BI Analyst - Credit

Remote / San Francisco

CircleUp is a technology company that leverages Helio - a data aggregation and machine learning platform - to power private market investing in high growth consumer packaged goods brands.  CircleUp’s mission is to help entrepreneurs thrive and our vision is to create an efficient and transparent marketplace for all.  We plan to bring the data-driven revolution that has occurred in the public markets to the private markets and are seeking a Business Intelligence Analyst to help scale CircleUp’s lending business.  

This person will be responsible for extracting actionable insights and intelligence that will be used to support key initiatives and projects.  She or he will work closely with the General Manager of Credit as well as the Finance and Risk / Data science teams to build reports, bring supporting data to decisions, and drive actionable change.  We are looking for someone with an analytical mindset and who is not afraid to make sense of messy data. The ideal candidate will have the creativity and resiliency to deliver results, solve ambiguous problems, and help write the roadmap for CircleUp Credit for years to come. 

CircleUp was recently honored as one of Fast Company's Top 10 Most Innovative Companies in Data Science and has been named a CB Insights FinTech 250, a Top 5 Most Disruptive Company in Finance by CNBC, and to the Forbes FinTech 50. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others

Specific Responsibilities:

  • Lead fact finding missions to augment the decision making process for Credit leadership
  • Construct new pipelines of data and reporting that allow the business to scale; own the design, development, and maintenance of key business reports, analysis and dashboards
  • Translate strategic and tactical business questions into resource/data requirements
  • Design new process and strategies with support from other cross functional teams
  • Collaborate cross-functionally with Marketing, Risk / Data Science, and Product teams to support and scale customer acquisition


  • 2-4 years of analytical based experience ideally in sales / business operations, business intelligence, FP&A, or consulting 
  • Analytical mindset -- history of  solving problems in a data / evidence based fashion
  • Passion for metrics, operational efficiency, and process; detail-oriented with the ability to work fluently with large and diverse datasets
  • Proficient in SQL, Salesforce, Excel and Powerpoint/Google Slides; experience with business intelligence software (i.e Tableau, Qlikview, Metabase)
  • Good understanding of financial services and funding mechanisms for lending
  • Comfortable operating with ambiguous problems and juggling a few projects at a time
  • Willingness to roll up sleeves and quickly shift from high-level planning to day-to-day execution
  • Exceptional integrity and strong work ethic

Nice to haves:

  • Familiarity with and passion for companies in the CPG space
  • Experience with small business lending and/or financial technology
  • Basic understanding of P&L for a lending business unit

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