Strategy and Data Analytics - Senior Analyst

Oportun (Nasdaq: OPRT) is a digital banking platform that puts its 2.2 million members' financial goals within reach. With intelligent borrowing and savings, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $17.8 billion in responsible and affordable credit, saved its members more than $2.3 billion in interest and fees, and helped our members save an average of more than $1,800 annually. For more information, visit Oportun.com.

Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.

We are looking for a highly motivated, analytical person who is looking to make an immediate impact with their work.  This role will play a critical part in driving the success and expansion of our growing bet product: Secured Personal Loans. The successful candidate will support business analysis requests, provide context on business performance, identify opportunities for improvement, and develop strategies to serve our members better. Additionally, they will share business trends and insights with the multifunctional team through comprehensive business reviews and become the SME for Originations forecasting and outlook activities. 

RESPONSIBILITIES

Business Analysis and Performance Insights: 

• Support business analysis to provide context on business performance and identify improvement opportunities. 
• Conduct detailed analysis of business data to uncover trends, opportunities, and areas for improvement. 

Forecasting and Process Improvement: 

• Improve and maintain the current forecast process, including refining forecasting models and implementing process efficiencies to streamline forecasting timelines and deliverables. 
• Produce originations’ forecasts and outlooks to guide business planning and strategy. 

Insights and Communication: 

• Prepare materials and lead meetings to explain findings and recommendations to various stakeholders, including senior management. 
• Share business trends and insights with the multifunctional team through comprehensive business reviews. 

Strategic Initiatives: 

• Collaborate with cross-functional teams to develop strategic initiatives that drive business growth and efficiency. 
• Support the implementation and monitoring of strategic projects and initiatives. 

Data Analytics: 

• Utilize data analysis tools and methodologies to extract actionable insights from complex datasets. 
• Develop and maintain dashboards and reports to track key performance indicators (KPIs) and business metrics. 

Presentation and Communication: 

• Prepare materials and lead meetings to explain findings and recommendations. 
• Share business trends and insights with the multifunctional team through comprehensive business reviews. 

REQUIREMENTS

• Proven 7 years of experience as a Business Strategy Analyst or in solving complex problems with data analysis tools, or 
• Bachelor’s degree in Engineering, Statistics, Data Analysis, Mathematics, Business Administration, Finance, Economics, or a related field, and 5 years of relevant experience. 
• Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights. 
• Proficiency in data analysis tools SQL, Power BI, Excel and Phyton  
• Proficiency with data management, statistical analysis, and data visualization. 
• Excellent communication and presentation skills, storytelling with the ability to convey complex information clearly and concisely. 
• Strong organizational skills with the ability to manage multiple priorities and deadlines. 
• Ability to work collaboratively in a team environment and interact effectively with stakeholders at all levels. 

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