Data Analyst, Collections Operations & KPIs
Momentum Financial Services Group is a leader in financial solutions for underserved communities. They are seeking a data-driven Data Analyst to join their Collections Analytics team, focusing on building dashboards and providing insights that enhance operational excellence and decision-making.
Responsibilities
- Develop and maintain recurring reports tracking key collections performance metrics (contact rates, PTP conversion, queue penetration, productivity, cure rates, roll rates)
- Collaborate with stakeholders to align metrics with business goals and definitions
- Extract, clean, and structure data from databases, CRMs, and telephony systems
- Perform ad hoc analysis to answer business questions, uncover root causes, and measure initiatives
- Build dashboards and visualizations in Tableau, Power BI, or similar tools for real-time insights
- Support KPI development with operations leadership to reflect evolving strategies
- Identify process bottlenecks or inefficiencies through data analysis and recommend improvements
- Ensure accuracy, consistency, and timeliness in reporting across business functions
Skills
- Strong SQL skills for querying and working with relational databases
- Proficiency in Excel and familiarity with at least one BI tool (Tableau, Power BI, Looker)
- Attention to detail and comfort handling large datasets
- Ability to translate business needs into actionable analytical outputs
- Strong communication skills to work with technical and non-technical stakeholders
- Curiosity, proactivity, and eagerness to learn in a collaborative environment
- Bachelor's degree in Data Science, Business Analytics, Economics, Finance, Mathematics, Computer Science, or related field
- 1–2 years of experience in an analytical or reporting role (internships included)
- Experience in financial services, collections, or customer operations is an asset
- Exposure to telephony/CRM data and collections operations considered a plus
Benefits
- Discretionary Annual Bonus – Opportunity for a discretionary bonus based on individual and company performance.
- Comprehensive Benefits – Health and dental plans with 100% of the premiums covered, plus an Employee Assistance Program for mental well-being and personal support.
- Retirement Plans – Robust retirement savings options to help you plan for the future.
- Hybrid Work Environment – Flexibility to balance remote work and in-office collaboration.
- Perks and Rewards – Tuition assistance and professional development reimbursement, employee discounts through Perkopolis, and rewards and recognition programs.
Company Overview