Analyst, Fintech Reporting jobs in United States
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Customers Bank · 3 hours ago

Analyst, Fintech Reporting

Customers Bank is a super-community bank focused on delivering excellent customer experiences. The Fintech Reporting Analyst will develop visualizations and reports to support Capital Markets and Consumer Lending, managing a ~$2B portfolio and providing insights to drive business decisions.

BankingCommercialFinancial ServicesVenture Capital

Responsibilities

Create new and execute existing reporting as needed, ensuring timely and accurate delivery
Monitoring and improvements of existing reporting in Fabric, as well as publishing new reporting as needed
Creation of new Fabric datasets to support others within the business unit
Adapt to working with new data sources, partners, products, or processes within a dynamic and evolving team
Provide analytical support for various projects within the Capital Markets and Consumer Lending divisions, contributing to decision-making and business growth
Help operate our business intelligence stack, assisting in the design and rollout of key management dashboards

Qualification

Data visualization toolsRelational databasesConsumer lending knowledgeMicrosoft OfficeBusiness intelligence conceptsCommunicationCollaboration skillsLeadership abilitiesAttention to detail

Required

Minimum of 2 years of demonstrated experience with relational databases or core business intelligence concepts
Expertise with data visualization tools (e.g., PowerBI, Looker, Tableau, Sisense, MicroStrategy, etc.)
A deep enthusiasm for detail, including the ability to drill into every layer of the assets being analyzed—from how promissory notes are executed to the mechanics of applying late borrower payments
Willingness to dive deeply into datasets across multiple partners to understand all aspects of loan behavior from origination through maturity
Strong execution skills, with a willingness to work hands-on and take full ownership to ensure responsibilities within scope are completed thoroughly and accurately
Strong communication, collaboration, and leadership abilities, with the capability to work effectively in a hybrid, distributed team spanning multiple time zones and states
Proficiency in Microsoft Office, especially Excel, Access, and PowerPoint
BS/BA in Computer Science, Information Technology, Management Information Systems, IEOR, or a related STEM/business field; alternatively, 3 additional years of equivalent professional experience. Candidates with other degrees will also be considered

Preferred

Knowledge of consumer lending, financial services, and/or debt fixed income

Company

Customers Bank

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Customers Bank offers commercial, consumer, and specialty banking services.

Funding

Current Stage
Public Company
Total Funding
$357.95M
2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO

Leadership Team

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Philip Watkins
Chief Financial Officer
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Robert Fischer
Senior Vice President, Regional Chief Lending Officer
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Company data provided by crunchbase