Business Analyst I - Financial Forecasting
About The Position
The Analyst I will support cross-functional teams—particularly Accounting and Finance—by delivering financial analytics centered on building and maintaining financial curves that illuminate customer lifecycle performance. This role requires strong SQL skills and a high level of attention to detail to generate accurate loss curves, revenue curves, and cohort performance views used throughout the organization. The Analyst I will leverage these curves to enhance customer segmentation, performance monitoring, and reporting, while collaborating across departments to provide clear, data-driven insights that guide strategic and operational decisions.
Requirements
- Bachelor’s degree in a quantitative or analytical field (e.g., Statistics, Business/Economics, Mathematics, Data Science, Engineering).
- Working knowledge of SQL with the ability to query and manipulate large datasets.
- Proficiency with Excel, including formulas, lookups, and data analysis functions.
- Strong attention to detail and a proactive, problem-solving mindset.
- Ability to communicate analytical findings clearly to both technical and non-technical audiences.
- Ability to work collaboratively across Accounting, Finance, Risk, and Operations.
Nice To Haves
- Experience in an analytics, reporting, or financial performance role.
- Familiarity with a programming language such as Python or R for data manipulation.
- Basic understanding of data visualization tools (e.g., Tableau, Power BI).
- Exposure to financial services, lending, portfolio analysis, or customer segmentation.
Responsibilities
- Attend stakeholder meetings to understand reporting needs and provide data-driven insights.
- Build, update, and maintain recurring reports to monitor key business and financial performance metrics.
- Perform ad-hoc analyses to answer operational, financial, and strategic questions, delivering clear and actionable findings.
- Convert existing point estimates of loss and revenue into cumulative loss curves, revenue curves, and cohort performance views.
- Maintain and enhance curve-generation logic to ensure consistency and accuracy across customer segments and portfolios.
- Use curve outputs to support customer segmentation, variance analysis, and performance tracking.
- Compare actual performance against expected curve values and identify drivers of deviations.
- Collaborate with cross-functional teams—including Accounting, Finance, Risk, and Operations—to ensure alignment on metrics, assumptions, and reporting requirements.
- Assist in data quality checks and validation to ensure accuracy of reporting and curve calculations.
- Design and maintain dashboards that present key financial and performance indicators for management review.
- Communicate analytical findings clearly to both technical and non-technical audiences to support informed decision-making.
- Ensure timely delivery of all reporting, analytics, and curve updates.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
