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UW Credit Union

Member-owned Wisconsin credit union and lender

Finance Data Analyst

Full-TimePosted on 8/17/2026Deadline 8/17/27
$86.4k
Mid
Bachelor's
Madison, WI, USA
HybridThree days per week in the Madison office. No relocation assistance is provided.
Data & AnalyticsData Analysis
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree in Information Systems, Computer Science, Data Science, business, or a related field, or equivalent work experience.
  • Two to three years of data analysis or analytics experience in at least two of the following areas: SQL code development; performance measure development; organizing, analyzing, and modeling multiple data sources; developing data visualizations, dashboards, or key performance indicators; and Tableau development.
  • Two to three years of hands-on database querying experience.
  • Advanced verbal and written communication skills.
  • Advanced presentation skills, including using storytelling to drive action.
  • Interpersonal skills to collaborate effectively and work as part of a team.
  • Ability to initiate and follow through on complex short- and long-term projects.
  • Advanced organization and time management skills.
  • Advanced analytical, critical-thinking, and problem-solving skills.
  • Ability to work independently, take responsibility for job development and training, research and resolve questions and problems, request leadership input, and keep leadership informed.
  • Advanced skills in creating, designing, and developing interactive dashboards and visualizations.
  • Ability to interpret business needs and translate them into actionable analytic deliverables.
  • Ability to work in a diverse, collaborative team environment.
  • Self-driven, curious, and creative approach to work.
  • Attention to detail.
  • Ability to manage multiple tasks and meet deadlines.
  • Valid work authorization to work for UW Credit Union on the date of hire.
Responsibilities
  • Use data analysis and visualization tools and integrate insights into business processes; participate in creating frameworks and data-driven solutions.
  • Work with complex data sets, identify trends and patterns, and make data-driven recommendations.
  • Use SQL joins and aggregates, build basic data pipelines using dbt, and create complex visualizations in Tableau.
  • Validate work through reasonability checks, comparisons with historical results and benchmarks, end-user validation, and other team-established processes.
  • Document data structures, measures, metadata, assumptions, models, reports, analyses, client-focused training materials, and other required materials.
  • Peer-review colleagues’ code, results, analyses, and other deliverables.
  • Maintain and update existing reports and tools in response to strategic priorities, external changes, software or data-structure changes, and end-user workflow changes.
  • Collaborate with business partners to define problems and suggest initial data-driven solutions.
  • Apply business-domain knowledge to identify impactful data-driven ways to address business problems.
  • Work with business units to understand data needs, refine use-case criteria, identify appropriate data sources, and profile data for suitability.
  • Consult with analytics clients and deliver oral and written presentations at meetings or to leadership.
  • Develop and maintain knowledge of the organization, leaders, decision-makers, interdepartmental relationships, and the market; apply this knowledge to improve client engagement efficiency and outcomes.
  • Forecast workload to ensure capacity, establish priority guidelines, and negotiate timelines with partners.
  • Collaborate with colleagues by contributing experience and insight, and lead knowledge-sharing sessions with junior analysts.
  • Build relationships with peers, including domain experts, to understand the business processes that generated the data.
  • Stay current on advancements in analytic technologies.
  • Provide business partners and staff with technical assistance for business intelligence tools.
  • Participate in new vendor evaluations.
  • Ensure active use of vendor-provided technical support, education, compliance, reporting, and user-group resources.
  • Maintain professional rapport with vendor contacts to facilitate issue resolution and product enhancements.
  • Perform other duties as assigned.
Desired Qualifications
  • Experience in the financial services industry.

About the company

UW Credit Union is a member-owned financial cooperative that provides banking, lending, and digital financial services to members across Wisconsin. It offers deposit accounts—rewards checking, campus and youth accounts, savings, certificates, and IRAs—alongside mortgages, home equity loans and lines of credit, auto loans, student and personal loans, and Visa credit cards, accessible through branches or its mobile and online banking with Zelle transfers, credit-score monitoring, and card controls. Tied to the University of Wisconsin, it runs roughly 30 branches concentrated in the Madison and Milwaukee areas plus campus locations, and builds its own technology with an in-house team of engineers and developers. What sets UW Credit Union apart is its pairing of local decision-making with proprietary, in-house-built digital tools and financial-wellness education. The goal is to support members' whole financial journey across life stages.

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Headquarters

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Founded

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Simplify Jobs

Simplify's Take

What believers are saying

  • 2026 Q1 net income rose 104% to $20.7 million, strengthening capital.
  • Fiserv DNA brings APIs, workflow automation, and real-time processing for faster product launches.
  • Wealth management surpassed $1 billion AUM, adding higher-margin revenue beyond traditional lending.

What critics are saying

  • Fiserv DNA core migration in 2026 risks outages, delays, and member attrition.
  • Fee-light checking and overdraft caps squeeze revenue if rates fall or credit losses rise.
  • Broader growth ambitions, including Brookfield 2028 offices, increase execution risk against larger banks.

What makes UW Credit Union unique

  • Member-owned, Wisconsin-rooted, with 2026 Q1 assets of $6.6 billion and 392,000 members.
  • UW Credit Union keeps cutting fees; 2024 NSF eliminations and $5 overdraft caps attract members.
  • Partnerships with UW campuses, Brewers, and Universities of Wisconsin deepen local loyalty.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Assistance Program
  • Unlimited Paid Time Off
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • 401(k) Company Match

Company News

CUInsight
Sep 21st, 2026
UW Credit Union debuts new debit card designs in partnership with Wisconsin State Park System and Ice Age Trail Alliance.

UW Credit Union debuts new debit card designs in partnership with Wisconsin State Park System and Ice Age Trail Alliance. Promotional perks, including free park passes and Ice Age Trail maps, now available MADISON, WI (September 21, 2026) | UW Credit Union is turning everyday banking into a way to give back to Wisconsin's outdoor recreational spaces, launching two new custom debit card designs honoring the Wisconsin State Park System and the Ice Age National Scenic Trail. Available immediately, the new "Wisconsin Parks and Trails" cards feature iconic state landmarks: the sandstone bluffs of Big Bay State Park on Madeline Island and a glacially carved segment of the 1,200-mile Ice Age Trail. The new designs celebrate Wisconsin's heritage and serve as a daily visual reminder of what makes the state a great place to live. The initiative runs deeper than licensed artwork, injecting direct financial support to both organizations through the credit union's purchase of state park passes and trail maps. UW Credit Union will actively connect locals with Wisconsin's vibrant outdoor spaces by making those passes and maps available at no cost. Wisconsin State Park Passes: New members who open a checking account and choose either the Wisconsin State Park or Ice Age Trail card design will receive a free 12-month Wisconsin State Park Vehicle Admission Pass, a $28 value. Ice Age Trail Maps: Existing credit union checking members can access a free download of the Ice Age Trail map via their Rewards Snapshot when using the mobile app or digital banking. A unique code will be issued to the first 700 members who request a map. "A lot of what makes Wisconsin feel like home is right outside our doors, and we wanted to reflect that - not just as a design choice, but as an investment in the outdoor recreational spaces our communities love," said Anne Norman, chief marketing officer at UW Credit Union. "The idea sparked when I gifted state park passes to my children's teachers. The positive response stuck with me because a park pass isn't a generic gift card; it's an invitation to fully experience our state. These debit cards are a regular reminder to do just that." The featured landmarks were captured by Wisconsin photographers Michael Knapstein (WI State Park) and Cameron Gillie (Ice Age Trail). "Debit card art is a first for the Alliance," said Melissa Pierick, director of marketing and community relations at the Ice Age Trail Alliance. "We're excited that UW Credit Union is honoring the Trail, which is an amazing resource for the state. Hopefully, this card reminds people when they're running errands or at the grocery store that an incredible experience is waiting for them." The new artwork joins UW Credit Union's broader suite of exclusive card designs, which are an extension of members' shared roots and passions. New and existing members can select from more than 20 options, ranging from classic designs to campus themes. Those looking to swap their current design for a "Wisconsin Parks and Trails" card can do so via the mobile app or at any local branch. "These pocket-size representations of our shared roots help keep these spaces top of mind," said Missy VanLanduyt, recreation partnerships section chief at Wisconsin Department of Natural Resources. "UW Credit Union's focused investment creates an open invitation to members to enjoy a full year of Wisconsin state parks, forests and recreation areas." The Wisconsin State Park System is a self-funded program that relies on pass sales and camping reservations to operate; it does not receive tax funding. Those looking to get involved, volunteer or donate directly can visit the Wisconsin State Parks Friends Groups page or the Ice Age Trail Alliance website UW Credit Union is a growing, federally insured financial institution and a leading provider of a full range of financial services to University of Wisconsin communities, including on-campus banking services at six UW campuses. UW Credit Union's more than 900 employees serve the financial needs of 395,000 members through world-class technology systems and a convenient network of 36 branch locations and more than 100 ATMs. With assets approaching $7 billion, UW Credit Union is ranked nationally among the leading credit unions. Founded more than 90 years ago by members of the University of Wisconsin faculty and staff, UW Credit Union continues to operate as a nonprofit, member-owned financial cooperative with locations in the Madison, Milwaukee, Stevens Point, Green Bay, Oshkosh, Whitewater, and La Crosse areas. UW Credit Union is an Equal Opportunity Lender. Daily Credit Union News - Straight to Your Inbox Join thousands of credit union industry professionals who start their day with the latest news, events and technology supporting the credit union industry.

FF News
Aug 5th, 2026
UW Credit Union partners with Fiserv to accelerate growth via DNA core platform.

UW Credit Union partners with Fiserv to accelerate growth via DNA core platform. Quick summary. UW Credit Union is upgrading its technological foundation by selecting the DNA core platform from Fiserv to drive operational efficiency and member growth. This transition allows the credit union to leverage real-time account processing and an open architecture to deliver modern, seamless financial services to its 330,000+ members. How does the DNA core platform benefit UW Credit Union? The DNA core platform provides a modern, relational data model that allows UW Credit Union to view member relationships holistically rather than as siloed accounts. By utilizing real-time processing capabilities, the institution can ensure that member data is updated instantly across all channels, from mobile apps to branch locations. This shift is designed to improve operational efficiency by reducing manual workarounds and streamlining complex back-office workflows. * Open architecture for easy third-party integration. * 24/7 real-time transaction processing. * Scalable infrastructure to support future member expansion. What results does UW Credit Union expect from Fiserv? By partnering with Fiserv, UW Credit Union expects to accelerate product innovation and bring new digital features to market faster than previously possible. The DNA core platform serves as a flexible engine that can adapt to changing consumer demands and regulatory requirements. This technological leap is expected to enhance member satisfaction by providing a more intuitive and responsive banking experience. * Support for over 330,000 active members. * Reduction in technical debt through modernization. * Enhanced data analytics for personalized member services. Ff news take: This move by UW Credit Union to adopt the DNA core platform is a clear signal that mid-tier institutions are no longer content with legacy constraints. By choosing Fiserv, they are prioritizing agile digital transformation over maintenance. This partnership definitely moves the needle, proving that core modernization is the essential first step for any credit union serious about competing with national neobanks and large-scale incumbents.

Community Shares of Wisconsin
Jun 22nd, 2026
2026 Community Change-Maker Awards.

2026 Community Change-Maker Awards. Community Shares of Wisconsin will honor local social and environmental justice leaders. Madison, WI - On September 17, Community Shares of Wisconsin (CSW) will honor local leaders and organizations who are advancing social and environmental justice in its community. At a time when many organizations are shying away from diversity, equity, inclusion, sustainability, LGBTQ+ rights, and other social justice issues, Community Shares of Wisconsin and its 81 member nonprofits are proud to honor leaders who champion these causes and continue to do what is right. The annual Community Change-Maker Awards event is presented by UW Credit Union and will take place at The East Side Club in Madison. The public is invited to attend the event. Tickets purchased in support of this event help Community Shares award $6,000 in donations to the local nonprofits that nominated the winners. Tickets are a suggested donation of $50. To sponsor the event or purchase tickets, visit https://www.zeffy.com/en-US/ticketing/2026-community-change-maker-awards. Change-Maker award winners. Monique Minkens, nominated by End Domestic Abuse Wisconsin Winner of the Liesl Blockstein Community Leadership Award Monique embodies the essence of exceptional leadership and working at the grassroots level for social change. She is also the first Black Executive Director of End Domestic Abuse Wisconsin. Her work centering anti-oppression and structural change to combat domestic violence has added terrific value to the organization's work. Monique has also demonstrated her strong leadership by steering End Domestic Abuse Wisconsin through the recent changes in federal grant funding requirements and leading the organization to participate in a national lawsuit that has enabled End Domestic Abuse Wisconsin and coalition members to continue to serve immigrant and LGBTQ+ individuals. Through this joint lawsuit and work with sister coalitions, the entire national network of providers continues to serve the most vulnerable populations. Mikayla Sandin, nominated by RCC Sexual Violence Resource Center Winner of the Linda Sundberg Civil Rights Defender Award Mikayla Sandin has an unwavering commitment to advancing equity and justice for Indigenous communities and survivors of violence. As a Sexual Assault Advocate at The RCC, she leads and mentors a team of advocates serving UW-Madison, ensures survivors receive compassionate, survivor-centered support, and has been instrumental in expanding access to culturally responsive services for Indigenous survivors. Her work addresses systemic barriers that impact Indigenous survivors' access to safety, support, and justice. Recently, she organized a Missing and Murdered Indigenous Women (MMIW) workshop, creating space for connection, support, and dialogue around violence impacting Indigenous communities. In addition, she collaborates with sexual and domestic violence service providers statewide to increase awareness and advance advocacy efforts. Through her work, The RCC has increased visibility of Indigenous issues and continues to support meaningful change for survivors. Sandra Rivera, nominated by Nuestro Mundo, Inc. Winner of the Sally Sunde Family Advocate Award Sandra Rivera has been an essential member of the Nuestro Mundo Community School for over 15 years, serving as the school's only social worker and supporting over 300 students and their families every day. Her deep compassion, tireless advocacy, and boundless generosity make her a cornerstone of the school. She goes above and beyond to ensure that every student has what they need to be successful - including arranging for food to be sent home, finding transportation to medical appointments, and making home visits to build trust with families. She always listens closely to parents and offers creative and compassionate solutions. In addition to providing student counseling and teaching mindfulness, Sandra plans schoolwide events that promote kindness, inclusion, and respect. Her selflessness, humility, and passion for helping others makes her a shining example of what it means to be a true family advocate. CSW Collaboration award winners. PFAS Statewide Collaboration by Midwest Environmental Advocates, River Alliance of Wisconsin, and Wisconsin Conservation Voices Even at extremely low levels, exposure to PFAS (per- and polyfluoroalkyl substances) has been linked to an increased risk of cancer and other serious health problems. To take action on PFAS pollution, three Community Shares of Wisconsin member nonprofits - Midwest Environmental Advocates, River Alliance of Wisconsin, and Wisconsin Conservation Voices - collaborated on multiple public education and legislative advocacy campaigns. At the center of all the efforts has been the people living in communities most impacted by PFAS, where the water is not only undrinkable but often poisonous. The three CSW member nonprofits worked side-by-side with local advocates to learn about their experiences, listen to their needs, and follow their lead on messaging and policy solutions. In 2021, Midwest Environmental Advocates launched the #PFASFreeWisconsin campaign, raising awareness and building support for PFAS testing in public drinking water systems. That same year, River Alliance of Wisconsin's Clean Water Now referendum campaign allowed voters to show that clean water is a bipartisan priority for Wisconsinites. The three organizations worked together to help establish statewide PFAS standards in 2022. Wisconsin Conservation Voices continued the effort by advocating for funding to address PFAS contamination in 2023 and organized a Safe Drinking Water Act campaign in 2024. Together, the groups successfully pushed to strengthen PFAS standards in 2025 and 2026. In 2026, the collective efforts of these CSW member nonprofits, dozens of other nonprofits, and thousands of dedicated individuals resulted in two unanimously passed bills in the Wisconsin legislature. These victories are the direct result of the sustained grassroots movement to address PFAS. The bills provide $133 million in state funding for testing and remediation efforts and grant programs to treat or replace contaminated private drinking water wells. CSW lifetime achievement award Winner. Steve Starkey, nominated by OutReach LGBTQ+ Community Center Steve Starkey has been working in social justice organizations in Wisconsin since the 1980s and has been active with Community Shares of Wisconsin and many of its members for decades. He has helped lead four current or former CSW member nonprofits and has served on the board of Community Shares of Wisconsin since 1998. He even served on the development committee, with Linda Sundberg, that helped found the Community Change-Maker Awards. Steve has also been a long-time donor and volunteer with Community Shares of Wisconsin. In 1981, Steve helped found OUT! newspaper, a CSW member nonprofit and the first statewide LGBTQ+ publication. Steve was on the staff of Wisconsin Community Fund for 20 years and spent 12 years as Executive Director. During his tenure the fund awarded more than 750 social justice grants statewide, providing millions in funding including seed grants to CSW member nonprofits Freedom Inc., GSAFE, and Fair Wisconsin, plus several environmental and Indigenous rights groups. Steve co-founded the Social Justice Center in 2000 with Nan Cheney and served as the Vice President of the board through 2006. He also served as Board Treasurer for Citizen Action of Wisconsin, a former CSW member nonprofit, from 2000 to 2008. Steve served as co-chair of the GALVAnize pride parade committee from 1994 to 1998 and served as Grant Committee Co-chair for New Harvest Foundation, the LGBTQ+ fund for Dane County and a former CSW member nonprofit, from 1996 to 2002. Steve has been in his current role as Executive Director of OutReach LGBTQ+ Community Center, a CSW member nonprofit, since 2006. During his tenure the center has grown exponentially and now has a staff of 17 and a budget of $2 million. Photos and extended bios of award winners are available upon request. The Community Change-Maker Awards event is generously presented by UW Credit Union. Since 1971, Community Shares of Wisconsin and its members have worked together to advance social justice and protect the environment in Wisconsin. Together they envision a future where people come together to ensure every member of its community is safe, healthy, and able to thrive.

WisBusiness
Apr 29th, 2026
UW Credit Union: welcomes new chief financial officer.

UW Credit Union: welcomes new chief financial officer. MADISON, Wis. (April 29, 2026) - Joe Liethen joins UW Credit Union as its new executive vice president and chief financial officer (CFO), effective today. In this executive leadership role, Liethen will oversee all financial operations for the Wisconsin-based $6.5 billion financial institution. Liethen joins UW Credit Union with an extensive financial services background, most recently serving as the CFO at Marine Credit Union. Before that, he held multiple leadership positions at Kohl's Department Stores, spanning finance, loss prevention and store operations. "Welcoming Joe to our organization during this vital period of growth is a testament to his expertise," said Paul Kundert, president and CEO of UW Credit Union. "Throughout his career, Joe has demonstrated strong business judgment, a thoughtful, member-focused approach and a collaborative leadership style that aligns with our mission and long-term strategic direction." As CFO, Liethen will serve as a member of the executive leadership team, helping support the credit union's continued emphasis on member value, financial strength and growth. "I'm honored to join UW Credit Union at a time when the organization is both financially strong and thoughtfully positioned for the future," Liethen said. "UW Credit Union has a clear mission, a strong values-based culture and a long track record of disciplined growth. I'm excited to work alongside the leadership team to continue building a resilient financial foundation that supports members, employees and the communities we serve." Liethen succeeds Brad McClain, who announced in 2025 his plans to retire from the CFO position after an impressive 23-year tenure with the credit union. Since 2003, McClain has steadily grown the organization's financial strength, helping guide the organization through the Great Recession, a prolonged period of near-zero interest rates, pandemic-driven market disruptions and more recent interest-rate increases. McClain will continue with UW Credit Union in a new role overseeing the organization's real estate development projects. Liethen is a graduate of the University of Wisconsin-Madison, where he earned a master's degree in business administration, and the University of Wisconsin-Milwaukee, where he earned an accounting degree. He is also a licensed certified public accountant in the state of Wisconsin. Liethen serves on the Member Advisory Committee for the Federal Home Loan Bank of Chicago and is an industry leader on the American Institute of Certified Public Accountants (AICPA) Planning Committee for credit unions. About UW Credit Union UW Credit Union is a growing, federally insured financial institution and a leading provider of a full range of financial services to University of Wisconsin communities, including on-campus banking services at six UW campuses. UW Credit Union's more than 900 employees serve the financial needs of 385,000 members through world-class technology systems and a convenient network of 36 branch locations and more than 100 ATMs. With over $6 billion in assets, UW Credit Union is ranked nationally among the leading credit unions. Founded more than 90 years ago by members of the University of Wisconsin faculty and staff, UW Credit Union continues to operate as a not-for-profit, member-owned financial cooperative with locations in the Madison, Milwaukee, Stevens Point, Green Bay, Oshkosh, Whitewater, and La Crosse areas. UW Credit Union is an Equal Opportunity Lender.

WXOW
Mar 24th, 2026
Universities of Wisconsin partner with UW Credit Union to educate the public about A.I.

Universities of Wisconsin partner with UW Credit Union to educate the public about A.I. LA CROSSE Wis. (WXOW) - The Universities of Wisconsin partnered with UW Credit Union to launch a new AI learning program designed to educate students and residents across the state. The program is called AI Skills Access Passport or ASAP. It features seven modules covering a wide variety of AI topics and aims to ensure users understand both the benefits and risks of artificial intelligence. The time-friendly format allows people outside the Universities of Wisconsin to explore AI and decide whether they want to continue learning about the software. "It's a starting point. And our goal is to educate people. And then allow people to make their own decisions about, is it good, is it not? How should it be used? All we're trying to do is educate them so that they understand some of the basic principles," said Jay Rothman, Universities of Wisconsin president. Those interested in learning more about the AI learning tool can visit wisconsin.edu. Watch more on WXOW wherever you are There are plenty of ways to get the latest content from WXOW. You can find us on Roku, Fire TV, Apple TV and other smart TV platforms so you can watch us anytime! Enjoy livestreaming newscasts or replays of our latest news along with some of our signature content such as the Jefferson Awards plus the latest weather and local sports.

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