Data Analyst (Financial Services Industry) - Collections Operations

GENERAL FUNCTION

Are you data-driven, detail-oriented, and excited about improving how things work? Join Momentums Collections Analytics team as a Data Analyst Collections Operations & KPIs, and help build the dashboards, insights, and reporting that drive operational excellence and informed decision-making.

This role supports day-to-day performance monitoring and provides data insights that help optimize collection agent productivity, contact strategies, and customer outcomes. Its a great opportunity for an early-career analyst to build experience in operations analytics within a fast-growing FinTech environment.

DUTIES/RESPONSIBILITIES

1. Reporting & Performance Monitoring

• Develop and maintain daily, weekly, and monthly reports tracking key collections performance metrics, including:
• Contact rates
• Promise-to-pay (PTP) conversion
• Queue penetration
• Agent productivity
• Cure rates and delinquency roll rates
• Collaborate with stakeholders to ensure metrics align with operational goals and business definitions.

2. Data Management & Analysis

• Extract, clean, and structure data from various sources (databases, CRMs, telephony platforms).
• Support ad hoc analysis to answer business questions, uncover root causes, and monitor initiative performance.
• Ensure data accuracy, consistency, and timely delivery across recurring reporting.

3. KPI Development & Visualization

• Work closely with operations leadership to define and evolve KPIs that reflect strategy and performance goals.
• Build interactive dashboards and visualizations in tools like Tableau or Power BI for real-time insights.

4. Process Improvement Support

• Identify gaps or bottlenecks in collections workflows through data analysis.
• Contribute to initiatives focused on improving operational efficiency and contact strategy effectiveness.

EXPERIENCE

• 2+ years of experience in an analytical or reporting role, preferably in financial services, customer operations, or collections.
• Proficiency with SQL for querying relational databases.
• Familiarity with Excel and at least one data visualization tool (e.g., Tableau, Power BI, Looker).
• Bonus: experience working with telephony/CRM systems or operations teams.

SKILLS

• Strong attention to detail and comfort working with large datasets.
• Ability to translate business needs into analytical solutions and actionable insights.
• Eagerness to learn and grow within a fast-paced, collaborative team.
• Effective communicator with both technical and non-technical stakeholders.
• Curious, proactive, and solution-oriented mindset.