Upgrade
San Francisco
501-1,000 employees
Upgrade aims to deliver frictionless mobile banking and exceptional value to consumers.
Prior Listings
Business Operations Analyst
Business Operations Analyst
This job is no longer open
Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1300 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
Role
We're looking for a Data Analyst to lead and grow our Analytics & Reporting function within our Treasury team.
This key role will leverage data to increase the operational value of Finance Automation through transparent reporting of cash activity and influence business decisions through dynamic analytics to proactively identify issues and their root causes.
We have large data sets that need to be analyzed to better understand our business and to identify new opportunities for efficiencies and improvement. You will be critical in exploring and modeling data then analyzing and communicating critical insights to improve decision making. You will also work with business teams across the company in areas like data reconciliation and discrepancy resolution as it pertains to treasury/investor/servicing data.
Responsibilities
- Daily cash reconciliation of Upgrade’s servicing portfolio
- Write complex queries to transform raw data and perform data analytics, identifying discrepancies, quality assurance & data integrity
- Collaborate with team members to collect and analyze data
- Respond to ad hoc requests for analytics related to cash reconciliation
- Support various initiatives related to Upgrade’s long-term automation & reporting strategy
Requirements
- 2+ years of experience in an analytics / data-intensive role
- Strong SQL coding experience and working knowledge of relational databases and SQL
- Proficiency in Microsoft Excel and/or Google Sheets; visualization software (e.g. Tableau) a plus
- Comfortable with ambiguity, developing creative solutions and delivering results as a part of a small, lean team
- Strong analytical and problem-solving skills
- Strong interpersonal skills with an ability to maintain a professional and collaborative relationship with key business partners
- Comfortable working independently and manage multiple projects simultaneously
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
This job is no longer open