Financial Data Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Financial Data Analyst supporting Koalafi’s lease-to-own financing through forecasting, portfolio analytics, and capital markets analysis. Building models and dashboards that guide pricing, funding, and strategic decisions.
Responsibilities:
- Build merchant- and product-level unit economics and net cash flow analysis for pricing, growth, and capital allocation decisions
- Use SQL and large operational datasets to build data models, dashboards, and self-serve reporting
- Support monthly financial review materials and ad-hoc executive analyses
- Monitor competitor and market performance and synthesize business implications
- Support quarterly Outlook forecasts and the annual budget and plan
- Maintain corporate forecasting model components covering payment behavior, delinquency roll rates, and charge-offs
- Develop scenario and sensitivity analyses and stress-test liquidity positions
- Analyze budget and outlook variances and communicate drivers to senior leadership
- Support management of asset-backed debt facilities, covenant compliance, borrowing base reporting, draws, and repayments
- Prepare investor and lender communications, portfolio analyses, and investor meeting materials
- Develop credit performance forecasts to inform funding strategy and capital planning
- Research capital markets trends, funding innovations, and peer strategies
- Partner with Risk, Accounting, Sales, and Operations teams on forecasts, metrics, and reporting logic
- Improve processes, automate workflows, and use modern tooling including AI to increase analysis speed and accuracy
Requirements:
- Bachelor’s degree in Finance, Economics, Business, Engineering, or a quantitative field
- 2–5 years of experience in FP&A, strategic finance, data/business analytics, investment banking, capital markets, or financial services analytics
- Strong financial modeling and forecasting skills
- Advanced Excel proficiency
- Proficiency in SQL and experience with large, complex datasets
- Ability to support multiple senior stakeholders and prioritize competing workstreams
- Meticulous attention to detail and focus on data integrity
- Excellent written and verbal communication skills
- Ability to work in a fast-paced environment with ambiguous problems and evolving priorities
- Preferred: experience in consumer finance, particularly subprime or non-prime lending
- Preferred: foundational knowledge of asset-backed lending, securitization, and debt capital markets
- Preferred: Python experience for financial analysis and forecasting
- Preferred: experience using BI tools such as Tableau to build dashboards and track KPIs
- Preferred: experience applying AI tools to accelerate analysis and reporting
Benefits:
- Company bonus plan eligibility
- Comprehensive medical, dental, and vision coverage
- 20 PTO days + 11 paid holidays
- 401(k) retirement with company matching
- Student Loan & Tuition Reimbursement
- Commuter assistance
- Parental leave (maternal + paternal)
- Inclusion and Associate Engagement Programs
Similar Jobs
Commercial Analytics Manager, Western US
Commercial Analytics Manager providing BI insights for Palm Bay International’s imported wine and spirits portfolio. Driving sales planning, opportunity analysis, and data adoption across Western US field teams.
Commercial Analytics Manager
Commercial Analytics Manager translating wine and spirits sales data into growth opportunities for Palm Bay International. Supporting sales leaders with Power BI insights, market analysis, training, and executive presentations.
Quantitative Analyst
Quantitative Analyst researching and back-testing digital-asset investment strategies for 3iQ, an alternative digital asset manager. Supporting portfolio construction, risk analysis, and QMAP investment processes.
Finance Data Analyst
Remote Finance Data Analyst unifying Sauce's financial data stack for its commission-free restaurant delivery platform. Improving reporting accuracy, KPI tracking, forecasting, and automated decision-making.
Staff Accountant, Data Analyst
Staff Accountant and Data Analyst supporting Osceola Medical Center's hospital finance and business intelligence. Building reports, dashboards, forecasts, and KPIs for data-driven healthcare decisions.
Commercial Analytics Manager – Western US
Commercial Analytics Manager providing business intelligence for Palm Bay International’s U.S. wine and spirits sales division. Turning syndicated and commercial data into actionable insights, tools, and executive recommendations.
Commercial Analytics Manager
Commercial Analytics Manager translating complex wine and spirits data into actionable sales insights for Palm Bay International. Supporting U.S. divisional leaders through Power BI, opportunity analysis, training, and performance-to-plan collaboration.
Analytics Manager – Strategic Accounts
Analytics Manager guiding category strategy for Palm Bay International, a major importer of wines and spirits. Delivering shopper insights, reporting, and growth recommendations for strategic retail accounts.
HR Data Analyst – RPO
HR Data Analyst improving workforce analytics and HR processes for ManpowerGroup’s technology-platform client. Building dashboards, auditing HR data, and processing employee changes in Workday and related systems.
Commercial Analytics Manager
Commercial Analytics Manager delivering BI insights for Palm Bay International’s imported wine and spirits portfolio. Supporting sales leaders with Power BI, opportunity analysis, and data-driven growth recommendations.
Analytics Manager, Strategic Accounts
Analytics Manager leading category insights for Palm Bay International, an importer of wines and spirits. Driving strategic account growth through data analysis, reporting, and customer collaboration.
Commercial Analytics Manager, Western US
Commercial Analytics Manager delivering Power BI and syndicated-data insights for Palm Bay International’s imported wine and spirits portfolio. Supporting sales growth across the Western US division.
Commercial Analytics Manager
Commercial Analytics Manager translating wine and spirits data into actionable sales insights for Palm Bay International. Supporting performance-to-plan, opportunity analysis, Power BI tools, and market-specific training across the Central US division.
Analytics Manager, Strategic Accounts
Analytics Manager delivering category insights and growth strategies for Palm Bay International’s imported wines and spirits portfolio. Partnering with sales, distributors, and retailers to improve volume and profit performance.
Senior Project Leader – Government Data Analytics Program Manager
Part-time program leader transforming a data analytics proof of concept into Florida’s multi-agency Decision Intelligence Platform. Governing 15 deliverables and executive sign-offs.
Lead Quantitative Analyst – Customer Lifecycle, Retention
Lead quantitative analyst driving customer conversion, retention, and recapture analytics. Improving revenue and profit for AmeriSave, an online mortgage lender, through T-SQL and experimentation.
Program Manager – Analytics
Program Manager leading complex healthcare programs and analytics for Ibility, a government-focused human-centered design consultancy. Overseeing VHA data analysis, performance reporting, dashboards, risks, and stakeholder delivery.
Director, Revenue Strategy, Data & Analytics
NetBrain, a no-code network-automation platform company, seeks a revenue strategy director. Owning SaaS planning, forecasting, data science, and AI-enabled GTM analytics.
Analista de Dados Pl - TI
Analista de Dados Pleno garantindo qualidade, auditoria e performance de dashboards para o Grupo CVLB, varejista brasileiro. Administrando Power BI Service, validando dados no BigQuery e colaborando com Engenharia de Dados.
Data Analyst
Data Analyst driving analytics for Sezzle’s interest-free installment fintech platform. Building SQL reports, dashboards, Python workflows, and actionable insights across business teams.