Operations & Performance Analyst (Information Technology)
Role:
The Operations & Performance Analyst plays a key role in supporting the Operations team through data-driven insights, strategic documentation, and cross-functional collaboration. This individual will focus on product and performance analytics, competitive research, and operational reporting to support informed decision-making and help drive the achievement of business objectives.
Location: Our headquarters are based in Syracuse, NY. We work in a Hybrid Model requiring a minimum of 5 days in office per month.
Essential Functions & Responsibilities:
35% Specialized Performance Analysis:
- Conduct scheduled and ad hoc performance analyses to support operational initiatives.
- Provide data insights on vendor performance, forecasting accuracy, budget adherence, product trends, process efficiency, and line-of-business effectiveness.
20% Operational Support & Reporting:
- Assist with day-to-day tasks such as building presentations, executing operational changes, and maintaining up-to-date policies and procedures.
- Produce regular business-as-usual (BAU) reports, ensuring compliance with established policies and controls.
20% Product & Process Rollout:
- Coordinate and support the rollout and testing of new products, services, systems, procedures, and hardware.
- Provide hands-on support and training to Operations teams on new operational and procedural changes.
10% Process Optimization:
- Identify opportunities to streamline workflows and enhance efficiency.
- Employ tools and methodologies to optimize business processes and ensure departmental alignment.
10% Internal Communications:
- Draft, review, and distribute internal communications that are clear, timely, and aligned with organizational messaging.
- Ensure communications are coordinated with business priorities and communication standards.
5% Additional Duties:
- Perform other related duties or projects as assigned.
Performance Measurements:
See Dayforce (HRIS) Performance Management for Goals upon start in role, and annually.
Knowledge and Skills:
Experience: 5 to 8 years of progressively responsible experience in operations, business analysis, or a related function, ideally within a credit union, bank, or other financial services environment.
- The ideal candidate will demonstrate a strong track record of driving process improvements, supporting regulatory compliance, and delivering data-backed operational insights in a dynamic, member-focused setting.
Education: A bachelor's degree is preferred, ideally in Business Administration, Finance, Operations, Data Analytics, or a related discipline.
- Alternatively, formal certifications recognized in the financial industry (such as Lean Six Sigma, PMP, or relevant IT/business operations credentials) may be considered.
- Ongoing education in financial services operations, compliance, or analytics is a plus.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills:
- Strong organizational and time management skills, with the ability to handle and prioritize multiple tasks simultaneously.
- Excellent written and verbal communication abilities, including experience drafting clear reports and internal communications.
- Proficient in Microsoft Office Suite (especially Excel), along with other tools for spreadsheets, databases, graphing, and report generation.
- Demonstrated analytical and problem-solving skills, with the ability to interpret data and provide actionable insights.
- Attention to detail and accuracy in documentation, reporting, and policy maintenance.
- Comfortable working both independently and collaboratively in fast-paced, deadline-driven environments.
- Ability to quickly learn and apply new systems or tools, with a continuous improvement mindset.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 35 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
