Insights & Reporting Analyst - Equipment Finance

About the role

The Insights & Reporting Analyst role sits within the Portfolio Performance & Analytics Group in Equipment Finance. This role supports key decision-making across the Equipment Finance portfolio through reporting and analytics.

Responsibilities

• Develop and maintain Power BI dashboards and reporting solutions
• Support ongoing portfolio monitoring, including delinquencies and loss trends
• Produce executive-level reporting materials using Power BI and PowerPoint
• Enhance self-service reporting capabilities for business stakeholders
• Perform credit risk analytics, including delinquency and loss trend analysis
• Support expanding efforts in end-to-end profitability analytics across the portfolio
• Interpret and contextualize data to provide meaningful, actionable insights
• Partner with stakeholders to translate business questions into analytical solutions
• Data Management & Integration
• Work with complex, multi-source datasets in a non-standardized environment
• Aggregate, clean, and integrate data from disparate systems
• Navigate data ambiguity and ensure accuracy and usability of outputs
• Stakeholder Collaboration
• Collaborate with Credit Risk, Underwriting, Corporate Operations, and Technology teams
• Present insights and recommendations to senior stakeholders
• Contribute to cross-functional initiatives that improve reporting and analytics capabilities

Qualifications

• Bachelor's degree, or equivalent work experience
• Four to five years of data analysis experience

Preferred Qualifications

• Strong experience with Power BI and dashboard development
• Strong proficiency in Microsoft Excel
• Advanced analytical and problem-solving skills
• Ability to work with complex, multi-source datasets
• Strong analytic skills with the ability to extract, collect, organize, analyze and interpret results for insights
• Comfort working independently to solve data challenges
• Strong communication skills with the ability to translate complex data into clear, actionable insights for non-technical audiences
• Demonstrated ability to build and maintain strategic partnerships with senior business leaders, project sponsors, and cross-functional stakeholders, while effectively communicating with business teams, development teams, end users, and product owners
• Strong organization and project management skills
• Effective interpersonal, verbal and written communication skills