{"schemaVersion":"jobsearcher.job.v1","id":"e96875156b4f6d4e2ccb2830","url":"https://jobsearcher.com/jobs/e96875156b4f6d4e2ccb2830","canonicalUrl":"https://jobsearcher.com/jobs/e96875156b4f6d4e2ccb2830","title":"Sr. Operations & Reporting Analyst","description":"Description\n\nNEWITY is America's source for small business capital, dedicated to providing access loan solutions. Achieving our vision requires more than ambition. It demands resilience, collaboration, accountability, professionalism, and a relentless drive to improve. Our culture moves fast, fosters excellence, and rewards those who lean in. It's not for everyone, but if you're energized by challenge, motivated by impact, and ready to grow alongside teammates who share your commitment, there's no better place to build your career.\n\nJob Summary\nNEWITY is looking for an Sr. Operations & Reporting Analyst to support business and operations reporting across NEWITY's various departments. This role owns a demanding calendar of daily, weekly, bi-monthly, and monthly deliverables spanning NEWITY's different loan programs as well as broader portfolio, servicing, and operational reporting across the business. The ideal candidate is detail-oriented, has 2-3 years of experience in operations, reporting, or business analysis, and is comfortable working with financial data as part of a broader operational role.\n\nRequirements\nKey Responsibilities\n\nHelp manage business operations and payment reconciliation.\n\nProvide portfolio updates and reporting\n\nHandle accounts receivable and payment reconciliation, ensuring accurate processing\n\nPrepare compliance reports as required\n\nConduct various financial analyses to support decision-making for other teams\n\nAssist in the preparation of forecasts\n\nDraft presentations and prepare needed data analysis for operations team\n\nManage workload/backlog to ensure reasonable turnaround times and response times\n\nPrepare bid sheets, trade confirmation data, and settlement reporting for loan sale cycle\n\nMonitor loan sale deliverables for accuracy, flagging discrepancies as needed\n\nPerform other ad hoc duties, as needed\n\nQualifications\n\nBachelor's degree in Economics, Business, Finance, or a related field.\n\n2-3 years of professional experience in an operations, reporting, or analyst role.\n\nProficiency in Microsoft Excel with hands-on experience building and maintaining dashboards in Sigma or similar tools.\n\nExperience working within an operational, CRM, or database platforms (e.g., Zoho, HubSpot, Jack Henry, or similar) to manage data sets, build queries, pull data, and generate reports.\n\nDemonstrated ability to create SOPs and procedural documentation, and to manage a high volume of recurring, deadline-driven deliverables.\n\nComfortable managing multiple deliverables at once and adapting to changing circumstances and priorities.\n\nStrong interpersonal, written, and verbal communication skills, with experience presenting reporting findings to internal leaders or external partners.\n\nHigh attention to detail with success roles requiring a high level of quality control\n\nBasic scripting or programming exposure (SQL., R, Python) is a plus\n\nSuccess in This Role\n\nEvery recurring report and deliverable - daily, weekly, bi-monthly, and monthly - is completed accurately and on schedule, with no missed cutoffs.\n\nDiscrepancies in funding, settlement, or balance data are caught and resolved before they affect downstream reporting or partners.\n\nSOPs and process are followed and documentation stays current, enabling smooth cross-training and onboarding.\n\nLoan sale cycle deliverables (bid sheet, trade confirmations, settlements) move through the process on schedule, without last-minute scrambles.\n\nBrings an exceptional attention to detail.\n\nBenefits\n\nCompensation: $70,000 - $85,000 per year\n\nComprehensive Health, Dental, and Vision Insurance\n\nRetirement Plan with Company Match\n\nPaid Time Off and Holidays\n\nNEWITY is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Chicago","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-27T03:20:04.179Z","occupations":[{"code":"13-1199.00","title":"Business Operations Specialists, All Other","slug":"business-operations-specialists-all-other"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"15-2051.01","title":"Business Intelligence Analysts","slug":"business-intelligence-analysts"}],"industries":[{"code":"522299","title":"International, Secondary Market, and All Other Nondepository Credit Intermediation","slug":"international-secondary-market-and-all-other-nondepository-credit-intermediation"},{"code":"522291","title":"Consumer Lending","slug":"consumer-lending"},{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sr. Operations & Reporting Analyst","description":"Description\n\nNEWITY is America's source for small business capital, dedicated to providing access loan solutions. Achieving our vision requires more than ambition. It demands resilience, collaboration, accountability, professionalism, and a relentless drive to improve. Our culture moves fast, fosters excellence, and rewards those who lean in. It's not for everyone, but if you're energized by challenge, motivated by impact, and ready to grow alongside teammates who share your commitment, there's no better place to build your career.\n\nJob Summary\nNEWITY is looking for an Sr. Operations & Reporting Analyst to support business and operations reporting across NEWITY's various departments. This role owns a demanding calendar of daily, weekly, bi-monthly, and monthly deliverables spanning NEWITY's different loan programs as well as broader portfolio, servicing, and operational reporting across the business. The ideal candidate is detail-oriented, has 2-3 years of experience in operations, reporting, or business analysis, and is comfortable working with financial data as part of a broader operational role.\n\nRequirements\nKey Responsibilities\n\nHelp manage business operations and payment reconciliation.\n\nProvide portfolio updates and reporting\n\nHandle accounts receivable and payment reconciliation, ensuring accurate processing\n\nPrepare compliance reports as required\n\nConduct various financial analyses to support decision-making for other teams\n\nAssist in the preparation of forecasts\n\nDraft presentations and prepare needed data analysis for operations team\n\nManage workload/backlog to ensure reasonable turnaround times and response times\n\nPrepare bid sheets, trade confirmation data, and settlement reporting for loan sale cycle\n\nMonitor loan sale deliverables for accuracy, flagging discrepancies as needed\n\nPerform other ad hoc duties, as needed\n\nQualifications\n\nBachelor's degree in Economics, Business, Finance, or a related field.\n\n2-3 years of professional experience in an operations, reporting, or analyst role.\n\nProficiency in Microsoft Excel with hands-on experience building and maintaining dashboards in Sigma or similar tools.\n\nExperience working within an operational, CRM, or database platforms (e.g., Zoho, HubSpot, Jack Henry, or similar) to manage data sets, build queries, pull data, and generate reports.\n\nDemonstrated ability to create SOPs and procedural documentation, and to manage a high volume of recurring, deadline-driven deliverables.\n\nComfortable managing multiple deliverables at once and adapting to changing circumstances and priorities.\n\nStrong interpersonal, written, and verbal communication skills, with experience presenting reporting findings to internal leaders or external partners.\n\nHigh attention to detail with success roles requiring a high level of quality control\n\nBasic scripting or programming exposure (SQL., R, Python) is a plus\n\nSuccess in This Role\n\nEvery recurring report and deliverable - daily, weekly, bi-monthly, and monthly - is completed accurately and on schedule, with no missed cutoffs.\n\nDiscrepancies in funding, settlement, or balance data are caught and resolved before they affect downstream reporting or partners.\n\nSOPs and process are followed and documentation stays current, enabling smooth cross-training and onboarding.\n\nLoan sale cycle deliverables (bid sheet, trade confirmations, settlements) move through the process on schedule, without last-minute scrambles.\n\nBrings an exceptional attention to detail.\n\nBenefits\n\nCompensation: $70,000 - $85,000 per year\n\nComprehensive Health, Dental, and Vision Insurance\n\nRetirement Plan with Company Match\n\nPaid Time Off and Holidays\n\nNEWITY is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.\n\n#J-18808-Ljbffr","datePosted":"2026-08-27T03:20:04.179Z","dateModified":"2026-08-27T03:20:04.179Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e96875156b4f6d4e2ccb2830"},"url":"https://jobsearcher.com/jobs/e96875156b4f6d4e2ccb2830"}}