Libertas Funding, LLC seeks a Senior Business Analyst to build & enhance financial models, deliver data-driven insights, & support reporting & analytics needs across the organization. The successful candidate will partner w/finance, marketing, engineering, & data technology teams to drive accuracy, efficiency, & strategic decision-making.
Key Responsibilities:- Financial modeling & forecasting: Build and enhance financial models supporting monthly, quarterly, and annual budgeting and forecasting cycles.
- Reporting & insights: Provide regular and ad-hoc reporting across accounting, finance, and marketing teams; deliver insights and recommendations that drive strategic and tactical business decisions.
- Data infrastructure & pipelines: Partner with data engineering and DevOps teams to evolve data infrastructure and implement scalable, well-structured pipelines supporting analytics and dashboarding.
- Dashboard & reporting automation: Design, build, and automate daily, weekly, and monthly dashboards and reports using AWS QuickSight; optimize platform efficiency, validate self-service solutions, and aggregate large datasets for QuickSight delivery.
- SQL & data modeling: Design, build, and optimize SQL views, tables, and data models in Amazon Redshift using PostgreSQL.
- Data accuracy & validation: Ensure accurate data capture across business processes; validate data flow, system logic, and metrics calculations; implement checks and monitoring frameworks; identify and resolve discrepancies to maintain transparency and compliance with business logic.
- User Acceptance Testing: Conduct end-to-end UAT for system updates, enhancements, and data model releases.
- Marketing analytics: Partner with marketing to support campaign analytics, lead performance analysis, and marketing attribution through integrated HubSpot datasets.
- Ad-hoc analysis: Support ad-hoc reporting requirements through detailed SQL analysis & dashboard building.
- Documentation: Maintain comprehensive documentation for data models, metrics definitions, dashboards, and reporting processes.
- Team support: Oversee and support team members in day-to-day operations as a key resource.
- Compliance: Adhere to compliance procedures and internal/operational risk controls per applicable regulatory standards and policies
Qualifications & Education Requirements:- Master's degree in Finance, Economics, or a similar quantitative discipline.
- A minimum of 2 years of relevant experience.
Benefits:- $125,000 - $175,000/year, depending on experience. Health, dental, and vision insurance, 401(k).
