Financial Analyst managing financial resources and budgets for Special Operations Forces Acquisition programs. Ensuring accuracy and compliance in budgetary execution and documentation.
CU
Hybrid Financial Sales Performance Analyst
Posted 4 months ago
About the role
- Financial Sales Performance Analyst analyzing and improving sales performance at Clearview Federal Credit Union. Focusing on data insights to strengthen member engagement and drive credit union growth.
Responsibilities
- Analyze sales referral pipelines to understand why referrals are or are not converting into closed products
- Deliver actionable insights to leadership and sales teams to influence training and sales strategies
- Build interactive dashboards and visualizations in Power BI or Tableau that translate data into meaningful narratives
Requirements
- Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
- 3–5 years of experience in data analysis, business intelligence, or sales performance analysis
- Expertise in Power BI or Tableau for building dashboards, visualizations, and interactive reporting
- Proficiency in Microsoft Office Suite
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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