Financial Data Analyst supporting FP&A and data analytics for forecasting and reporting at First Help Financial. Involving data ownership, automation, and analytical rigor for strategic decisions.
Responsibilities
Support budgeting, forecasting, and variance analysis with loan- and portfolio-level data.
Assist in preparing board and investor reporting, ensuring financial narratives are supported by accurate data.
Partner with FP&A leadership on financing and capital-related analysis, including collateral performance and funding metrics.
Help translate portfolio performance into clear financial implications.
Design, maintain, and validate the loan collateral dataset across internal systems and third-party structured finance platforms.
Write and maintain SQL queries to extract, reconcile, and aggregate data from multiple source systems.
Own data quality checks, reconciliations, and controls to ensure datasets are audit- and investor-ready.
Partner with Strategy & Analytics to define single sources of truth for portfolio and financial reporting.
Standardize and automate recurring FP&A and investor reports using SQL, Excel, and scripting tools.
Build scalable analytical workflows that reduce manual effort and improve reporting speed and accuracy.
Analyze portfolio trends including yield, losses, prepayments, delinquencies, and macroeconomic impacts.
Convert complex financial and portfolio data into insights leadership can act on.
Requirements
Bachelor’s degree in Finance, Economics, Accounting, Business Analytics, Data Science, or related field.
5+ years of experience working with large datasets including querying, validating, and reconciling data using SQL.
2+ years of experience in FP&A, finance, accounting, or structured finance, or strong exposure to financial reporting.
Strong ability to translate data and technical concepts into clear financial insights.
Demonstrated experience turning business questions into structured analytical solutions.
Strong verbal and written English language skills.
Preferred (But Not Required): Experience in auto finance, consumer lending, or structured finance.
Exposure to BI tools or cloud data platforms (Snowflake, Sigma, Power BI, Tableau).
Familiarity with loan-level data, amortization, or collateral reporting.
Experience with Python, R, or SAS for data manipulation or automation.
Benefits
Great Perks – We offer generous salaries, social activities, monthly lunches, and a robust employee recognition and talent development program to enhance your career with us.
Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
Growth - Company growth provides unprecedented career growth. FHF’s extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone, and we have a proven record of investing in *you*.
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