Business Intelligence & AI Reporting Analyst

The Cooperative Finance Association (CFA) is a member-owned cooperative that provides innovative financial solutions to agricultural cooperatives and agribusinesses. We leverage cutting-edge financial technology and data-driven insights to support the success of our members and stakeholders. Our commitment to technology-driven solutions ensures that we stay at the forefront of financial services innovation while maintaining strong cooperative values.

We offer competitive benefits including a defined benefit retirement plan and annual incentive bonus program that has paid out more than 23 percent of employees’ compensation for the past five years.

Position Overview:

This is a unique opportunity for an analytically driven professional to develop expertise in both business intelligence (BI) reporting and AI-assisted data analytics in a secure, monitored AI environment.

While prior experience with all technologies listed below is not required, this role is ideal for someone with a strong foundation in data analytics, reporting, and business technology who is eager to learn advanced AI concepts, secure computing, and next generation reporting techniques.

As part of a mentorship-driven team, this role will receive direct guidance from the CTO and BI leadership, gaining hands-on exposure to cutting-edge AI tools, federated learning, and retrieval-augmented generation (RAG) frameworks in a structured, learning-focused environment.

Key Responsibilities

Business Intelligence & Reporting (50%)

·        Develop and optimize reports using tools like Power BI, Microsoft Fabric, Tableau and SQL-based analytics.

·        Extract and analyze data from Field Finance (Salesforce-powered; SOQL, Apex, API integrations).

·        Improve data pipelines, dashboards, and automation workflows for decision-making.

·        Ensure data quality, security, and compliance with CFA and SAFE AI guidelines.

AI Room & Data Intelligence (50%) (No AI/ML expertise required - training will be provided)

·        Assist in modeling agentic AI analytics tools for querying archived loan and financial data.

·        Launch leading-edge financial services solutions with RAG to gain real-time context

·        Gain exposure to prompt engineering, token diversity, top-p sampling, and beam search for AI-generated insights.

·        Support confidential computing and federated learning for secure AI practices and advanced General Intelligence agents

·        Collaborate on domain-specific AI agents, transforming general AI models into business-focused tools to support staff

Minimum Qualifications:

·        Bachelor’s degree in Statistics, Mathematics, Economics, Actuarial Sciences or equivalent of relevant work experience.

·        3-5 years in BI/analytics roles (preferably in banking, fintech, ag lending, or credit analysis).

·        Strong experience with Power BI, Tableau, SQL, SOQL, and Salesforce (Field Finance).

·        Comfort with APIs, APEX, or Python (or willingness to learn).

·        Familiarity with Azure, secure computing, and AI-driven reporting techniques (training provided).

·        A natural curiosity and willingness to explore new technologies in AI-assisted BI.

Why Join CFA?

·        Mentorship-Driven: Direct learning opportunities from the CTO and leadership team.

·        Hands-On AI Exposure: Work in a secure AI room with cutting-edge analytics tools.

·        Growth-Oriented: Gain skills in AI, federated learning, RAG, and advanced reporting.

·        Industry-Relevant Experience: Work at the intersection of finance, fintech, and AgTech.

Preferred Certifications (Not Required—Can Be Earned on the Job!)

·        Microsoft Certified: Power BI Data Analyst Associate.

·        Azure AI Engineer Associate.

·        Salesforce Platform Developer I (or equivalent SOQL/APEX experience).

Please submit questions or resumes to cfacareers@cfafs.com.