Sr. Operations & Reporting Analyst

About the role

NEWITY is America’s source for small business capital, dedicated to providing access loan solutions. We’re looking for a Sr. Operations & Reporting Analyst to support business and operations reporting across NEWITY's various departments. This role owns a demanding calendar of daily, weekly, bi-monthly, and monthly deliverables spanning NEWITY’s different loan programs as well as broader portfolio, servicing, and operational reporting across the business.

The ideal candidate is detail-oriented, has 2–3 years of experience in operations, reporting, or business analysis, and is comfortable working with financial data as part of a broader operational role.

Responsibilities

• Help manage business operations and payment reconciliation.
• Provide portfolio updates and reporting.
• Handle accounts receivable and payment reconciliation, ensuring accurate processing.
• Prepare compliance reports as required.
• Conduct various financial analyses to support decision-making for other teams.
• Assist in the preparation of forecasts.
• Draft presentations and prepare needed data analysis for operations team.
• Manage workload/backlog to ensure reasonable turnaround times and response times.
• Prepare bid sheets, trade confirmation data, and settlement reporting for loan sale cycle.
• Monitor loan sale deliverables for accuracy, flagging discrepancies as needed.
• Perform other ad hoc duties, as needed.

Requirements

• Bachelor’s degree in Economics, Business, Finance, or a related field.
• 2–3 years of professional experience in an operations, reporting, or analyst role.
• Proficiency in Microsoft Excel with hands-on experience building and maintaining dashboards in Sigma or similar tools.
• Experience working within an operational, CRM, or database platforms (e.g., Zoho, HubSpot, Jack Henry, or similar) to manage data sets, build queries, pull data, and generate reports.
• Demonstrated ability to create SOPs and procedural documentation, and to manage a high volume of recurring, deadline-driven deliverables.
• Comfortable managing multiple deliverables at once and adapting to changing circumstances and priorities.
• Strong interpersonal, written, and verbal communication skills, with experience presenting reporting findings to internal leaders or external partners.
• High attention to detail with success roles requiring a high level of quality control.
• Basic scripting or programming exposure (SQL, R, Python) is a plus.

Success in This Role

• Every recurring report and deliverable — daily, weekly, bi-monthly, and monthly — is completed accurately and on schedule, with no missed cutoffs.
• Discrepancies in funding, settlement, or balance data are caught and resolved before they affect downstream reporting or partners.
• SOPs and process are followed and documentation stays current, enabling smooth cross-training and onboarding.
• Loan sale cycle deliverables (bid sheet, trade confirmations, settlements) move through the process on schedule, without last-minute scrambles.
• Brings an exceptional attention to detail.

Benefits

• Compensation: $70,000 - $85,000 per year
• Comprehensive Health, Dental, and Vision Insurance
• Retirement Plan with Company Match
• Paid Time Off and Holidays