Senior Analyst - Loan Data

Turn2Partners; Arlington (VA); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Turn2Partners in Arlington, VA seeks a detail-oriented Senior Analyst to support loan administration, financial data management, and operational reporting. You will maintain reference data, process transactions, perform reconciliations, and drive data governance and process improvements with Finance, Operations and IT teams.

The ideal candidate has 2–5 years in financial services with strong analytical skills and familiarity with loan operations.

Competenze

• Bachelor's degree in Finance, Accounting, Mathematics, or related field.
• 2–5 years in financial services, loan operations, data administration, or related analytical role.
• Experience with Power BI strongly preferred.
• Familiarity with loan administration, credit products, or financial reference data preferred.
• Experience with data reconciliations, transaction processing, and data integrity controls.
• Understanding of loan documentation, credit agreements, or term sheets is a plus.
• Experience with financial systems, data integrations, or UAT (User Acceptance Testing) preferred.

Mansioni

• Maintain and validate loan, asset, and financial reference data across internal systems.
• Process loan-related transactions and ensure accurate data capture and reporting.
• Perform reconciliations between internal systems and external data sources.
• Analyze large datasets to identify discrepancies and maintain data integrity.
• Support data transformation, reporting, and automation initiatives.
• Utilize Excel, Power BI, and other analytical tools to improve operational reporting.
• Collaborate with Finance, Operations, and Technology teams on system enhancements and data integrations.
• Assist with system implementations, testing, and process improvements.
• Support data governance initiatives and maintain accurate documentation and controls.

Conoscenze

Power BI

Advanced Excel

Data analysis

Data governance

Data reconciliation

Data transformation

Financial reporting

Process improvement

Formazione

Bachelor's degree

Descrizione del lavoro

We are seeking a detail-oriented Senior Analyst to support loan administration, financial data management, and operational reporting for an established organization in Arlington, VA.

This individual will be responsible for maintaining accurate financial and reference data, processing transactions, performing reconciliations, and supporting technology and process improvement initiatives.

The ideal candidate will have 2–5 years of experience in financial services, strong analytical skills, and familiarity with loan or credit-related operations. Experience with Power BI and advanced Excel is highly desirable.

Key Responsibilities

• Maintain and validate loan, asset, and financial reference data across internal systems.
• Process loan-related transactions and ensure accurate data capture and reporting.
• Perform reconciliations between internal systems and external data sources.
• Analyze large datasets to identify discrepancies and maintain data integrity.
• Support data transformation, reporting, and automation initiatives.
• Utilize Excel, Power BI, and other analytical tools to improve operational reporting.
• Collaborate with Finance, Operations, and Technology teams on system enhancements and data integrations.
• Assist with system implementations, testing, and process improvements.
• Support data governance initiatives and maintain accurate documentation and controls.

Qualifications

• Bachelor's degree required, preferably in Finance, Accounting, Mathematics, or a related field.
• 2–5 years of experience in financial services, loan operations, data administration, or a related analytical role.
• Experience with Power BI strongly preferred.
• Familiarity with loan administration, credit products, or financial reference data preferred.
• Experience with data reconciliations, transaction processing, and data integrity controls.
• Understanding of loan documentation, credit agreements, or term sheets is a plus.
• Experience with financial systems, data integrations, or User Acceptance Testing (UAT) preferred.