View all jobs

Business Analyst

San Antonio, TEXAS

Job Description

Position: Business Analyst                                         Reports to: Data Team Leader
(Location: USA within LiftFund footprint)

This position is designed to be a solution-oriented problem solver, a thoughtful coordinator of data, a resource dedicated to explaining and sharing data, a participant in projects throughout LiftFund, an educator and ambassador of practice with staff, and a team member who is dedicated to LiftFund’s mission of providing credit and support to entrepreneurs and innovation in our field.

LiftFund is recognized locally and nationally for our innovation, advisory services, and ability to be at the forefront of redefining the financial services industry at the community level. If you are looking for an opportunity to impact the small business community—we just might have the role for you.

Data & Analytics
  • Create and maintain high-impact, in-depth analyses that inform decision making and facilitate meeting goals
  • Maintain and monitor existing Power BI data models and ensure data quality
  • Use Power Query and DAX to iterate/improve on existing or create new Power BI data models as needed
  • Monitor and update Power BI dataflows as needed to update our datasets
  • Be a Subject Matter Expert on a variety of data sources and systems; Understand how our data universe behaves and what downstream data impacts new or changed data streams may have on our analytics and reporting
  • Assist in managing and implementing workflow and system improvements. Manage low-code 3rd party integrations that support some of our data sources
  • Assist Data Team members with retraining statistical data models
  • Audit data between systems periodically and take appropriate steps to correct and/or report inconsistencies when found
  • Maintain knowledge of current methods of data gathering and required intake processes
  • Maintain and develop documentation on internal processes
Strategy & Support
  • Manage data-related projects
  • Be a process development resource for staff from a data perspective; Consult with users/managers to clarify program intent, identify problems, and suggest changes
  • Interface between IT and less technical users as needed; Work with technical vendor teams
  • Support staff ability to track work and document activity
  • Support departments in data gathering and validation and research
  • Coordinate with staff on data sharing and data mining
  • Train staff on best practices and standard methods of systems
  • Write or contribute to instructions/manuals/SOPs to guide end users
  • Analyze data to ensure responsiveness of department goals
  • Create and implement surveys
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
  • Perform related duties as assigned

Minimum Qualifications:

  • Ability to translate business problems to analytical solutions and insights
  • 2+ years of experience in CRM platform, preferably CRM Dynamics
  • 2+ years experience in data and project coordination and team building
  • Solid understanding of relational database structure, data governance, and rigor involved in connecting/integrating different systems
  • 1+ years of experience with business intelligence data modeling and report building, preferably Power BI
  • Experience in/with:
    • Creating visualizations (either in Excel or in a Business Intelligence platform)
    • Collaborating online in any of these: MS Office 365, OneDrive, SharePoint, Teams, Google Suite/Drive
    • Query building with SQL, M, or other data table manipulation language
    • Leading virtual trainings and recording videos
  • Skills in:
    • Data analysis, researching solutions to problems
    • Microsoft Suite, high quality document creation
    • Experience with Business Intelligence (Power BI preferred)
    • Mapping data from one source to another source
    • Coding & programming logic
  • Basic understanding of statistics (preference given to those with higher levels of understanding/experience with stats and statistical models)
  • Intermediate Excel skills, especially hands-on experience with data cleaning & validation, tables, pivot tables, and joining data. Alternatively, ability to do same in R or Python and present clean results in Excel to a business-oriented audience.
  • Strong attention to detail
  • Ability to quickly learn and adapt to new systems
  • Ability to collaborate in projects, communicate effectively, and problem solve
  • Demonstrate responsibility for self-initiatives and deadlines
  • Bachelor’s or higher degree in an appropriate/related field or equivalent work experience (3+ years as a data or business analyst)
What We Offer
A competitive salary and benefit package coupled with an opportunity to work with LiftFund’s energetic small business team dedicated to our customers, striving to be better and leading with integrity!

LiftFund provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Powered by