Strategy And Analytics Analyst

Summary

Join PEX, a company providing payment solutions for small and medium-sized organizations, as a Strategy & Analytics Analyst. This highly visible role involves measuring the effectiveness of strategic initiatives across various departments, including marketing, product, and operations. You will develop and track key operating metrics, influence decision-making, and identify opportunities for improvement. The position requires compiling and analyzing data from multiple sources, developing data queries, and leading marketing analytics projects. Collaboration with other departments is crucial for optimizing efficiency and product offerings. You will create reports, design early warning triggers, and assist in enhancing credit risk assessment capabilities.

Requirements

• Bachelor's degree or higher in quantitative field
• 3+ years of experience in querying tools, such as SQL, SAS, R, Python
• 1+ years in fintech/financial services
• Experience with PowerBI, Hubspot, SalesForce or other major CRM tool is required
• Ability to learn quickly and manage multiple priorities in a fast-paced and rapidly changing environment
• Team player
• Ability to communicate well and independently manage projects

Responsibilities

• Compile and mine data from multiple sources involving large data sets that are structured and unstructured
• Develop complex data query programming to extract data needed for reporting, analysis, and modeling
• Lead marketing analytics projects to strategize, measure and optimize the effectiveness of funnel and lifecycle campaigns and targeting strategies. Develop test design and campaign selection criteria, pulling lists and applying finance/risk suppressions as required
• Develop and track key marketing metrics to inform decision-making and demonstrate ROI. Create and maintain reporting dashboards tied to marketing campaign activities
• Collaborate with other departments including Sales, Marketing, Engineering, Product, Operations, Finance to optimize efficiency and product offerings
• Performs detailed analysis and interprets information to make recommendations to the line of business
• Creates reporting for high risk segments and designs early warning triggers based on reporting insights and performance
• Assists with developing and enhancing credit risk assessment capabilities to maintain healthy relationships with clients (balancing risk/reward)