We are looking for a mission-driven Data Analyst. In this role, you will play a critical part in supporting grant and certification compliance through data analysis, reporting and client interaction. You will work with internal teams and clients to analyze data, support federal and state grant reporting and help credit unions meet compliance goals that align with their community development mission.

 

The ideal candidate is detail-oriented, analytical and collaborative - someone who thrives in mission-focused work. You bring strong Excel skills, comfort working with databases and a basic understanding of financial concepts. You are a clear communicator who enjoys digging into data to tell a story and support real-world impact.

 

Key Responsibilities

• Analyze and interpret client loan data to support federal and state CDFI grant and certification reporting.

• Review and validate submitted data to ensure accuracy, completeness and compliance with program requirements.

• Assist in drafting narratives and reports that demonstrate credit union impact and progress toward grant goals.

• Provide thoughtful, knowledgeable support to clients during the reporting process, helping them understand loan tracking and benchmarks.

• Collaborate with internal teams to improve data collection, streamline reporting systems and enhance department efficiency.

• Contribute to organizational projects by managing data needs, supporting special initiatives and maintaining internal documentation and systems.

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Skills & Experience

• Strong analytical skills with experience working in Excel and database tools (e.g., Access).

• Familiarity with lending concepts, loan types and financial services preferred.

• Excellent attention to detail and ability to manage and validate large data sets.

• Clear and professional written and verbal communication skills.

• Experience supporting grants or compliance reporting is a plus.

• Ability to maintain confidentiality and navigate sensitive client data.

• Comfort working independently and as part of a collaborative, mission-driven team.

• Bonus: Experience with Salesforce, CDFI Fund systems (AMIS/CIMS) or credit union platforms like Symitar or Fiserv.

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Learn More and Apply on LinkedIn

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