Senior Business Operations Analyst
FL - Jacksonville · UT - Cottonwood Heights · 5+ years experience · Full-time · Remote · Posted Oct 19, 2026
At a glance
- Experience
- 5+ years experience
- Employment
- Full-time
- Workplace
- Remote
- Location
- FL - Jacksonville · UT - Cottonwood Heights
About the role
- We’re looking for a Senior Data Analyst to join the Business Intelligence team supporting Operations at SoFi.
- In this role, you will be the analytical engine supporting various Operations functions and initiatives, translating complex operational data into the insights and narratives that drive performance, service quality, and member experience.
Responsibilities
- Serve as a thought partner to leadership — helping define what operational excellence looks like through data.
- Act as a reporting leader for Operations, setting standards for how SoFi measures, monitors, and improves the member experience through data.
- Own and drive reporting roadmaps, ensuring consistency, data accuracy, and scalability.
- Partner with Operations and CX leaders to define, monitor, and evolve key performance indicators (KPIs) that align with service excellence and business objectives.
- Lead the design, automation, and maintenance of Tableau reporting suite for Operations stakeholders, establishing a scalable 'source of truth' for operational performance and member experience metrics.
- Partner with Data Engineering to define business logic and data requirements, ensuring that upstream data collection is structured to support accurate, scalable downstream analytics.
- Develop reporting frameworks that unify data from multiple sources (ex. customer experience metrics, contact center systems, agent productivity tracking, workforce management, and survey tools) into cohesive, actionable insights.
- Lead deep-dive diagnostic analyses—including variance and root cause investigations—to uncover performance drivers and identify opportunities to reduce member friction or operational inefficiency.
- Leverage cutting-edge AI tools (such as Claude, Cursor, ChatGPT, and AI coding assistants) to accelerate analytical workflows, automate query/script building, and deliver faster, smarter insights.
- Translate analytical findings into strategic recommendations that influence process design, workforce planning, and continuous improvement initiatives.
Requirements
- Bachelor’s degree in Analytics, Statistics, Economics, Engineering, or a related quantitative field (Master’s preferred).
- 5+ years of experience in data analytics, operations analytics, or business intelligence—ideally within a high-growth FinTech or regulated financial environment.
- Proven experience analyzing complex operational datasets, such as contact data, customer experience data, and agent productivity metrics.
- Advanced SQL skills with the ability to write complex, performant queries to extract insights from large-scale data warehouses.
- Advanced proficiency in Tableau (highly preferred) or other visualization tools (Looker, Power BI) to build scalable, automated dashboarding suites.
- Demonstrated ability to be on the leading edge of modern AI analytics tools (e.g., Claude, Cursor, ChatGPT) to optimize workflows, code more efficiently, and deliver impactful insights faster.
- Proven track record of “building from the ground up”—specifically designing new reporting frameworks, defining KPIs, and establishing data "sources of truth."
- Elite communication and storytelling skills, with the ability to simplify complex data and influence non-technical stakeholders and leadership.
- Strong business acumen and a passion for improving member experiences through data-driven decision-making.
- Comfort navigating ambiguity and working in fast-paced environments with evolving priorities and cross-functional dependencies.
Preferred qualifications
- Experience in business banking, commercial banking, or fintech with an understanding of lending, payments, or risk operations.
- Familiarity with operational performance management, workforce planning, service operations, risk operations, or process optimization.
- Experience working in regulated environments with attention to governance, controls, and auditability.
- Familiarity with Python, R, or other analytical tools.
Workplace
- We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
Skills
- SQL
- Tableau
- Looker
- Power BI
- Claude
- Cursor
- ChatGPT
- Python
- R
