Orange County's Credit Union
Marketing Data Analyst
Orange County's Credit Union, Santa Ana, California, United States, 92725
Position Summary
Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. Essential Functions
Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholders. Qualifications - Education & Experience
Bachelors degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment Skills & Abilities
Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. Generous benefits include
Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) OCCU automatically contributes 3% of the employees earnings
PLUS
matches up to 5% of the employees contribution (dollar for dollar) Vacation hours 13 days per year and rolls over year to year, and increases with tenure Sick hours 7 days per year and rolls over year to year Paid Holidays 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. We perform thorough background and credit check. EOE #J-18808-Ljbffr
Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. Essential Functions
Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholders. Qualifications - Education & Experience
Bachelors degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment Skills & Abilities
Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. Generous benefits include
Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) OCCU automatically contributes 3% of the employees earnings
PLUS
matches up to 5% of the employees contribution (dollar for dollar) Vacation hours 13 days per year and rolls over year to year, and increases with tenure Sick hours 7 days per year and rolls over year to year Paid Holidays 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. We perform thorough background and credit check. EOE #J-18808-Ljbffr