Senior Data Analyst

Senior Data Analyst

The Senior Data Analyst supports cross-functional teams across the organization by delivering data, reporting, and insights that drive risk management, credit policy, profitability, and decision-making throughout the lending lifecycle. This role partners with stakeholders across underwriting, servicing, collections, finance, and leadership to monitor portfolio performance and drive business decisions through data-driven insights and analytics. The ideal candidate brings strong analytical and critical thinking skills within lending or financial services, advanced SQL expertise, and the ability to translate complex data into clear, actionable recommendations.


** This role is not eligible for visa sponsorship. All applicants must be authorized to work for any employer in the US.

Responsibilities:

• Analyze loan, customer, and portfolio data to identify trends, segments, and performance drivers that support credit and business objectives
• Write and optimize SQL queries to extract and analyze large datasets for reporting and insights
• Support underwriting, servicing, and collections teams with data-driven insights related to credit performance and customer behavior
• Develop and maintain reporting for Finance and Accounting, including audit readiness, securitization reporting, and external investor deliverables
• Build and maintain Tableau dashboards and reports tracking KPIs across various business functions
• Partner closely with IT and data engineers to ensure data accuracy, accessibility and reliable reporting outputs
• Present insights and recommendations to credit leadership and key stakeholders

Requirements:

• S. degree or higher in Data Science, Statistics, or equivalent quantitative field
• 3+ years of experience in data analytics within Credit Risk / Finance - related industry or 5+ years of experience in data analytics overall
• Proven ability to aggregate, extract, validate, and analyze large datasets using complex SQL queries
• Advanced knowledge of credit and default risk and prior experience designing frameworks to detect and monitor delinquent and at-risk assets
• Hands-on experience building and publishing customized and interactive dashboards within Tableau
• Advanced level of MS Excel skills, including advanced formulas, pivots and data tables
• Passionate about solving problems with data and high level of intellectual curiosity
• Highly motivated to work on multiple projects in parallel and team player with a startup spirit
• Very strong written and oral communication skills, with proven ability to translate complex analysis into actionable insights to a non-technical audience

Preferred:

• Experience working with cloud-based data technologies such as Snowflake or similar
• Working knowledge or experience in data collection, transformation, and storage from various sources including relational databases, APIs, logs, and unstructured files

Compensation & Perks:

• Attractive company subsidized Medical, Dental and Vision plans with leading insurance providers
• 401K Plan with Company Match
• Life Insurance at No Cost to Employees
• Generous Time Off Plan Including Rollover Vacation Days
• Health Care and Dependent Care Flexible Spending
• Hybrid working model
• Competitive Base Salary: $90,000.00 - $

Fora Financial is a leading provider of flexible financing to US businesses. Since our inception in 2008, we have supported more than 55,000 businesses nationwide approaching $5 billion of capital distributed for purposes ranging from operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial delivers capital via a streamlined process that can be completed in as little as 24 hours, compared to the weeks or even months it usually takes for a business to receive a bank loan.

Over the past seventeen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment.

We…