Role: Data Reporting Analyst
Location: Dolores Park CA Onsite
Duration: 23 month potential to extend or convert
- Product Performance Dashboard: Design and implement an interactive dashboard that tracks key performance indicators (KPIs) for our various financial products. This will involve working closely with the product team to identify relevant metrics and creating a userfriendly interface for stakeholders and partners to monitor product performance in realtime.
- Customer Segmentation Analysis: Develop a comprehensive customer segmentation model using transaction data demographic information and product usage patterns. This project will involve collaborating with marketing and product teams to identify key segments and create targeted strategies for each group.
- Cost of Funds Optimization: Collaborate directly with the head of finance to analyze our funding sources capital allocation and risk profiles. Develop a datadriven model to optimize our cost of funds with a direct impact on our bottom line and profitability!
- Regulatory Reporting Automation: Partner with the finance and compliance teams to streamline and automate regulatory reporting processes. This project will involve optimizing data pipelines creating automated reports and ensuring data accuracy for compliance purposes.
- Fraud Detection System Enhancement: Work with the compliance and operations teams to improve our existing fraud detection system. Analyze historical fraud patterns develop new features and influence the execution to increase the accuracy of fraud prediction while minimizing false positives.
Key Responsibilities:
- Collaborate with marketing finance product compliance and operations teams to identify data needs and provide analytical support
- Design develop and maintain complex SQL queries and databases to extract transform and analyze large datasets
- Create clear compelling data visualizations and presentations to communicate insights to both technical and nontechnical stakeholders
- Identify trends patterns and anomalies in financial and user behavior data to inform strategic decisions
- Monitor and ensure data quality within the data warehouse troubleshooting and resolving issues as needed.
- Create reporting dashboards and monthly financial reports using SQL and data tools such as Mode and Looker.
Requirements:
- Bachelors degree in Statistics Mathematics Computer Science or a related field
- 5 years of experience in data analysis preferably in the fintech or financial services sector
- Expertlevel proficiency in SQL and data modeling
- Strong storytelling skills with the ability to translate complex data into actionable insights
- Proficiency in data visualization tools (e.g. Tableau Power BI)
- Experience with statistical analysis and programming languages such as Python or R
- Excellent communication and interpersonal skills with the ability to work effectively across teams
- Strong problemsolving skills and attention to detail
Nice to have:
- Masters degree in Mathematics Statistics Economics Engineering or a related technical field
- Experience with data engineering concepts and tools (e.g. ETL processes data warehousing)
- Familiarity with cloud platforms like AWS or Google Cloud
- Knowledge of machine learning techniques and their applications in fintech