Business Data Analyst

Company Overview:

Trellance is a leading provider of business analytics and technology consulting for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, professional staffing, and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to the next frontiers of fintech, filled with powerful tools such as artificial intelligence and machine learning.

Overall Responsibility:

The Business Data Analyst works closely with the business and technical teams to build source system data connectors that extract, transform, and load data at a credit union into the Data Model. The Business Data Analyst is a major contributor to the requirement specification deliverable, writing the functional requirements and outlining Source-to-Target mappings. An ideal DA understands development processes (SDLC), is very analytical, is highly organized, and possesses problem-solving and conflict resolution skills to help identify, communicate and resolve issues in a matrix organization.  NOTE:  This position is open to remote work.


· Responsible for source to target data mapping specification creation and maintenance (i.e. data lineage)

· Serve as liaison between IT and the business to lead the data gathering requirements, data mapping. 

· Translate credit union business needs into technical requirements.

· Work as DNA, Keystone or Episys database expert.

· Work closely with the Development and Testing Teams on complex system changes.

· Work with end users and data governance to build and maintain the terms and definitions for business information to be stored within the Data Dictionary.

· Perform feasibility analysis, scopes projects, and works with the project management team to prioritizes deliverables and negotiate scope of product functionalities.

· Provide support to development, implementation and production teams.

· Partner with development and analytic teams to provide reporting on software solutions.

· Participate in Integration Testing and User Acceptance Testing (UAT) and functionality testing.

· Follows company processes and participates in continuous improvement of those processes.

· Other duties as assigned.



Minimum Education/Experience:

Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of four (4) years of experience in the specific or related field. Or High School Diploma or equivalent plus a minimum of eight (8) years of experience in the field.


  • 3+ years of experience working as a Functional, Data or Business Analyst
  • 3+ years’ experience in Excel (Advanced), Confluence, Jira and Snowflake
  • 3+ years of customer interfacing experience – project oversight, customer presentation.
  • 3+ years of SQL Server knowledge and experience – Tables, Views, stored procedures.
  • 3+ Experience working with the following platforms: DNA, Keystone or Episys, Ultra Data or XP2 is a MUST
  • In depth knowledge of financial institutions and financial data, preferably Credit Union/Bank related
  • Candidate must have knowledge of data warehouse/BI solutions
  • Excellent communication skills (written and verbal)
  • Able to translate business requirements into clear Technical specifications for the development team
  • Excellent organizational and planning skills.
  • Ability to manage multiple projects and tasks concurrently.

Other Skills: 

  • Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members and external partners.
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability.
  • Emotional maturity.
  • Highly resourceful team-player, with the ability to also be extremely effective independently.
  • Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
  • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
  • Forward looking thinker, who actively seeks opportunities and proposes solutions.
  • Strong organizational skills; attentive to details and accuracy.