Data Analyst Intern-Financial Health
Job Description
The Financial Health Data Analyst Intern will work with the Financial Health team in assisting with producing data and reports from the processes and systems used in the Financial Health department. The Financial Health Data Analyst Intern will conduct analysis of data, strategy, and the work processes to produce evidence based recommendations, proposals, and other documents as necessary to drive improved performance in key collections metrics.
About UFCU
As Austin’s largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
The UFCU Internship program focuses on our two strategic areas of education and employment by providing a quality and cohesive internship program that will decrease the time between graduation and gainful employment. Joining the UFCU Internship program allows you to gain hands on experience, while making a great impact on our organization. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions
Data Extraction and Reporting
- Extract Data From:
- Pathways (Counseling Intake System on Salesforce platform)
- Coconut (Lobby Tracker and Appointment Scheduler)
- PlanU App (Data Warehouse)
- PlanU Hub (Google Analytics)
- Symitar (Account opening and auto transfer)
- Everfi (Online education)
- UFCU Data Warehouse
- Other resources as necessary
- Produce reports using extracted data as defined by Financial Health
Statistical Analysis
- Conducts interpretive analysis to identify:
- Financial Health Score Movement
- Savings and auto transfer means, averages and trends
- Debt Movement
- PlanU app use, activity and directional trends and highlights
- Pathways counseling productivity and impact reports
- PlanU hub traffic, conversion rates to consultation and on-line education
- Staffing Capacity
- Scheduling
- Process engineering
- Process Quality Controls
Knowledge/Skills/Abilities
- Demonstrated knowledge of IT technologies – server, network and storage
- Superb analytical & troubleshooting skills
- Highly collaborative/Team Player
- Excellent customer service and communication skills
- High level of organization and prioritization
Competencies
- Leading Self
- Leading Others
- Leading the Organization
Experience
Minimum Qualification
- Currently enrolled as a full-time student with one of our 6 partnered accredited institution/ university
- Minimum of 60 completed academic hours, with a focus on Mathematics, Statistics, Analysis, or Business Management
- Minimum of two college course in Statistics from an accredited college or university
- Data analytics experience (including school and professional assignments)
Preferred Qualification
- Minimum of two years of work experience
Things You Need to Know Before You Apply
Physical Demands
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the intern is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
- The intern is frequently required to stand and walk.
- Intern will make extensive use e-mail requiring the ability to effectively and accurately explain complex information.
- The intern must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
- May occasionally move from one work location/branch to another.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer use at a workstation up to two hours at a time.
- The noise level in the work environment is usually moderate.