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Business Insight Analyst (Irvine)
Business Insight Analyst (Irvine)Robert Half • Irvine, CA, US
Business Insight Analyst (Irvine)

Business Insight Analyst (Irvine)

Robert Half • Irvine, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Robert Half Technology is partnering with a leading financial services organization to hire a Business Insight Analyst who will drive data-backed decision-making across lending, operations, and marketing. This is an exciting opportunity for a data-driven professional who thrives in fast-paced, highly regulated industries and enjoys transforming complex datasets into clear strategic insights. If you excel in SQL, BI tools, forecasting, and cross-functional analytics, this role offers tremendous visibility and impact.

Responsibilities

  • Analyze lending pipeline data, financial performance, customer behavior, and operational metrics to support strategic and revenue-driven initiatives.
  • Build and maintain Power BI / Tableau dashboards that track KPIs across lending, marketing, customer experience, and servicing functions.
  • Partner with leadership to uncover inefficiencies, identify revenue opportunities, and support continuous process improvement.
  • Monitor and interpret market trendsincluding interest rate fluctuations, borrower patterns, and prepayment risk.
  • Assist with regulatory and compliance reporting while ensuring accuracy, data integrity, and audit readiness.
  • Develop predictive models and scenario analyses related to delinquency, risk, customer behavior, and financial trends.
  • Present insights through clear reports, visualizations, and executive-level presentations.

Required Qualifications

  • Bachelors degree in Finance, Economics, Data Science, Statistics, Business, or related field.
  • 24 years in analytics, business intelligence, or financial data analysis (mortgage, banking, or financial services preferred).
  • Strong SQL experience across relational databases (MS SQL Server, Snowflake, etc.).
  • Hands-on experience with Power BI or Tableau for dashboards and data visualization.
  • Strong analytical reasoning and the ability to turn data into action.
  • Excellent communication skills for technical and non-technical audiences.
  • Knowledge of the mortgage lifecycle (origination, underwriting, servicing) and industry regulations.
  • Preferred Qualifications

  • Experience with Python or R for statistical modeling and automation.
  • Familiarity with LOS platforms such as Encompass or Quantum Reverse .
  • Understanding of regulatory frameworks (HMDA, TRID, FCRA).
  • Awareness of secondary market standards (Fannie Mae, Freddie Mac, Ginnie Mae).
  • Work Modality & Compensation

  • Hybrid Irvine, CA
  • Full-time
  • Salary : $115K$135K
  • Comprehensive benefits available through Robert Half Technology
  • If you are passionate about leveraging data to drive strategy within a dynamic financial environment, we want to hear from you! Apply today through Robert Half Technology and take the next step in your analytics career.

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