Senior Analyst,R&A (Credit & Portfolio Reporting)

What will your day look like?

As an Senior Analyst, your accountabilities include:

 

• Data Management & Reporting: Collect, extract, and manage data from multiple sources (internal systems, CRM, CSV files) and support portfolio reviews (WMSR)
• Excel-Based Reporting: Build and maintain daily, weekly, and monthly reports, trackers, and dashboards using advanced Excel
• Data Analysis: Analyze financial and client data to identify trends, risks, and actionable insights
• PowerPoint Presentations: Convert data into clear and impactful presentations for management reviews, highlighting key KPIs and variances
• Process Improvement & Automation: Use Excel tools (formulas, Pivot Tables, Macros/VBA) to improve reporting efficiency
• Data Quality & Accuracy: Ensure all reports are accurate, complete, and delivered within timelines
• Stakeholder Collaboration: Work with cross-functional teams to understand reporting needs and communicate insights clearly
• R&A Process Knowledge: Build understanding of credit processes and systems (e.g., OCP, NOVA, Razor, Orion, Credit Lens)
• Credit Support (Progressive): Over time, support basic credit-related activities and develop skills to contribute to credit memos and notes.