Execute on the originations roadmap across direct mail, digital, and partner/affiliate channels — tracking progress, flagging blockers, and keeping initiatives moving
Build business cases to support channel expansion & testing
Define and track OKRs/KPIs for originations performance; surface actionable insights on a regular cadence
Own funnel and conversion reporting end-to-end — build, maintain, and improve dashboards that drive daily decision-making
Identify operational bottlenecks across the origination funnel and design scalable process improvements
Create and maintain process documentation and SOPs that help the team move faster and more consistently
Translate analytical findings into clear recommendations and communicate them effectively to both technical and non-technical stakeholders
Translate business needs and originations priorities into clear, structured requirements for the engineering team
Write requirements, define acceptance criteria, and document workflows to ensure engineering builds the right things in the right order
Own UAT (user acceptance testing) for originations-related releases — validating that what ships matches what was requested, support launch planning and go-to-market execution for initiatives

Bachelor’s degree in Engineering, Business, or Finance.
2–4 years of experience in strategy, operations, management consulting, investment banking, or a high-growth fintech/startup environment
Background in financial services, consumer lending, or a closely adjacent industry preferred
Demonstrated track record of owning cross-functional projects from analysis through execution
Experience translating business problems into functional requirements, user stories, or product specs for an engineering or development team

Strategy & Operations Analyst

Key skills