Senior Data Analyst, Finance and Credit (Remote)

Recruit Monitor; Dallas (TX); Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive Compensation

Comprehensive medical, dental, and vision coverage

Personal Development Budget

Generous vacation policy

401(k) and Employee Stock Purchase Plan (ESPP)

Job summary

A financial analytics firm is seeking a Senior Data Analyst, Finance and Credit to lead initiatives in financial analytics and automation. This remote role involves building scalable analytics and data pipelines, creating actionable reports, and collaborating with various teams for accurate financial reporting. Ideal candidates will have a strong analytical background, experience with SQL and BI tools, and effective communication skills. This position offers competitive compensation and comprehensive benefits including medical, dental, and vision coverage.

Qualifications

• 3+ years of professional experience in SQL querying and BI/reporting development.
• 2+ years in financial analytics driving business decisions.
• Experience in translating business requirements to Data Warehousing needs.

Responsibilities

• Own end-to-end initiatives for financial dashboards and analytics.
• Drive discussions on methodology enhancements and data model development.
• Create reports and dashboards in BI tools and monitor trends.

Skills

SQL querying

Financial analytics

Data presentation skills

Project management

Experience with Python/R

Communication skills

Education

BS/MS Degree in Business Analytics or related field

Tools

Looker

Tableau

Power BI

Jira

Confluence

Job description

Senior Data Analyst, Finance and Credit (Remote)

Job Openings Senior Data Analyst, Finance and Credit (Remote)

About the job Senior Data Analyst, Finance and Credit (Remote)

The Data Analytics team plays the critical role of providing analytical support across Paychex's organization to enable data‑driven decision making. We leverage our analytical and technical skills to help our partners with a multitude of services, some of which include understanding our underwriting models and presenting on trends in our loan performance, analyzing market size opportunities, creating financial models, developing our business intelligence pipeline to enable self‑service reporting, and architecting/automating of work processes. As the Senior Data Analyst – Finance and Credit at Paychex, you will be a critical member to lead fair valuation and financial automation initiatives by building repeatable, scalable, and auditable analytics and data‑pipelines. Location – San Mateo
Time Zone – West Coast
Travel – 4–5 days per month at the San Mateo office; travel expenses covered.

How you'll make an impact

• Own end‑to‑end initiatives supporting the modeling, automation, and analytics in financial dashboards, fair value accounting and forecasting, driving more accurate, efficient, and scalable financial close cycles and insight‑driven business decisions.
• Drive discussions on methodology enhancements, data‑model development, and recommend solutions to new data and credit product changes, improving accuracy of product metrics.
• Partner with Accounting, Audit, Product, and Engineering teams to support monthly financial reporting and deliver an accurate, consistent, and efficient data reporting process.
• Create reports and dashboards in BI tools such as Looker; monitor trends in relevant metrics and report on key insights daily.
• Work with various big data platforms (AWS, Redshift, BDT, etc.) and internal engineering teams to explore APIs, ingestion of new datasets/sources, and evaluate business impacts.

What we're looking for

• BS/MS Degree in Business Analytics, Financial Engineering, Finance, Economics, Engineering or other highly quantitative/analytical field.
• 3+ years of professional experience in SQL querying and BI/reporting development with large and complex data sets (Looker, Tableau, or Power BI).
• 2+ years of experience in financial analytics or quantitative modeling driving business decisions.
• Experience translating business requirements to Data Warehousing and ETL needs.
• Preferred qualifications:
  • 5+ years experience in data analytics tools such as Python or R and using tools like Excel and Google Sheets.
  • Strong communication with client‑facing and executive level data presentation skills.
  • Experienced in project management & documentation, and using tools such as Jira and Confluence.
  • Experience in cash flow valuation modeling of consumer lending products or asset‑backed securities, with ability to develop and manage financial models independently.
  • Knowledge of statistical methods and machine learning algorithms.
  • Previous consumer marketplace lending industry experience with focus on capital markets, finance, accounting, or product.

What you'll love

• Competitive Compensation (base + bonus & equity)
• Comprehensive medical, dental, and vision coverage
• Personal Development and Technology & Ergonomic Budgets
• Life insurance and disability benefits
• Clubs and Activities (Game Nights, Fitstarters, Superwomen, Book Club, Investing Club, Money Discussions, Photography Club and Basketball teams)
• Generous vacation policy
• 401(k) and Employee Stock Purchase Plan (ESPP)