Role OverviewThe Business Optimization Analyst supports operational excellence initiatives across the organization by analyzing, designing, and enhancing processes within a regulated financial environment. This role focuses on reducing operational risk, strengthening internal controls, and improving efficiency in core banking, lending, investment, and compliance workflows.
What You Will Do
Analyze end to end financial operations processes, identify control gaps, inefficiencies, and bottlenecks, and use Lean, Six Sigma, and other continuous improvement methodologies to develop and execute improvement plans.
Why It Might Be a Fit
The ideal candidate will have a strong background in financial services operations, risk management, business analysis, or process improvement, with experience in analyzing financial or operational data and presenting findings through written reports, dashboards, or formal recommendations.
Requirements
- Bachelor's degree in business, Finance, Operations, Data Analytics, or a related field, or equivalent combination of education, training, and relevant experience
- At least two years of experience in financial services operations, risk management, business analysis, or process improvement
- Ability to create and maintain process maps using Microsoft Visio, Lucidchart, or a comparable process-mapping application
- Understanding of both Credit Union policies and procedures as well as a working knowledge of regulatory requirements for both deposit and lending products
Benefits
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life balance
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