We are seeking a detail-oriented and analytical Data Analyst to join our team. This role supports strategic decision-making by transforming complex financial data into actionable insights. The ideal candidate will have a strong background in data analysis within financial services and a passion for uncovering trends that drive business performance.

Duties and Responsibilities

• Leverage large datasets to uncover actionable insights that drive financial performance and strategic decision-making.
• Track campaign performance by building and maintaining dashboards to monitor KPIs like CTR, conversion rates, and ROAS.
• Analyze customer behavior and campaign performance data to identify opportunities for improving recapture rates and enhancing customer retention strategies.
• Collaborate with FP&A to develop a profitability optimization scoring model that ensures efficient allocation of marketing spend and maximizes return on investment.
• Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
• Demonstrate strong communication and presentation skills by conveying new ideas, understanding implementation challenges, and effectively articulating insights to performance managers, operations staff, and senior leadership.
• Maintain a working knowledge of existing business processes and reporting.
• Performs related duties as assigned by management.

Qualifications and Education Requirements

• Bachelor’s Degree in an analytical or quantitative discipline, or related STEM field.
• Graduate degree preferred.
• 3+ years of experience as a data analyst in a financial environment.

Skills, Abilities, and Knowledge

• Strong business communication skills with an ability to work well in a collaborative environment.
• Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
• Advanced proficiency in Excel (including pivot tables, formulas, and data visualization), SQL, and tools such as Power BI or Tableau.
• Experience with Python or R for data manipulation and analysis is a plus.
• Prior work experience performing business, data, and/or statistical analysis is a plus.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.