Business Insights Analyst

Profiles; Irvine (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Working for a trusted brand

Flexibility and work-life balance

Supportive team environment

Job summary

A leader in the financial services sector is hiring a Business Insight Analyst in Irvine, CA, for a full-time role. You will analyze business intelligence data to support strategic initiatives, build dashboards, and partner with leaders to drive efficiency and revenue growth. Ideal candidates have a Bachelor's degree in a relevant field and 2-4 years of experience in analytics within financial services. The position includes excellent benefits such as work-life balance and a salary range of $90k-$115k depending on experience.

Qualifications

• 2–4 years of experience in business intelligence or analytics within mortgage, banking, or financial services.

Responsibilities

• Analyze reverse mortgage pipeline data and loan performance to support initiatives.
• Build and maintain dashboards tracking KPIs across functions.
• Partner with leaders to identify trends and opportunities for growth.
• Monitor campaign performance and borrower behavior to inform decisions.
• Translate complex datasets into insights for executive stakeholders.

Skills

Strong SQL skills

Data visualization tools (Power BI, Tableau)

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or related field

Tools

MS SQL Server

Snowflake

Job description

A leader in the B2C financial industry is hiring a Business Insight Analyst in Irvine, CA for a full time position, onsite 2 days a week.

Business Insight Analyst Perks:

• Working for one of the most trusted names in financial services for more than 100 years, a brand known by millions.
• Flexibility and work-life balance.
• Working on a caring and supportive team that values your input, shares your goals, and celebrates your success.
• Salary Range: $90k-$115k depending on relevant experience.

Business Insight Analyst Requirements:

• Bachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or a related field.
• 2–4 years of experience in business intelligence or analytics within mortgage, banking, or financial services.
• Strong SQL skills with experience working in relational databases such as MS SQL Server or Snowflake.
• Proficiency in data visualization tools including Power BI or Tableau for dashboarding and reporting.
• Strong analytical and communication skills with the ability to present insights to technical and non-technical audiences.

Business Insight Analyst Responsibilities:

• Analyze reverse mortgage pipeline data, loan performance, and financial trends to support strategic and operational initiatives.
• Build and maintain dashboards and reports tracking KPIs across lending, marketing, servicing, and customer experience.
• Partner with marketing and business leaders to identify trends, bottlenecks, and opportunities for revenue growth and efficiency.
• Monitor campaign performance, interest rate impacts, borrower behavior, and risk indicators to inform decision-making.
• Translate complex datasets into clear insights, recommendations, and visual presentations for executive stakeholders.