[Hiring] Senior Portfolio Data Analyst @Sunbit

Role Description

This role would be part of the Business Data Analytics team at Sunbit. In this position, you will work closely with the BU leaders, Risk, Finance, Core, and Accounting to help measure and monitor the company’s financial drivers overall. You would own the monitoring for key KPIs established by our business owners. Your goal is to keep the company’s leadership team informed about any potential risks to the overall growth and financial strategy for all products. You will directly support high-impact initiatives and help drive seamless operational execution.

What You'll Do:

• Own product monitoring that span across credit risk, payments, usage etc.
• Build dashboards for executive consumption that measure actuals against the forecast.
• Build a forecasting and projections framework for portfolio metrics.
• Prepare & present material for executives.
• Perform ad-hoc RCA and remediation analysis through partnership with the relevant leaders (card, loan finance, etc).
• Support simulation of portfolio covenants for major risk strategy changes.
• Institutionalize portfolio (card & loan) forecast and establish monitoring for the corporate model.
• Collaborate with Capital Management, Risk, Finance, Core and Accounting and other business leaders to develop analysis and material for lender negotiations.
• Collaborate with engineering and data governance to establish reliable product tapes for joint partner utilization.
• Build portfolio loss forecasting and support loss provisioning projections for Finance and Accounting.

Qualifications

• 6+ years of relevant analytical experience with a bachelor’s degree or 4+ years of relevant analytical experience with a master’s degree in quantitative fields like Analytics, Mathematics, Statistics, Economics, Engineering etc.
• Proficient in SQL and is excited about acquiring new technical skills.
• Strong verbal, written communication, and presentation skills.
• Knowledge in Python, R or SAS.
• Knowledge of BI tool: Tableau, Sigma, or similar.
• Proficient in forecasting models like time series forecasting.
• Experience in Credit Card, Loans or other financial services.
• Passionate about solving real-world problems with data.
• Has an eye to look at the big picture and can think long-term.
• Has a growth mindset and takes proactive ownership.
• Lives the 80/20 principle and gets things done.

Benefits

• Join one of LA’s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024).
• Mission driven + empowered + collaborative.
• Competitive pay and stock options.
• Unlimited PTO.
• Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Parental Leave.
• Newly added HSA and Pet Insurance.
• 401K Plan with Matching.
• Cell Phone Stipend.
• Team based strategic planning + Team owned deliverables.