Sr. Data Analyst (Investor Analytics)

As a Sr. Data Analyst, Investor Analytics you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. This person must have excellent analytical capabilities in order to create accurate, thoughtful, clear recommendations that drive how we manage our business. Statistical Analysis, data mining, Advanced Excel, SQL skills, effective communication skills, an entrepreneurial and proactive approach, exceptional time management and an ability to comfortably work with senior management are also critical for success in this role.

What you’ll do:

• Develop and implement business improvements, including:
  • Produce month and quarter ending investor reporting for Capital Markets and Accounting teams
  • Create risk vs. return analyses to aid potential investors in understanding our loan performance thereby driving investor demand
  • Establish actuals vs. forecast performance tracking and identify areas of growth,  areas where performance is lagging, and where a forecast refresh is required
  • Provide real time analysis of our loan portfolio and new loan originations to identify and understand items that could substantially impair portfolio returns
  • Create Competitive Intelligence Benchmarking to understand how our Securitizations are performing relative to the competition
  • Automate manual tasks thereby reducing human error and freeing up time for additional analyses
  • Collaborate with Capital Markets, Accounting, Credit Risk, and other areas to bring insights and create proposals to improve performance and tracking
  • Present findings and proposals to VP level Executives 
• Leverage combination of following to drive actionable business insights: Financial modeling, SQL, hypothesis testing, statistical analysis and forensic analysis
• Develop PowerPoint presentations that summarize your analysis and your recommendations.    
• Play an active role to drive your proposals all the way into implementation – you will be required to be hands on to make this happen and ensure your proposals deliver desired business results.

What you’ll bring:

• 5+ years of experience in data science, quantitative business analysis, and/or statistical analysis
• Master’s or Bachelor’s Degree in Engineering, Scientific field, Finance, or Accounting
• Self-starter with the ability to work efficiently under direction of manager
• Experience leveraging PowerPoint to outline analytic results and make proposals
• Understanding of how to leverage regression analysis and decision trees to prove merits of a proposed improvement
• Strong SQL and MS Excel skills
• Strong Tableau (or similar data visualization software) skills
• Understanding of decision trees, segmentation, regression and other intelligent decision models used to analyze customer response behaviors, interaction patterns and propensity
• Minimum level of Math coursework: Statistics 1 (math problem solving skills required)

Preferred skills:

• Prior experience in one or more of more of: business analysis or consulting
• Advanced SQL querying skills
• Advanced Tableau skills for developing business reports
• Coursework in Statistical Programming, Simulation, Regression
• Lending Industry Experience
• Knowledge of and ability to interpret Probability Distributions, Hypothesis Testing, Regression techniques like Logistic Regression, Confidence Intervals

Achieve well-being with:

• Hybrid and remote work opportunities
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect with other employees through our six employee resource groups

We are proudly offering hybrid options in the Phoenix, AZ metro market as well in San Mateo, CA. In other locations throughout the country we offer work from home in the following states: 

Salary Range: $115,000 to $140,000 annually + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.

Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.