Project Analyst

Exciting Opportunity at Orange County's Credit Union

Project Analyst

CREDIT UNION’S PURPOSE : Simple Banking. For People, Not Profit.

CREDIT UNION’S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun

Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing.

Generous Benefits Including

• Anthem Vivity HMO & Delta Care USA Dental - Orange County's Credit Union (OCCU) covers 100% of the associates' monthly premium
• Life insurance at no cost to employee.
• 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
• Vacation hours – 13 days per year and rolls over year to year, and increases with tenure
• Sick hours – 7 days per year and rolls over year to year
• Paid Holidays – 11 days per year plus 3 partial days
• Annual performance merit increases
• Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
• Annual discretionary bonus
• Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service.
  
  

Position Summary

The Project Analyst will play a critical role within the Project Management Office (PMO), supporting the successful delivery of projects through business analysis, requirements gathering, data analysis, reporting, and coordination. This position will also provide direct support to the Chief Strategy and Growth officer on a variety of high-priority initiatives, including ad-hoc analysis, strategic presentations, and special assignments. The ideal candidate is detail-oriented, analytical, and capable of juggling multiple tasks in a fast-paced environment while maintaining a strategic perspective.

Essential Functions

Key Responsibilities:

• Assist in the planning, execution, and tracking of projects within the PMO portfolio, ensuring alignment with organizational goals and timelines.
• Perform business analysis activities, including requirements gathering, stakeholder interviews, and documentation of business needs and functional specifications.
• Analyze business processes and workflows to identify improvement opportunities and assist in the development of streamlined solutions.
• Translate business requirements into clear, actionable user stories or project deliverables in collaboration with cross-functional teams.
• Support strategic initiatives for the Chief of Strategy through research, data analysis, competitive intelligence, and executive-level presentation development.
• Create and maintain high-quality documentation, including business requirement documents (BRDs), process maps, decision logs, and user guides.
• Prepare dashboards, status reports, and presentations for senior leadership, synthesizing complex data into clear and actionable insights.
• Maintain and administer the PMO SharePoint site; organize content, manage access, and implement enhancements to improve usability and collaboration.
• Identify and implement automation opportunities using tools such as Power Automate, Excel macros, or SharePoint workflows to enhance efficiency.
  
  

Coordinate project meetings, document meeting minutes, track follow-ups, and support cross-functional communication across teams

Qualifications And Experience

Experience/ Training/ Education:

• Bachelor’s degree in Business Administration, Project Management, Information Systems, or related field.
• 2–4 years of experience in a Project Analyst, Business Analyst, or similar role within a PMO or strategic environment.
  
  

Key Competencies

• Strong analytical, organizational, and communication skills.
• Experience with SharePoint administration and automation tools is a strong plus.
• Familiarity with project management tools (e.g., MS Project, Smartsheet, ClickUp) and methodologies (Agile, Waterfall).
• Ability to work independently, manage multiple priorities, and maintain confidentiality when working with strategic initiatives
  
  

Knowledge/ Skills/ Abilities

• Strong knowledge of business analysis techniques, including requirements elicitation, process modeling, and gap analysis.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), with strong Excel skills and experience building executive presentations.
• Experience with SharePoint administration and automation tools (e.g., Power Automate) is a strong plus.
• Familiarity with project management tools and methodologies (Agile, Waterfall, hybrid approaches).
• Excellent communication and interpersonal skills with the ability to engage and influence stakeholders at all levels.
• Strong analytical thinking, problem-solving abilities, and attention to detail.
• Exceptional professional verbal / written skills with strong presentation skills
• Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to handle multiple priorities with excellent organizational skills
• Ability to create and maintain accurate reliable records.
• Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills helpful.
• Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively.
• Ability to interface in with others in a positive and professional manner.
• Goal-oriented with a desire to work in a fast-paced and results-driven environment.
• Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment
  
  

The targeted hourly rate range is $23.63 per hour to $29.53 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills.

We perform thorough background and credit check. EOE