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Libertas Funding

Senior Business Analyst

Greenwich, CT · On-site · Data and Portfolio Analytics

$125K – $175K

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About the role

SQLPostgreSQLRedshiftAWSHubSpotFinancial ModelingCompliance
Libertas Funding, LLC seeks a Senior Business Analyst to build & enhance financial models, deliver data-driven insights, & support reporting & analytics needs across the organization. The successful candidate will partner w/finance, marketing, engineering, & data technology teams to drive accuracy, efficiency, & strategic decision-making. Key Responsibilities: - Financial modeling & forecasting: Build and enhance financial models supporting monthly, quarterly, and annual budgeting and forecasting cycles. - Reporting & insights: Provide regular and ad-hoc reporting across accounting, finance, and marketing teams; deliver insights and recommendations that drive strategic and tactical business decisions. - Data infrastructure & pipelines: Partner with data engineering and DevOps teams to evolve data infrastructure and implement scalable, well-structured pipelines supporting analytics and dashboarding. - Dashboard & reporting automation: Design, build, and automate daily, weekly, and monthly dashboards and reports using AWS QuickSight; optimize platform efficiency, validate self-service solutions, and aggregate large datasets for QuickSight delivery. - SQL & data modeling: Design, build, and optimize SQL views, tables, and data models in Amazon Redshift using PostgreSQL. - Data accuracy & validation: Ensure accurate data capture across business processes; validate data flow, system logic, and metrics calculations; implement checks and monitoring frameworks; identify and resolve discrepancies to maintain transparency and compliance with business logic. - User Acceptance Testing: Conduct end-to-end UAT for system updates, enhancements, and data model releases. - Marketing analytics: Partner with marketing to support campaign analytics, lead performance analysis, and marketing attribution through integrated HubSpot datasets. - Ad-hoc analysis: Support ad-hoc reporting requirements through detailed SQL analysis & dashboard building. - Documentation: Maintain comprehensive documentation for data models, metrics definitions, dashboards, and reporting processes. - Team support: Oversee and support team members in day-to-day operations as a key resource. - Compliance: Adhere to compliance procedures and internal/operational risk controls per applicable regulatory standards and policies Qualifications & Education Requirements: - Master's degree in Finance, Economics, or a similar quantitative discipline. - A minimum of 2 years of relevant experience. Benefits: - $125,000 - $175,000/year, depending on experience. Health, dental, and vision insurance, 401(k). Libertas Funding, LLC participates in E-Verify. Libertas Funding, LLC will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis. Libertas Funding, LLC provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by the federal, state, or local laws.