This position is based at our Corporate Headquarters in Oak Ridge, TN. It follows a hybrid/remote schedule (in the office 1\-2 days/week). The deadline to apply for this opportunity is May 1, 2026\.
Job Summary: The Assistant Vice President (AVP), Strategic Analytics \& Executive Reporting serves as a key partner to the CEO and executive leadership team, providing data\-driven insights that inform strategic decision\-making across the organization. This role is responsible for synthesizing complex internal and external data into clear, actionable narratives for board\-level presentations, executive reporting, and enterprise\-wide performance management. The AVP translates key performance indicators (KPIs) into meaningful business outcomes, enabling leadership to evaluate performance, identify opportunities, and drive growth.
Essential Functions \& Responsibilities:
- Partners directly with the CEO to develop high\-impact presentations and reports for the Board of Directors, executive committees, and strategic planning sessions.
- Analyzes and interprets internal KPIs across all business lines (lending, deposits, member engagement, operations, etc.) to assess organizational performance.
- Translates quantitative data into clear business insights, highlighting trends, risks, and opportunities that influence strategic direction.
- Designs and maintains executive dashboards and reporting frameworks that provide timely, accurate, and relevant performance metrics.
- Develops compelling data visualizations and storytelling materials tailored for non\-technical audiences, including board members and senior leadership.
- Supports enterprise strategic initiatives by providing analytical insights, scenario modeling, and performance tracking.
- Collaborates cross\-functionally with Finance, Human Resources, Operations, Marketing, Risk, and IT to ensure data integrity and alignment of KPIs with organizational goals.
- Identifies opportunities to enhance reporting efficiency, data quality, and analytical capabilities across the organization.
- Conducts ad hoc analyses and special projects as directed by the CEO, often under tight deadlines and with high visibility.
- Monitors industry trends, peer benchmarks, and market conditions to provide external context to internal performance metrics.
- Performs other job\-related duties and projects as assigned.
- Seven or more years of experience in financial services, analytics, strategy, or executive reporting is required.
- Demonstrated experience preparing C\-level presentations and working directly with senior executives is required.
- Strong analytical skills with the ability to interpret complex data and translate it into actionable business insights is required.
- Credit Union or Banking experience is preferred.
- A bachelor's degree in Finance, Business Analytics, Economics, or in a related field is required, or an equivalent combination of education, training, work experience, or military experience is required. A master's degree is preferred.
- Knowledge of data visualization software like Tableau
- Strong analytical, quantitative and problem\-solving skills and ability to use statistical analysis and modeling, with associated technology applications
- Strong relationship and communication skills in working with colleagues, as well as influencing customers on recommendations and analysis results
- Experience working in Excel and databases such as Snowflake, SQL Server, Oracle, Aurora, Redshift, My SQL, etc.
- Excellent written and verbal communication skills with the ability to effectively interact and make recommendations to all levels of the organization
- Must possess strong mathematical skills to help collect, measure, organize and analyze data
Hybrid Remote Statement: Following initial onboarding and training, this position may transition to a hybrid remote work arrangement, allowing performance of job duties to be completed both from home and on\-site, with a structured schedule designed to support flexibility, business objectives, and consistent collaboration.
Work Experience:
Education:
Other skills required: