Sr. Portfolio Data Analyst
Core
Own product monitoring for credit risk, payments, and usage; build executive dashboards and forecasting frameworks to measure financial drivers and portfolio metrics.
Role type
Senior IC portfolio data analyst (financial services)
Builds
Dashboards for executive consumption, forecasting and projections framework for portfolio metrics, reliable product tapes for joint partner utilization
Domain
Fintech, Credit Cards, Loans, Financial Services
Deliverable
dashboards & analysis
Required skills
SQL, Python/R/SAS, Time series forecasting, Financial data accuracy, General Ledger reconciliation, Variance analysis, KPI monitoring, Scenario testing (via careerplan.io/jobs/37-001-45-071-sr-portfolio-data-analyst-at-sunbit)
Preferred skills
Tableau/Sigma, Credit card/loan domain expertise, Long-term strategic thinking
Responsibilities
Conduct rigorous checks on loan and credit card performance metrics; Build dashboards for executive consumption that measure actuals against the forecast; Prepare & present material for executives and answer complex data inquiries from external investors/lenders; Perform ad-hoc RCA and remediation analysis; Reconcile General Ledger records with product tapes and trace payment flows; Support FP&A and Accounting by validating forecasts and explaining variance discrepancies.
Seniority
Senior, hands-on IC
