Sr. Portfolio Data Analyst
Core
Own product monitoring and financial data accuracy for credit risk, payments, and usage metrics to support capital markets, FP&A, and accounting.
Role type
Senior IC portfolio data analyst (financial services)
Builds
Dashboards for executive consumption, forecasting frameworks, and reliable product tapes for joint partner utilization
Domain
Fintech, credit risk, portfolio analytics
Deliverable
dashboards & analysis
Required skills
SQL, Python/R/SAS, time series forecasting, financial services domain knowledge (credit cards/loans), data reconciliation, variance analysis (via careerplan.io/jobs/37-001-45-071-sr-portfolio-data-analyst)
Preferred skills
Tableau/Sigma, scenario testing, lender negotiation support
Responsibilities
Build dashboards measuring actuals against forecast; conduct rigorous checks on loan/credit card performance metrics; perform ad-hoc root cause analysis and remediation; reconcile General Ledger records with product tapes; validate forecasts and explain variance discrepancies; support simulation of portfolio covenants; prepare material for executives and external investors.
Seniority
Senior, hands-on IC
