AVP Strategic Analytics & Executive Reporting (Hybrid/Remote)

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.

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:

• 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.

Education:

• 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.

Other skills required:

• 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