vp/business intelligence

VP/Impact Intelligence

The VP/Impact Intelligence leads the business intelligence team within the technology center of excellence, serving as the credit union's senior data strategist and the enterprise authority on analytics, insight delivery, and data governance. This role owns the organizational data strategy end-to-end - defining how data is captured, governed, analyzed, and consumed to drive performance, growth, and member experience. The VP/Business Intelligence is a visible leader beyond the department: presenting to the Board of Directors and ALCO, advising executive leadership with data-driven insight, and shaping how the credit union uses data as a strategic asset. This individual partners closely with the AI team within the technology center of excellence to deliver integrated, cross-functional outcomes and builds a culture of data literacy, storytelling, and evidence-based decision-making at every level of the organization.

Role-Specific Contributions

• Own and drive the enterprise data strategy, ensuring it is tightly aligned with organizational goals and serves as a measurable lever for business performance, member experience, and growth.
• Proactively identify opportunities to leverage data as a strategic differentiator - informing product design, member segmentation, pricing, risk management, and operational efficiency.
• Own the strategic direction for predictive modeling and advanced analytics, partnering with the leadership and AI team on execution and integration.

Data Governance & Strategy

• Lead the development, implementation, and ongoing evolution of data governance policies, data quality standards, and procedures in partnership with executive leadership, lines of business, and key stakeholders.
• Serve as the enterprise authority and primary liaison between lines of business, IT, and end-users on data governance, data management, and analytics strategy.
• Maintain accountability for the accuracy, integrity, and trustworthiness of analytical outputs across the impact intelligence function, ensuring data quality is embedded as a cultural and operational standard.

Analytics & Insights Delivery

• Direct and prioritize analysis of financial, operational, member, competitor, and economic data - including pricing, channel usage, product penetration, member demographics, market segmentation, ROI, risk management, loan origination, credit performance, collections, and profitability.
• Define the measurement framework for the organization - leading the development and publication of dashboards, KPIs, recurring reports, and ad-hoc analyses that provide timely, relevant decision support to stakeholders at all levels.
• Monitor data trends, proactively surface insights, and alert stakeholders to meaningful shifts in performance or member behavior.
• Present data-driven insights, performance trends, and strategic recommendations to the Board of Directors, ALCO, and executive leadership on a recurring and ad-hoc basis.

Technology & Platform Oversight

• Oversee the credit union's business intelligence and data analytics platforms, including Arkatechture and supporting visualization and reporting tools, ensuring secure collection, processing, storage, and delivery of data.
• Manage vendor relationships for BI and data analytics platforms, including Arkatechture, ensuring contract alignment, roadmap coordination, and delivery against organizational needs.
• Define and manage the enterprise tooling strategy for how data is accessed, analyzed, and consumed across the organization, enabling self-service analytics where appropriate.

Strategic Advisory & Organizational Enablement

• Serve as a strategic advisor to senior leadership on how data and analytics can address emerging business challenges, competitive dynamics, and growth opportunities, monitoring macroeconomic, competitive, and industry data to contextualize credit union performance.
• Leverage AI and automation tools to enhance analytics workflows, accelerate insight delivery, and evaluate emerging technologies that advance the credit union's data maturity.
• Drive organizational data literacy as a strategic initiative, designing education and training programs and maintaining documentation, training materials, and a data definition glossary to ensure consistent understanding across the credit union.
• Champion data storytelling - ensuring analytical findings are delivered as compelling, accessible narratives that drive action and organizational understanding at every level, including the board and executive team.
• Set the talent strategy for the II function - attracting, retaining, and developing talent that elevates the team's analytical, technical, and storytelling capabilities over time.
• Prepare and manage the annual budget for the impact intelligence team and collaborate with technology center of excellence peers to identify cross-functional opportunities and deliver integrated solutions.
• Define the framework for how business and user requirements are gathered, validated, and prioritized, ensuring analytics outputs are aligned with strategic objectives and stakeholder needs.

Perform other duties as directed by leadership.

Qualifications and Competencies Requirements

As an organization focused on creating belonging, we appreciate that outstanding team members have different roads to excellence. Therefore, we don't compromise on capability but use qualifications as guidelines. Typically, we'd expect a great chief capacity offer to have built capabilities through experiences that would include a minimum of:

• Education : Bachelor's degree in a related field (e.g., business analytics, data science, information systems, finance) or equivalent experience.
• Work Experience : 10 years of progressive data analytics or business intelligence experience.
• Industry Experience : 3 years of financial institution experience.

The outcome of experience is our priority, so proficiency will be evaluated over means of acquiring it. Necessary competencies include:

Leadership

• Core Adaptive Capabilities: Systems thinking, pattern recognition, scenario planning and learning agility
• Human Centered Leadership: Empathy, emotional intelligence, psychological safety, inclusive leadership, purpose-drive motivation
• Strategic Thinking & Innovation: Horizon planning, breakthrough thinking, calculated risk taking, experimentation mindset
• Execution in Ambiguity: Decisive action despite uncertainty, agile implementation, resource flexibility, change leadership
• Technology & Data Fluency: Digital acumen, data literacy, ecosystem thinking, ethical technology use

Functional

• Data Governance & Quality Management: Developing data governance frameworks to ensure data security, compliance, accuracy, and consistency across the enterprise.
• Technical Proficiency & Architecture: Demonstrating deep knowledge of BI tools, SQL, data warehousing, and modern data analytics and data visualization technologies.
• Business Acumen & Translation: Ability to translate complex analytical results into actionable insights and strategic recommendations for executive leadership.
• Strategic Data Leadership: Ability to align impact intelligence goals with organizational objectives, managing data as a strategic asset.

Work Model and Conditions: Hybrid

This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient. This position also works from home, where an appropriate work environment is required. Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

The hybrid classification provides the opportunity to flex with purpose, empowering team members to work in locations best suited for work and life. In that spirit, those in a hybrid role are encouraged to maintain a commutable proximity to their primary work location because:

• The organization expects hybrid team members to attend certain meetings in person
• Managers may require onsite work to support outcomes
• Work model classification is subject to change

As a team member of orsa, you'll enjoy:

• Comprehensive medical, dental, and vision plans
• Generous paid time off package for all full-time team members
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing
• Family Health Benefits
• Paid time off to observe all Federal Holidays
• Flexible work options depending on position
• A generous 401k match
• Numerous employee engagement activities
• Community Resource Groups
• Paid time off for occasions such as volunteering, caregiving, and family events

Contact/application information:

If this description appeals to you, please submit an application! A member of orsa's talent acquisition team will be in contact with you shortly!

Equal Employment Opportunity Policy:

orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race