The Role
The Senior Analyst, Analytics & Insights transforms data into visual stories, consults with clients on insights, and develops dashboards and reports. Responsibilities include analyzing loan performance, presenting findings, managing requests, and improving reporting efficiency.
Summary Generated by Built In
Job Description:
The Senior Analyst, Analytics & Insights is critical in turning data into meaningful stories. We’re looking for someone who can do more than just crunch numbers — someone who can bring data to life. This role sits at the intersection of analytics, storytelling, and strategy, translating complex information into clear, actionable insights for both internal teams and external clients.
You’ll spend most of your time transforming raw data into compelling visual stories that explain why performance is changing — not just what is changing. You’ll also design and automate reports, consult with clients on data-driven decisions, and help shape how our company (and our clients) think about loan performance, operations, and more.
This isn’t a data engineering role — we’re not looking for someone who wants to spend all day optimizing pipelines. We’re looking for an analyst who thinks like a consultant, understands the business behind the data, and can communicate findings with confidence and clarity to audiences ranging from executives to front-line staff.
Responsibilities:
1. Craft and Present Insights
Education & Other Minimum Requirements:
Bonus points if you have:
Qualities we look for in our candidates:
Competitive pay with bonus, and a comprehensive benefits package that includes, but not limited to:
Learn more about our benefits by viewing our 2025 Employee Benefits Brochure.
Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.
Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.
Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015.
The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
The Senior Analyst, Analytics & Insights is critical in turning data into meaningful stories. We’re looking for someone who can do more than just crunch numbers — someone who can bring data to life. This role sits at the intersection of analytics, storytelling, and strategy, translating complex information into clear, actionable insights for both internal teams and external clients.
You’ll spend most of your time transforming raw data into compelling visual stories that explain why performance is changing — not just what is changing. You’ll also design and automate reports, consult with clients on data-driven decisions, and help shape how our company (and our clients) think about loan performance, operations, and more.
This isn’t a data engineering role — we’re not looking for someone who wants to spend all day optimizing pipelines. We’re looking for an analyst who thinks like a consultant, understands the business behind the data, and can communicate findings with confidence and clarity to audiences ranging from executives to front-line staff.
Responsibilities:
1. Craft and Present Insights
- Build and deliver monthly performance slide decks that tell a clear, cohesive story about loan portfolio performance and operational trends
- Present findings to clients — from C-suite executives to operational teams — and confidently answer questions on the fly
- Act as a data consultant: helping clients interpret results, understand key drivers, and identify opportunities for improvement
- Work across several business topics to explain activity and monitor performance, from loan portfolio performance, call center metrics, operational & loan servicing activity, collections efficacy, and more
- Develop dashboards and recurring reports in tools like Tableau, SuperSet, or SSRS that empower stakeholders to explore data independently
- Write SQL queries to extract and transform data from dozens of systems; create and maintain datasets optimized for reporting and analysis
- Maintain the highest degree of accuracy and quality to support trusted, robust analytics Partner with data engineering to resolve data issues, enhance data quality, and improve usability across data sources
- Handle a variety of ad-hoc and recurring reporting requests — both internal and client-facing — with a high degree of accuracy and reliability
- Juggle multiple priorities and projects, balancing daily deliverables with long-term analytical initiatives
- Work across departments (Operations, Finance, Compliance, etc.) to define metrics, build dashboards, and uncover insights that drive business decisions
- Lead analytical projects that explore new metrics, daily performance tracking, and data storytelling methods
- Continuously seek ways to improve efficiency, automation, and clarity in reporting
Education & Other Minimum Requirements:
- 2–4+ years of experience in data analysis or business intelligence
- Strong SQL skills — comfortable querying, joining, and manipulating data from multiple systems
- Proficiency with a modern data visualization tool (e.g. Tableau, Power BI, or SuperSet).
- Proven experience presenting analytical insights to varied audiences — technical and non-technical alike
- Exceptional organization and time management in a fast-paced environment
- Strong communication skills and the ability to distill complex analyses into clear, actionable narratives
- Curiosity, initiative, and a self-starter mindset
- Demonstrated history of crafting and maintaining metrics, KPI's, dashboards, and other analyses
- Ability to work independently with large, complex, and sometimes messy or unfamiliar datasets – including validating data, identifying inconsistencies, and troubleshooting data quality issues
Bonus points if you have:
- Experience with data automation or light ETL work using tools like Python, DataBricks, or SQL Server Agent
- Familiarity with relational database management (e.g. stored procedures, creating tables and views, MERGE statements)
- Background in finance, lending, or a similar data-rich, regulated industry
- Advanced degree in a quantitative or analytical discipline (e.g. Finance, Economics, Mathematics, Data Science)
Qualities we look for in our candidates:
- Someone who's not just fluent in SQL, but fluent in why the data matters
- Willingness to ask questions, chase down answers, and turn spreadsheets into stories
- Someone equally comfortable designing a dashboard, explaining KPIs to executives, and brainstorming new analyses that drive business impact
- An ability to think in hypotheses, a love for connecting dots between data and business outcomes, and pride in helping others see what the numbers mean
Competitive pay with bonus, and a comprehensive benefits package that includes, but not limited to:
- Salary range: $95,000-$105,000 annually
- 401(k) + company match up to 4%
- Long Term Incentive program
- Medical, dental, and vision coverage
- Annual HSA contribution of $1,650
- Life insurance, disability, and critical illness
- Birthday holiday
- 2 floating Community Days
- Free snacks and drinks in the office
- Tuition reimbursement program
- Generous PTO, including Paid Parental Leave
- $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
- Community funds, wellness funds, and more
Learn more about our benefits by viewing our 2025 Employee Benefits Brochure.
Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.
Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.
Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015.
The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
Top Skills
Databricks
Power BI
Python
SQL
Ssrs
Superset
Tableau
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The Company
What We Do
Goal is an employee-owned finance company committed to delivering strategic solutions through data analytics and technology. We’re a partner for life, not just a vendor, and our clients trust us to thoughtfully guide their investment decisions, service their loan portfolios, and always act with integrity. Our experienced leadership team has worked collaboratively for over a decade; managing over $26B of consumer assets, originating $11B+ in consumer assets, and investing $200M in loan portfolios.
