Reporting & Business Intelligence (BI) Analyst
Reporting & Business Intelligence (BI) Analyst
Position SummaryThe Reporting & BI Analyst develops recurring and ad hoc analytical products supporting lender-performance monitoring, portfolio oversight, credit-risk analysis, and executive reporting. This position performs data analysis, validates reporting outputs, develops KPIs, and provides decision-support insights to stakeholders. This position is hybrid and reports to the Program Manager. Key Responsibilities
Position SummaryThe Reporting & BI Analyst develops recurring and ad hoc analytical products supporting lender-performance monitoring, portfolio oversight, credit-risk analysis, and executive reporting. This position performs data analysis, validates reporting outputs, develops KPIs, and provides decision-support insights to stakeholders. This position is hybrid and reports to the Program Manager. Key Responsibilities
- Produce recurring and ad hoc reporting products.
- Analyze lender performance, portfolio trends, peer-group comparisons, and emerging risks.
- Develop reporting methodologies, KPIs, and analytical frameworks.
- Validate calculations, transformations, business rules, and reporting outputs.
- Prepare executive briefings and analytical summaries.
- Support data quality management, reconciliations, and performance monitoring.
- Coordinate with stakeholders to refine reporting requirements and analytical products.
- Maintain reporting documentation, production schedules, and reporting inventories.
- Bachelor's degree in Finance, Economics, Statistics, Data Analytics, Business Intelligence, Mathematics, Accounting, or related field.
- 6-9 Years of applicable experience is required
- SQL and advanced data analysis.
- Tableau dashboard development and reporting.
- Advanced Microsoft Excel.
- Data warehousing and business intelligence concepts.
- AWS Glue and ETL processing.
- AWS Cloud and Amazon S3 data environments.
- Statistical analysis and trend modeling.
- Data visualization and reporting automation tools.
- Experience working with structured and unstructured datasets.
- SBA 7(a), 504, lender oversight, or loan-servicing programs.
- Credit-risk analysis, lender monitoring, and portfolio management.
- ETRAN, ELIPS, CAFS, Experian, S&P financial datasets, or comparable financial-services data environments.
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