Sr Analyst, Account Management Strategy jobs in United States
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Avant · 2 weeks ago

Sr Analyst, Account Management Strategy

Avant is a company focused on reshaping digital banking, and they are seeking a Senior Analyst for their Account Management Strategy team. This role involves developing customer segmentation models, maintaining account management policies, and using analytical techniques to enhance strategies that impact business KPIs.

Consumer LendingFinanceFinancial ServicesFinTechLending
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H1B Sponsor Likelynote

Responsibilities

Develop customer segmentation models and design contact and treatment strategies (i.e. credit line increase/decrease, APR adjustment, overlimit authorization, etc.) by working with large, structured, and unstructured datasets
Develop business cases, assess the impact and track the outcome of said strategies
Maintain and update the account management and credit policy and procedure to reflect the new strategy changes
Use quantitative and analytical techniques to balance customer and business impact of strategies, build financial models to foresee the long term strategy impact to business KPIs
Implement tests to drive strategy enhancement and optimization
Design rich data visualizations to communicate complex ideas to business leaders and executives. Collaborate with key stakeholders across lines of business to improve, execute, and effectively communicate significant analyses that identify meaningful trends and opportunities across the business
Prepare, analyze, and summarize various weekly, monthly, and periodic strategy results for use by various key stakeholders, creating reports, specifications, instructions, and flowcharts
Assess and address issues to identify and implement improvements toward efficient account management and servicing operations

Qualification

SQLPython/RData visualizationAnalytical skillsConsumer finance experienceExcelPower BITableauLookerIntellectual curiosityProblem solvingCritical thinkingCommunication skillsProject managementAttention to detail

Required

Bachelor's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering
Experience with analyzing large datasets and ability to deliver insights and recommendations to executive leadership
Proficient with writing SQL queries, Python/R, Power BI, Tableau, Looker, Excel, and PowerPoint
1+ years of experience in any analytics discipline
Strong analytical, problem solving, and critical thinking skills
Ability to initiate and drive projects to completion with minimal guidance
Intellectual curiosity and aptitude to pick up new technical skills and domain knowledge
An inquisitive, logical mindset with an attention to details
Strong written and oral communication skills with both technical and non-technical audiences

Preferred

Experience in consumer finance, credit cards and personal loans

Benefits

Choice of great Medical, Dental, and Vision Insurance Plan options
401(k) match
Flexible Time Off
Flexible Work Environment - (i.e. Mon/Tues/Thurs in-person)
Generous Paid Parental Leave, Adoption Assistance and Post-parental leave ramp-up program
Lunch Allowance (Fooda) and In-office Snacks
Summer Fridays
Fun In-Office and Virtual Social Events
*And who doesn’t love the swag*

Company

Avant is an online lending platform that offers alternatives to its clients with safe financial products.

H1B Sponsorship

Avant has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (23)
2023 (38)
2022 (46)
2021 (28)
2020 (21)

Funding

Current Stage
Late Stage
Total Funding
$2.08B
Key Investors
Ares ManagementWebBankPamlico Capital
2022-12-07Private Equity
2022-12-07Debt Financing· $250M
2022-07-14Debt Financing· $250M

Leadership Team

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Matt Bochenek
CEO
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Charles Whittaker
Chief Product Officer
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Company data provided by crunchbase