Provides analysis, reporting and project support to the assigned department(s). Prepares and provides reporting and corresponding data analysis for metrics, team projects or initiatives and ad hoc requests. Manages projects and provides decision support to team and organization, including scope, needs analysis, action plans, tracking, and documentation. Communicates in a variety of ways concerning projects and initiatives to team and organization. Performs other duties as assigned. Implements and performs according to the established TDECU REAL standards.
Essential Duties and Responsibilities:
(To perform successfully in this position, an individual must be able to perform essential duties satisfactorily as well as possess education/experience, knowledge, skill, and ability as listed in representative fashion: reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position - this listing of essential duties is not all inclusive, but representative, other duties may be assigned.)
Analysis and Reporting
Partners with the team and department head to analyze data and key performance indicators.
Performs moderate business analysis through the collection, analysis, interpretation, reporting, and documentation of data, thus providing critical data support to the team and organization.
Provides analytical periodic reports and ad hoc reports to support key departmental and organizational initiatives.
Uses workflow analysis to identify opportunities for increased operational efficiency.
Develops monthly leadership team and other reports as assigned.
Responsible for assimilating facilities related data from multiple resources and compiling Executive and Departmental summaries and presentations.
Documents new projects, identifies resources needed, works with stakeholders (Departmental and Enterprise level) to prioritize work, creates action plans, identifies issues for resolution, and drives milestones. Responsible for maintaining project schedules in enterprise scheduling/project management system. Assists with the management of the teams schedule of projects.
Tracks and reports statuses on projects being completed. Provides weekly or monthly updates as requested by the Leadership team.
Responsible for enterprise level systems regarding E- Procurement, Space Planning and Project Scheduling for the Facilities department. Will serve as main point of contact for the Facilities department to provide customer assistance and training on systems as needed.
Ensures assigned project documents are complete, current, and stored appropriately.
Ensures compliance with regulatory (Federal and State) guidelines regarding contracts, lease agreements and documentation related to TDECU facilities and the TDECU disaster recovery plan.
Provides decision support to the organization through analysis, development of solutions, recommendations and metrics.
Acts a point of contact for the team concerning audits.
Works with others to maximize the value proposition of the team.
Drafts reports, written communication, correspondences, procedures, and other required documentation under the supervision of the department head, may include visual representation of data in the form of info graphics, dashboards, flow charts, or diagrams. Will periodically make presentations of such material to team members or stakeholders.
Oversees team and department share point site.
Service and Support
Provides professional assistance, including, scheduling, call triage, preparation of agendas, meeting coordination, and documentation to the Team or Department manager.
Occasional travel to TDECU locations as required for project support.
(Education, Experience, Knowledge, Skills, and Abilities)
Bachelor degree in business administration, human resources, or other related field from an accredited institution of higher learning or equivalent education and work experience is required.
Project management and support. Experience in facilities and or space planning documentation a plus.
Demonstrated contract review knowledge and negotiation is a plus.
Procedure writing, technical writing, content development, and process map creation are a plus.
Knowledge, Skills, and Abilities
Understanding of major business principles, processes and technologies and ability to assess business need and propose simple, effective solutions.
Strong quantitative and qualitative analytical skills and a creative approach to problem solving.
Strong sense of urgency related to safety matters regarding location issues.
Ability to deal with ambiguity, change and multiple competing priorities.
Highly organized and detail-oriented, with a strong sense of ownership and accountability for work.
Strong professional interpersonal oral and written communication skills, with particular attention to content organization, flow, sentence structure, and proper use of grammar.
Intermediate proficiency in Microsoft Office applications, including word, excel, power point, and outlook.
Intermediate knowledge of Share Point.
Basic knowledge of mathematical calculations for metrics and analysis related to the business environment.
Physical Demands and Work Environment:
(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Regular attendance is an essential function of this position. This means that the employee is required to report to work on time and must remain available to clients during scheduled hours.
This position requires face-to-face interaction in person or by telephone and e-mail with customers, clients, and vendors.
As a not-for-profit financial cooperative, TDECU is owned and operated by its members. The not-for-profit status allows the credit union to...