Jobs
>
San Diego

    Senior Portfolio Reporting Analyst - San Diego, United States - The GOAL Family of Companies

    The GOAL Family of Companies
    The GOAL Family of Companies San Diego, United States

    3 weeks ago

    Default job background
    Description
    Job Description:
    The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external project stakeholders, and guiding less experienced data analysts. The Senior Portfolio Reporting Analyst will support a wide range of asset classes including Solar and Home Improvement Loans, Income Share Agreements, and Student Loans, and will monitor portfolio performance through trend analysis and profitability throughout the loan life cycle. A successful candidate will possess a unique blend of analytics, data visualization, and project management experience with a desire to work in a fast-paced changing environment.

    Responsibilities:
    • Mine and extract portfolio data using SQL and Azure 'big data' technologies, R/Python, and visualization tools like Excel and Tableau/Power BI (or similar tools)
    • Provide actionable insights into key business performance metrics
    • Efficiently implement and streamline reporting solutions to support business needs and to help drive operational efficiencies
    • Collaborate with Business Intelligence (BI) to help maintain data integrity in systems; catch data anomalies and have a direct influence on data quality
    • Develop and maintain dashboards to provide transparency into portfolio performance incorporating enhancements and modifications based on client feedback and the current economic climate
    • Collaborate with project stakeholders to better understand valuable objectives and KPIs and to design relevant reports and dashboards
    • Assist in implementing or developing systems to capture business operation information
    • Perform analysis and research to better understand portfolio dynamics, and then recommend and implement strategies to optimize returns
    • Effectively communicate trends and insights to senior leadership through monthly performance summaries and regular business reviews
    • Collaborate with key stakeholders including Executive, Finance, Compliance, Servicing, Operations teams, and external Clients
    • Guide less experienced data analysts
    Education & Other Minimum Requirements:
    • A data junkie identity with an inquisitive nature and a high "figure-it-out" quotient
    • Bachelor's Degree required (in Finance, Economics, Mathematics, or similar quantitative field preferred)
    • 3-5 years of experience as Data Analyst or Reporting Analyst
    • Highly proficient at Excel, and either SQL, SAS, python, or visualization tools like Tableau/PowerBI (or similar tools) for data analysis
    • Strong written, verbal, and presentation-based communications skills
    • Able to work independently in a team environment without close supervision
    • Willingness to learn and use native cloud (Azure/AWS) tools for harvesting data and producing insights
    • Excellent time management and organization skills, as well as attentiveness to details and a commitment to follow up
    • Ability to effectively manage several tasks in a fast-paced environment while consistently meeting deadlines
    Bonus point if you have:
    • Experience with pySpark and knowledge of ML frameworks and libraries
    • Experience working in consumer finance, banking, or collections
    • Experience working in cross-functional teams
    • Experience verbally explaining reports, dashboards, or analytics to senior management and external clients
    Qualities we look for in our candidates:
    • An eagerness to learn and grow your technical skills.
    • A drive to succeed, a sense of urgency, and a passion for the work.
    • All-around good teammates who are cooperative, approachable, and dedicated to helping others succeed.
    Competitive pay with bonus, and a comprehensive benefits package that includes, but not limited to:
    • Position salary range: $95,000-$105,000/yr DOE
    • Performance bonus opportunity paid three times a year
    • Long Term Incentive program
    • 401(k) + company match up to 4%
    • Medical, dental, and vision coverage
    • Annual HSA contribution of $1,600
    • Life insurance, disability, and critical illness
    • Birthday holiday
    • 2 floating Community Days
    • Hybrid work schedule based on length of service and performance standards
    • Free snacks and drinks in the office
    • Tuition reimbursement program
    • Generous PTO, including Paid Parental Leave
    • $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
    • Community funds, wellness funds, and more
    Learn more about our benefits by viewing our 2024 Employee Benefits Brochure.

    Goal Solutions, LLC ("Goal" or the "Company") is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.

    Directly or through its subsidiaries, GSS Data Services, Launch Servicing ("Launch") and Turnstile Capital Management ("TCM"), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.

    Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named "Best Places to Work" by the San Diego Business Journal since 2015.

    The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

    Equal Employment Opportunity

    It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
  • Sharp Healthcare

    Managed Care Report Analyst

    1 week ago

    Sharp Healthcare San Diego, United States

    [ · **Hours**: · **Shift Start Time**: · 8 AM · **Shift End Time**: · 5 PM · **AWS Hours Requirement**: · **Additional Shift Information**: · Flexible on start/end time · **Weekend Requirements**: · No Weekends · **On-Call Required**: · No · **Hourly Pay Range (Minimum - Midpoint ...

  • UC San Diego

    Lead Analyst for Student Operational Reporting

    2 weeks ago

    UC San Diego San Diego, United States

    Payroll Title: · - BUS INTEL SPEC 4 · - Department: · - INFORMATION TECHNOLOGY SVCS · - Hiring Pay Scale · - $91,300 - $130,000 / Year · - Worksite: · - Hybrid Remote · - Appointment Type: · - Career · - Appointment Percent: · - 100% · - Union: · - Uncovered · - Total Openings: · ...

  • Procede Software

    Reporting Analyst/developer

    3 weeks ago

    Procede Software Solana Beach, United States

    **Why Procede?** - This is what our Chief Customer Officer has to this video · **Primary Job Responsibilities** · - Design, customize, and maintain electronic forms using Crystal Reports to meet business requirements. This includes hosting and leading design and business logic s ...

  • Procede Software

    Reporting Analyst/developer

    1 week ago

    Procede Software Solana Beach, United States

    **Why Procede?** - This is what our Chief Customer Officer has to this video · **Primary Job Responsibilities** · - Design, customize, and maintain electronic forms using Crystal Reports to meet business requirements. This includes hosting and leading design and business logic s ...

  • Russell Tobin & Associates

    BI Reporting Analyst

    1 week ago

    Russell Tobin & Associates San Diego, United States

    · What are we looking for in our BI Reporting Analyst ? · Title: BI Reporting Analyst · Location: San Diego, CA OR Mountain View CA (Hybrid/Remote) · Duration: 6+ months · Pay Range : $40-50/hr. on W2 Depending on experience · Job Duties: · Performs business analysis using vari ...

  • Motion Recruitment

    BI Reporting Analyst

    1 week ago

    Motion Recruitment San Diego, United States

    Job Title : BI Reporting Analyst IV · Location : San Diego, CA Hybrid) · Duration : 6+ Months · Job Description: Performs business analysis using various techniques, e.g. statistical analysis, explanatory and predictive modeling, data mining. Determines best practices and develop ...

  • Palomar Specialty Insurance Company

    Financial Reporting Analyst

    3 days ago

    Palomar Specialty Insurance Company San Diego, United States

    Job Type · Full-time · Description · We are Hiring Financial Reporting Analyst · Location: San Diego Based · Why choose Palomar? · Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers. Palomar w ...

  • Procede Software

    Reporting Analyst/developer

    6 days ago

    Procede Software Solana Beach, United States

    **Why Procede?** - This is what our Chief Customer Officer has to this video · **Primary Job Responsibilities** · - Design, customize, and maintain electronic forms using Crystal Reports to meet business requirements. This includes hosting and leading design and business logic s ...

  • Russell Tobin & Associates

    BI Reporting Analyst II

    2 weeks ago

    Russell Tobin & Associates San Diego, United States

    · What are we looking for in our BI Reporting Analyst II? · Our client, a global leading Fintech company, is seeking a BI Reporting ANalyst · Apply today for consideration · Title: BI Reporting Analyst · Location: Mountain View CA, San Diego CA – Hybrid Role · Pay rate: $ /hour ...

  • The GOAL Family of Companies

    Senior Portfolio Reporting Analyst

    2 days ago

    The GOAL Family of Companies San Diego, United States

    Job Description: · The · Senior Portfolio Reporting Analyst · will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and extern ...

  • The GOAL Family of Companies

    Senior Portfolio Reporting Analyst

    1 week ago

    The GOAL Family of Companies San Diego, United States

    Job Description: · The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external pr ...

  • Goal Structured Solutions

    Senior Portfolio Reporting Analyst

    1 week ago

    Goal Structured Solutions San Diego, United States

    Job Description:The · Senior Portfolio Reporting Analyst · will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external ...

  • Goal Structured Solutions

    Senior Portfolio Reporting Analyst

    3 weeks ago

    Goal Structured Solutions San Diego, United States

    Job Description: · The · Senior Portfolio Reporting Analyst · will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and extern ...

  • Kforce Inc.

    BI Reporting Analyst II

    1 week ago

    Kforce Inc. San Diego, United States

    RESPONSIBILITIES: · Kforce has a client that is seeking a BI Reporting Analyst II in San Diego, CA. This is a hybrid role. The Manager's preference is East Coast, MTV or SDG.Duties Include: BI Reporting Analyst II will design and maintain automated dashboards for key metrics repo ...

  • University of California San Diego

    Government Cost Reporting Analyst

    5 days ago

    University of California San Diego San Diego, United States

    Payroll Title: · REIMB HC ANL 3 · Department: · FINANCIAL SERVICES · Hiring Pay Scale · $89,350 - $110,420 / Year · Worksite: · Greenwich Drive · Appointment Type: · Career · Appointment Percent: · 100% · Union: · Uncovered · Total Openings: · 1 · Work Schedule: ...

  • American Specialty Health Incorporated

    Sr Financial Reporting Analyst

    3 weeks ago

    American Specialty Health Incorporated San Diego, United States

    · American Specialty Health Incorporated is seeking an experienced Financial Reporting Analyst to become part of our Finance Department. This position prepares and analyzes financial statements, for the purposes of meeting the Company's external reporting requirements, under U.S ...

  • The Goal Family of Companies

    Senior Portfolio Reporting Analyst

    2 weeks ago

    The Goal Family of Companies San Diego, United States

    Job Description · Job Description · Job Description: · The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communic ...

  • Realty Income

    Sr. Sustainability Reporting Analyst

    1 week ago

    Realty Income San Diego, United States

    · Do you have a passion for sustainability and a knack for data analysis? · Are you ready and excited to take the lead in corporate sustainability reporting for an international public company? · Can you drive innovation and efficiency in a dynamic, cross-functional role? · I ...

  • Realty Income

    Sr. Sustainability Reporting Analyst

    4 days ago

    Realty Income San Diego, United States

    Do you have a passion for sustainability and a knack for data analysis? · Are you ready and excited to take the lead in corporate sustainability reporting for an international public company? · Can you drive innovation and efficiency in a dynamic, cross-functional role? · If y ...

  • University of California

    Government Cost Reporting Analyst

    1 week ago

    University of California San Diego, United States

    UCSD Layoff from Career Appointment : Apply by 05/21/24 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. · Special Selection Applicants : Apply by 05/30/21. Eligible Special Selection clients should contact their Disabil ...