Financial Insights Analyst — Dashboards for Growth & Flexibility

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 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.