Finance Data Specialist

Job Description

JOB INFORMATION

Title:

Finance Data Specialist

Officer Title:

Grade:

28

FLSA Classification:

Exempt

Date Last Edited:

4/28/2026

Reports To:

Director Financial Systems and Data Solutions

Department:

Financial Planning & Analysis

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1267

PRIMARY FUNCTION

Responsible for the coordination of data between systems and departments within HVCU.  Key support for data governance and financial data in the Databricks environment.  Document, maintain, troubleshoot, and administer all financial data processes.  Support the Finance Division and other LOBs utilizing financial data.

•

Become an expert in data systems supporting the Finance Division, particularly as relates to Databricks environment.

•

Primary support for Finance Division data needs through SQL programming, data transformation, queries, and PowerBI reporting.

•

Maintain and coordinate data movement of internal files in/out of the Workday database environment, Prism.

•

Support the data needs of Accounting, Finance, Treasury, FP&A including management and development of division specific tables such as participations and FTP.

•

Work with Enterprise Architecture to enable the transfer of necessary finance data between departments.

•

Document and maintain all Databricks (Finance) processes.

•

Troubleshoot Databricks (Finance) process complications in a timely manner.

•

Support for IT governance of data access to other areas.

•

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, Operations, and others to ensure Finance data needs are being met.

•

Work to support department KPIs

•

Serve as cross-functional backup for Workday Admin.

•

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.

Finance, Accounting, Information Systems, Data Engineering, or related field; advanced degree a plus.

X

Databricks Certified Data Analyst Associate

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

•

Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.)

•

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.

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

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Strong proficiency in modern programming languages including SQL and/or Python.

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Experience with Workday’s database environment, Prism, a plus.

•

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

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.

2. Adjusts to new or changing assignments, processes, and people.

3. Demonstrates ability to successfully manage multiple tasks and priorities.

4. Demonstrates willingness to listen to other opinions.

5. Identifies and considers alternative approaches to situations or problems.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.

2. Helps others drive tasks to completion as appropriate.

3. Holds self and others accountable for delivering on all commitments.

4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.

5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.

6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Service Excellence

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

Level 2

1. Creates a positive team environment by celebrating successes and driving excellence.  2. Dedicates required time and energy to assignments or tasks to ensure that no aspect of the work is neglected; works to overcome obstacles to completing tasks or assignments.  3. Effectively communicates the connection between culture and the business strategy.  4. Implements effective strategies and activities that promote long term customer loyalty.  5. Inspires and strives for excellence in all aspects of work including setting high performance goals for oneself and others.

Analytical Thinking

Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.

Level 3

1. Chooses among a diverse set of analytical tools according to the nature of the situation.

2. Identifies many possible causes for a problem based on prior experience and current research.

3. Quantifies the costs, benefits, risks and chances for success before recommending a course of action.

4. Seeks discrepancies and inconsistencies in available information; explains variances.

5. Organizes and prioritizes the sequence of steps to be taken to remedy the situation.

6. Approaches a complex problem by breaking it down into its component parts.

Technical Troubleshooting

Knowledge of technical troubleshooting approaches, tools and techniques, and the ability to anticipate, recognize, and resolve technical (hardware, software, application or operational) problems.

Level 2

1. Handles calls related to product features, applications, and compatibility standards.

2. Analyzes code, logs, and current systems as part of advanced troubleshooting.

3. Works with vendor-specific diagnostic guides, tools and utilities.

4. Discovers, analyzes, and resolves hardware, software or application problems.

5. Records and reports specific technical problems, solving processes and tools that have been used.

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 Federal 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 Federal 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.