Sr. Operations & Reporting Analyst

Description

NEWITY 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.

Job Summary

NEWITY 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.

Requirements

Key Responsibilities

• Help manage business operations and payment reconciliation.
• Provide portfolio updates and reporting
• Handle accounts receivable and payment reconciliation, ensuring accurate processing
• Prepare compliance reports as required
• Conduct various financial analyses to support decision-making for other teams
• Assist in the preparation of forecasts
• Draft presentations and prepare needed data analysis for operations team
• Manage workload/backlog to ensure reasonable turnaround times and response times
• Prepare bid sheets, trade confirmation data, and settlement reporting for loan sale cycle
• Monitor loan sale deliverables for accuracy, flagging discrepancies as needed
• Perform other ad hoc duties, as needed

Qualifications

• Bachelor’s degree in Economics, Business, Finance, or a related field.
• 2–3 years of professional experience in an operations, reporting, or analyst role.
• Proficiency in Microsoft Excel with hands-on experience building and maintaining dashboards in Sigma or similar tools.
• Experience 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.
• Demonstrated ability to create SOPs and procedural documentation, and to manage a high volume of recurring, deadline-driven deliverables.
• Comfortable managing multiple deliverables at once and adapting to changing circumstances and priorities.
• Strong interpersonal, written, and verbal communication skills, with experience presenting reporting findings to internal leaders or external partners.
• High attention to detail with success roles requiring a high level of quality control
• Basic scripting or programming exposure (SQL., R, Python) is a plus

Success in This Role

• Every recurring report and deliverable — daily, weekly, bi-monthly, and monthly — is completed accurately and on schedule, with no missed cutoffs.
• Discrepancies in funding, settlement, or balance data are caught and resolved before they affect downstream reporting or partners.
• SOPs and process are followed and documentation stays current, enabling smooth cross-training and onboarding.
• Loan sale cycle deliverables (bid sheet, trade confirmations, settlements) move through the process on schedule, without last-minute scrambles.
• Brings an exceptional attention to detail.

Benefits

• Compensation: $70,000 - $85,000 per year
• Comprehensive Health, Dental, and Vision Insurance 
• Retirement Plan with Company Match 
• Paid Time Off and Holidays 

NEWITY 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.