The Analytics & Insights Lead will be responsible for designing and delivering business-critical analysis across the full customer lifecycle from lead acquisition to revenue and lifetime value. This individual will work hand in hand with business leaders to define KPIs, connect data to dashboards, and provide insight-driven recommendations across Marketing, Sales, Operations and Finance teams. You will report directly to the Ryan Goodman and serve as the organization’s key resource for interpreting performance and guiding strategic decisions. You will work with technology and data professionals to turn data into knowledge. We work heavily in Financial services and requires someone with consumer or business lending or adjacent verticals. This is a high-visibility, individual contributor role ideal for someone who thrives in a data-driven startup environment and enjoys transforming data into actionable business intelligence. Responsibilities Customer Lifecycle Analysis Analyze customer behavior throughout the lifecycle—lead generation, sales conversion. Financial Services Specific Analytics Credit approval, loan repayment and retention— Identify trends, inflection points, and opportunities for growth or risk mitigation. Dashboard & Data Storytelling Build and maintaining dashboards and summarized reports using SQL, Tableau, Excel, and Salesforce to enable data-driven decision-making across departments. Insight Generation & Presentation Synthesize complex data into clear, concise, and actionable insights. Present findings to executives and department leads to inform strategies and optimize performance. Data Quality & Governance Ensure consistency and accuracy of data across platforms by reconciling. Cross-Functional Collaboration Work closely with Marketing, Sales, Underwriting, and Finance teams to understand their data needs, interpret findings, and drive alignment on business goals. Qualifications · 4–7 years of experience in business analytics with an emphasis on financial analysis, credit / risk, preferably within financial services or fintech. · Superior SQL skills and proficiency with Tableau or similar self-service BI tool · Experience preparing and storytelling with data in presentation format · Experience working with Salesforce · Proven ability to create and communicate strategic insights based on big data and small data. · Bachelor’s degree in quantitative fields such as Economics, Finance, Statistics, Mathematics, Computer Science or Business Analytics. Preferred: · Experience in a fast-paced startup or fintech environment.