Demo

Financial Analyst - Lending Strategy Optimization

Acies Data
Fort Myers, FL Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/26/2025

Job Description

Job Description

Job Description :

We are seeking a Financial Analyst to join our team and play a critical role in optimizing funding strategies and applicant criteria. This position will involve analyzing financial lending data, evaluating key performance indicators (KPIs), and identifying opportunities to improve return on investment (ROI).

The ideal candidate will be highly analytical, detail-oriented, and able to translate complex data into actionable insights. Experience with Excel is required, and Power BI is a plus.

Key Responsibilities :

  • Analyze loan application data, funding performance, and financial KPIs to assess the effectiveness of current lending strategies.
  • Identify problematic funding patterns and develop data-driven recommendations to improve lending outcomes.
  • Create financial models, reports, and dashboards to track trends and performance over time.
  • Work closely with stakeholders to refine applicant criteria, risk assessments, and funding strategies based on data insights.
  • Present findings and recommendations through clear data visualizations and reports (Excel required, Power BI a plus).

Qualifications :

  • Strong proficiency in Excel (pivot tables, VLOOKUP, data modeling, etc.).
  • Experience in financial analysis, lending, or data-driven strategy development preferred.
  • Ability to interpret complex data and provide actionable insights.
  • Excellent problem-solving skills and attention to detail .
  • Experience with Power BI, SQL, or other data visualization tools is a plus.
  • If you are passionate about using data to optimize financial strategies and drive business success , we’d love to hear from you!

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