Industry Analyst II

Job Description

At Callahan & Associates, our people are at the heart of who we are. As a 100% employee-owned company, we work every day to empower credit unions to impact their members and communities.

If you are looking to be part of a fast-paced company that loves the industry we serve, encourages creativity and rewards excellence, keep reading.

We’re looking for an analytical, curious and organized professional who can turn complex financial data into meaningful insights for credit union leaders. If you enjoy identifying trends, telling stories through data and collaborating with others to deliver high-quality content, the Industry Analyst II role offers an opportunity to help credit unions understand the forces shaping their industry.

Five Reasons Why You Want To Work With Us

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• You'll work alongside a team that is competent, confident, passionate and focused on achieving big goals.
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• You'll help support products and services that empower credit unions and positively impact millions of people.
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• You'll have a voice and stake in the company through employee ownership.
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• You'll be part of a fun, supportive and healthy work culture.
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• You'll have opportunities to learn, grow and take your career to the next level.
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Summary/Objective

The Industry Analyst II uses Callahan’s data analytics software suite to analyze credit union financial and operational performance, identify meaningful industry trends and translate those findings into actionable insights for clients. This role drives the production of client-facing content, including written publications, and supports consulting engagements and client inquiries.

The position also takes a leading role in the analyst team’s day-to-day operations, coordinating projects, delegating assignments and bringing together contributions from multiple analysts to ensure timely, high-quality results. A strong understanding of credit union financial statements and operations is essential, along with the ability to guide other analysts and communicate complex information clearly.

Essential Functions

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• Research and write data-driven analysis of credit union industry trends and market conditions, using accurate data and clear, compelling storytelling to explain financial insights.
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• Coordinate projects involving multiple analysts, including delegating assignments, tracking progress, reviewing contributions and compiling polished, client-ready deliverables.
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• Support facilitators in developing consulting and speaking proposals and client presentations, providing timely analysis tailored to each engagement.
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• Present findings to internal and external audiences through written communications, webinars, client presentations and other company events.
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• Communicate proactively with teammates and stakeholders, anticipate questions and recommend opportunities to improve products and processes.
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• Work directly with credit union executives, including C-suite leaders, to understand their priorities and help develop relevant content and product solutions. Represent Callahan professionally in all interactions.
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• Develop deep expertise in Callahan’s data analytics software suite and available datasets, helping clients and associates use these resources effectively through guidance and training.
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• Provide ad hoc analytical support to clients, including benchmarking, financial statement analysis and financial modeling.
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• Support recurring data uploads, independently investigate discrepancies and escalate issues to maintain data accuracy.
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• Stay informed about business and economic developments affecting credit unions and the broader financial services industry.
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Qualifications

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• Two to three years of successful experience in financial analysis and/or consulting.
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• A bachelor’s degree with coursework in finance, economics, accounting, statistics, business or a related field is preferred.
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• Strong quantitative and analytical skills, including experience analyzing financial statements.
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• Strong editing skills, with the ability to review written analysis and quantitative data for accuracy, independently check your own work and improve the work of teammates.
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• Demonstrated problem-solving skills, including the ability to investigate issues, use available resources and recommend practical solutions.
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• Excellent interpersonal, verbal and written communication skills, with the ability to translate complex data into clear, accurate and meaningful insights.
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• Advanced proficiency in Microsoft Excel, including XLOOKUP and PivotTables, and proficiency with other Microsoft Office applications.
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• Public speaking and presentation experience is a plus.
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• Familiarity with SQL databases is a plus.
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• Direct client support experience is a plus.
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