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20 jobs similar to Senior Financial Portfolio Analyst, Servicing

Jobs ranked by similarity.

$101,700–$113,000/yr
US

  • Develop scalable analytics assets for finance and revenue cycle management.
  • Partner with executive stakeholders to translate complex data into actionable insights and recommendations.
  • Build performant Databricks workflows and BI tools to support automation and self-service reporting.

Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meals to seniors and patients nationwide. The company is a family-operated business that values compassion, community, and making a difference in the lives of others.

$61,000–$97,000/yr
US Unlimited PTO

  • Analyze servicing, collections, application funnels, and contact-center metrics.
  • Build and maintain automated reports and data models in Snowflake and dbt.
  • Apply AI tools to streamline analytics work and partner with teams.

Splash Financial is a fintech company helping people refinance student loans and other debt through its marketplace and automated loan processing. Remote-first and startup-minded, it values creativity, passion, and urgency.

India

  • Act as the primary analytics partner to senior commercial stakeholders, translating ambiguous business questions into structured analytical briefs.
  • Own the design and delivery of executive-level dashboards and self-service reporting, primarily using Power BI.
  • Champion LLM and AI tool adoption to accelerate analysis and embed AI into BI workflows.

Cision is a global leader in consumer and media intelligence, engagement, and communication solutions, serving 75,000+ companies including 84% of the Fortune 500. The company fosters an inclusive culture that values diversity, equity, and inclusion.

$95,000–$133,000/yr
North America

  • Build interactive dashboards in Hex for exploring financial and business performance.
  • Translate business questions into self-serve reporting and analysis across ARR, retention, and subscriptions.
  • Automate manual tasks using AI workflows and partner with Analytics Engineering to improve data quality.

1Password is a cybersecurity company that provides enterprise password management and Unified Access Management solutions. With over 180,000 businesses, $400M+ ARR, and a remote-first culture, it values collaboration, transparency, and putting people first.

North America 4w PTO 16w maternity 4w paternity

  • Identify and pitch high-value opportunities where data, analytics, or automation can improve business outcomes.
  • Own projects end-to-end, from problem definition through implementation, adoption, and impact measurement.
  • Build scalable, production-quality data models in dbt and design reusable data foundations for BI, ML, and AI use cases.

Fleetio is a modern software platform that helps thousands of organizations worldwide manage their fleet operations. The company raised $450M in Series D funding in 2025 and fosters a remote-friendly culture.

$80,000–$94,000/yr
North America

  • Lead budgeting, planning, forecasting, and financial performance management across Dealer and FSAAS verticals.
  • Develop financial models, KPI dashboards, and reporting tools for executive decision-making.
  • Partner cross-functionally to shape investment decisions, resource allocation, and strategic planning.

JD Power powers auto-related decisions through proprietary data, advanced analytics, and deep industry expertise. The company operates across North America, Europe, and Australia as a virtual-first organization with a culture centered on customer success and trust.

$153,670–$173,990/yr
UK

  • Own the full analytics path from raw data to decision, including warehouse, transformation, and BI layers.
  • Lead and develop a team of analysts and analytics engineers.
  • Partner with stakeholders to define metrics and deliver executive reporting.

Focal Systems is the industry leader in retail AI solutions, using deep learning computer vision to automate and optimize brick-and-mortar retail. It is a tightly-knit, mission-driven team headquartered in San Francisco with operations in Canada, the UK, and Poland.

US

  • Audit and reconcile FHA, VA, and USDA mortgage insurance claims, focusing on FHA claims for the GNMA portfolio.
  • Track claim findings, report recoverable losses, and recommend process improvements to management.
  • Collaborate with clients, industry partners, and internal teams to expedite claims and maximize homeowner outcomes.

LoanCare provides mortgage loan subservicing for banks, credit unions, and independent mortgage companies. It is part of Fidelity National Financial, a Fortune 500 company, with a collaborative culture focused on protecting homeowner outcomes.

US

  • Build, refine, and maintain revenue and churn forecasting models with variance analysis for actionable insights.
  • Integrate Salesforce, Redshift, and Tableau data to develop dashboards and track GTM KPIs.
  • Streamline reporting, automate workflows, and support budgeting and revenue growth initiatives.

Employer.com is an online recruiting platform that helps companies connect with talent and build their employer brand. It fosters a fast-paced, data-driven culture where cross-functional teams collaborate to drive growth and efficiency.

US

  • Partner with stakeholders to translate reporting and analytics needs into scalable data solutions.
  • Design, develop, and maintain dashboards in Sigma to deliver clear, actionable insights.
  • Use SQL and Snowflake to query, transform, and analyze complex datasets.

Magna Legal Services is a legal support provider serving law firms, corporations, insurance carriers, and government agencies. They foster a culture where talented people can do meaningful work and grow their careers.

$87,500–$111,500/yr
US Unlimited PTO

  • Analyze contribution balances, cash balances, and revenue trends to surface opportunities across the HSA core product.
  • Write and optimize complex SQL queries against large relational datasets.
  • Build and maintain dashboards and reports used by Product Managers and senior leadership.

HealthEquity is a healthcare fintech company on a mission to save and improve lives by empowering healthcare consumers. They aim to make HSAs as widespread as retirement accounts by 2030 and value a culture of belonging and inclusion.

$68,040–$106,920/yr
Spain

  • Build and maintain dbt models and core datasets for Accounting reporting.
  • Improve platform reliability through testing, alerting, and runbooks.
  • Optimize performance and cost in Snowflake and dbt to support scaling.

Affirm provides clear, predictable payment plans over time with no hidden fees or surprises. The company is a remote-first organization focused on transparency, care, and flexibility for employees.

$85,200–$145,200/yr
US

  • Deliver analysis that drives decisions by scoping questions, pulling and modeling data, and turning it into clear findings.
  • Own metrics, definitions, and technical documentation so consumers can find, trust, and reuse data.
  • Enable self-service by building reusable queries, dashboards, and guides while using AI tools to raise quality and speed.

RealPage is a technology company that provides software, analytics, and data solutions for the real estate and property management industry. It is a large organization with a culture centered on inclusion, innovation, and data-driven decision-making.

$125,000–$175,000/yr
US 3w PTO

  • Own the integrated 3-statement operating model, annual operating plan, and long-range plan.
  • Manage reforecasts across revenue, COGS, opex, cash, and 13-week cash flow forecasts.
  • Partner with functional leaders to drive budgeting, reporting, and strategic insights.

Lovevery is a direct-to-consumer startup co-founded by serial entrepreneurs and based in Boise, Idaho. It creates science-based developmental products for young children and has a fast-paced, entrepreneurial culture.

$166,600–$208,300/yr
North America

  • Design and build scalable data pipelines and dimensional data marts with cross-functional teams.
  • Drive adoption of AI tooling and self-service analytics across the company.
  • Contribute to data governance, security, and analytics engineering standards.

Mercury is a fintech company building an AI-native data platform that enables reliable analytics and AI-powered products. They value diversity and belonging, with a high-performing data team and an inclusive culture.

US Unlimited PTO

  • Build and maintain invoicing and reimbursement logic for financial models.
  • Reconcile systems and drive data variances to root cause with automation.
  • Build financial controls and support audits with traceable, reproducible results.

Extend revolutionizes the post-purchase experience for retailers with AI-driven solutions like automated customer service, returns, fulfillment, and fraud detection. They work with over 1,000 merchant partners and are backed by prominent tech investors, with a collaborative and supportive culture.

US

  • Own data flow from HubSpot and GTM systems into Snowflake and BigQuery, building trusted reporting on pipeline, bookings, and rep productivity.
  • Answer ad-hoc questions from the CFO and sales leadership, then build forecasts, scoring, and churn models.
  • Work independently to assess transformations and set up a modeling layer with dbt if needed.

Honk is a technology-driven roadside assistance platform that connects enterprise and retail customers with a nationwide network of service providers. We're a PE-backed, remote-first team scaling fast and investing in automation, AI, and excellent talent.

US 4w PTO

  • Design and maintain SQL/Python data pipelines, Snowflake models, and Power BI dashboards for enterprise planning and forecasting.
  • Collaborate with stakeholders across IT, finance, marketing, and distribution to implement data-driven solutions.
  • Analyze processes and data sources to improve accuracy, latency, and reliability, while mentoring junior analysts.

Liberty Mutual is a Fortune 100 insurer providing property and casualty insurance. The company values inclusion and offers comprehensive benefits, with workplace flexibility and professional development opportunities for its employees.

$131,500–$154,700/yr
US

  • Partner with stakeholders across product, engineering, and design to lead metric definition, reporting, and analytics.
  • Design and build statistical analyses, run experiments, and uncover insights to drive product and business performance.
  • Manage BI dashboards and leverage advanced SQL to explore complex datasets and inform strategic pricing decisions.

Engine is an AI-native platform for intelligent business travel, building the technology and supply behind modern corporate travel. The company serves over 40,000 customers and nearly 2 million travelers, with an ambitious culture that values ownership, innovation, and high-caliber colleagues.

Canada

  • Design the technical vision for Lime's Corporate Data Warehouse, building a Finance-grade semantic layer.
  • Own Finance data modeling across NetSuite and sub-ledgers, ensuring consistent definitions for revenue, COGS, and close KPIs.
  • Define and enforce dbt, SQL, CI/CD, documentation, and automated testing standards for audit-grade governance.

Lime is the world's largest shared micromobility company, making transportation shared, affordable, and carbon-free. A Time Magazine 100 Most Influential Company, it has powered one billion rides in nearly 30 countries with an impact-driven culture.