.  

2. Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and opportunities to learn through formal and informal methods.

3. Implements the organization’s workforce development/planning strategies within business units.

4. Makes well-informed, effective and timely decisions, even when data is limited.

5. Takes a stand, maintains integrity and tactfully defends position in the face of significant opposition.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.

2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.

3. Establishes best practices for internal and external service excellence.

4. Monitors industry for trends in enhancing member service with special attention to financial services.

5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Results Driven

Drives critical activities to completion. Meets organizational goals and customer expectations.

Level 2

1. Clearly communicates expected results. Uses motivational tactics to generate team buy in. Consistently measures progress and refocuses efforts to ensure attainment.

2. Implements specific policies or practices based on laws or regulations governing these practices.

3. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.

4. Takes full responsibility for results, keeping stakeholders properly informed of status, issues and potential problems.

5. Understands the organizations influence dynamics and uses that information to establish alliances to achieve organizational goals and objectives

Resiliency

Adapts positively to changing environments in order to achieve business results.

Level 2

1. Anticipates the impact of change in markets, politics, and culture on the organization and its clients.

2. Deals effectively with pressure; remains optimistic and persistent, even under adversity.

3. Develops new insights into situations; questions conventional approaches.

4. Implement change initiatives so as to minimize adverse impacts on people.

5. Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.

Analytical Approach

Synthesizes ideas and information required for process improvement into a manageable form.

Level 3

1. Employs sound facilitation techniques to support idea generation and analysis.

2. Compares key metrics against benchmarks and goals so as to keep pace with improvement opportunities.

3. Applies accepted methods of testing improvements before deployment.

4. Prepares actionable decision support materials for team and management.

5. Resolves inconsistencies in data sets and measures outcomes at multiple intervals to enable meaningful comparisons.

6. Coaches others to improve analytical methods and applied reasoning.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.