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

• 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

Technical Skills

• 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.

Preferred Experience

• 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.

$100.00