Data Analyst focused on strategic data analysis for Customer Success at Sizebay. Enhancing customer operations by clarifying complex data into actionable insights.
About the role
- Data Analyst II responsible for analyzing loan portfolios and payment trends within a finance team. Utilizing SQL and Power BI to develop analytics solutions and insights for business decisions.
Responsibilities
- Analyze loan portfolios, payment trends, and financial performance metrics
- Develop analytics solutions to provide insights into premium finance receivables, risk assessment, collection performance, and revenue optimization
- Collaborate with business leaders to improve decision making and company performance
Requirements
- Bachelor's degree in Data Analytics, Finance, Computer Science, Statistics, Mathematics, Information Systems, Business Analytics, Economics, or a related field
- 2-4 years of professional experience in data analysis, business intelligence, or financial analytics role
- Advanced proficiency in writing SQL queries
- Strong experience creating interactive dashboards, reports, and visualizations using Power BI, DAX, and Power Query
- Advanced skills in Excel including pivot tables, INDEX/MATCH, financial formulas, and data analysis tools
- Solid understanding of statistical concepts, financial metrics, data modeling, and analytical problem-solving
- Understanding of financial statements, lending operations, and key performance indicators in the finance industry or insurance industry
Benefits
- Performance metrics review
- Data modeling
- Operational efficiencies improvement
- Financial planning support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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