Data Analyst / Reporting / Marketing / 2 days onsite in Irvine
Irvine , California
Hybrid
Full Time
$100k - $120k
Job Description
A growing mortgage and lending organization based in Southern California is looking for a Data and Reporting Analyst to join their team full-time. This team is highly focused on business intelligence, internal operations efficiency, and report automation using tools such as SQL Server, Power BI, Salesforce, and Excel.
This is an exciting opportunity for someone who enjoys working in a high-impact, cross-functional role. The company is modernizing its internal reporting infrastructure transitioning data from disparate systems to a centralized SQL database and delivering self-service analytics via Power BI. You’ll be a key player in helping teams make smarter decisions and drive business forward with reliable, scalable insights.
Required Skills & Experience
· 5+ years of experience with SQL, SSIS, SSRS
· 5+ years loading, importing, and exporting data into/from relational databases
· 2+ years of experience with Power BI (including DAX modeling)
· 2+ years of report/dashboard development in Salesforce
· Advanced Excel skills including Power Query
· Strong verbal and written communication skills
Desired Skills & Experience
· Experience with Python and/or VBA
· Mortgage or financial services industry experience
· Bachelor’s degree or equivalent
· Self-starter with a problem-solving mindset and strong attention to detail
What You Will Be Doing
Tech Breakdown:
· 50% SQL Server (ETL, data prep, performance tuning)
· 25% Power BI (dashboards, DAX)
· 15% Salesforce reporting
· 10% Excel / Power Query
Daily Responsibilities:
· 70% Hands-On Reporting & Analysis
· 20% Data Integration & Automation
· 10% Stakeholder Collaboration
The Offer
· Bonus eligible
You will receive the following benefits:
· Medical, Dental, and Vision Insurance
· Generous 401(k) match
· Company-paid life insurance
· Employee loan programs and legal services
· PTO & holidays
Applicants must be currently authorized to work in the US on a full-time basis now and in the future.
A growing mortgage and lending organization based in Southern California is looking for a Data and Reporting Analyst to join their team full-time. This team is highly focused on business intelligence, internal operations efficiency, and report automation using tools such as SQL Server, Power BI, Salesforce, and Excel.
This is an exciting opportunity for someone who enjoys working in a high-impact, cross-functional role. The company is modernizing its internal reporting infrastructure transitioning data from disparate systems to a centralized SQL database and delivering self-service analytics via Power BI. You’ll be a key player in helping teams make smarter decisions and drive business forward with reliable, scalable insights.
Required Skills & Experience
· 5+ years of experience with SQL, SSIS, SSRS
· 5+ years loading, importing, and exporting data into/from relational databases
· 2+ years of experience with Power BI (including DAX modeling)
· 2+ years of report/dashboard development in Salesforce
· Advanced Excel skills including Power Query
· Strong verbal and written communication skills
Desired Skills & Experience
· Experience with Python and/or VBA
· Mortgage or financial services industry experience
· Bachelor’s degree or equivalent
· Self-starter with a problem-solving mindset and strong attention to detail
What You Will Be Doing
Tech Breakdown:
· 50% SQL Server (ETL, data prep, performance tuning)
· 25% Power BI (dashboards, DAX)
· 15% Salesforce reporting
· 10% Excel / Power Query
Daily Responsibilities:
· 70% Hands-On Reporting & Analysis
· 20% Data Integration & Automation
· 10% Stakeholder Collaboration
The Offer
· Bonus eligible
You will receive the following benefits:
· Medical, Dental, and Vision Insurance
· Generous 401(k) match
· Company-paid life insurance
· Employee loan programs and legal services
· PTO & holidays
Applicants must be currently authorized to work in the US on a full-time basis now and in the future.