Data Analyst, Collections Operations & KPIs

Momentum Financial Services is a leading provider of financial services in North America. For 40 years, we've been committed to providing financial solutions that meet the evolving needs of consumers and business owners. Through our retail network of over 400 locations, known as Moneymart, Insta Cheques and the Cheque Cashing store, we provide access to cash and related products to help our customers achieve their goals.

Our highly skilled workforce puts customers first in everything we do. We serve 2 million people annually with diverse and innovative financial products such as loans, cheque cashing, money transfer and prepaid cards. Through this ever-evolving suite of services, we empower customers to manage their finances and improve their lives. Wherever customers are on their financial journey, Momentum Financial Services Group provides solutions.

GENERAL FUNCTION

Are you data-driven, detail-oriented, and excited about improving how things work? Join Momentum's Collections Analytics team as a Data Analyst – Collections Operations & KPIs, and help build the dashboards, insights, and reporting that drive operational excellence and informed decision-making.

This role supports day-to-day performance monitoring and provides data insights that help optimize collection agent productivity, contact strategies, and customer outcomes. It's a great opportunity for an early-career analyst to build experience in operations analytics within a fast-growing FinTech environment.

DUTIES/RESPONSIBILITIES

• Reporting & Performance Monitoring
• Develop and maintain daily, weekly, and monthly reports tracking key collections performance metrics, including:
• Contact rates
• Promise-to-pay (PTP) conversion
• Queue penetration
• Agent productivity
• Cure rates and delinquency roll rates
• Collaborate with stakeholders to ensure metrics align with operational goals and business definitions.

• Data Management & Analysis
• Extract, clean, and structure data from various sources (databases, CRMs, telephony platforms).
• Support ad hoc analysis to answer business questions, uncover root causes, and monitor initiative performance.
• Ensure data accuracy, consistency, and timely delivery across recurring reporting.

• KPI Development & Visualization
• Work closely with operations leadership to define and evolve KPIs that reflect strategy and performance goals.
• Build interactive dashboards and visualizations in tools like Tableau or Power BI for real-time insights.

• Process Improvement Support
• Identify gaps or bottlenecks in collections workflows through data analysis.
• Contribute to initiatives focused on improving operational efficiency and contact strategy effectiveness.
  

EDUCATION

• Bachelor's degree in Data Science, Business Analytics, Economics, Finance, Mathematics, Computer Science, or a related field.
  
  

EXPERIENCE

• 1–2 years of experience in an analytical or reporting role (internships included), preferably in financial services, customer operations, or collections.
• Proficiency with SQL for querying relational databases.
• Familiarity with Excel and at least one data visualization tool (e.g., Tableau, Power BI, Looker).
• Bonus: experience working with telephony/CRM systems or operations teams.
  
  

SKILLS

• Strong attention to detail and comfort working with large datasets.
• Ability to translate business needs into analytical solutions and actionable insights.
• Eagerness to learn and grow within a fast-paced, collaborative team.
• Effective communicator with both technical and non-technical stakeholders.
• Curious, proactive, and solution-oriented mindset.
  
  

Additional Information

All your information will be kept confidential according to EEO guidelines.

• Notice to Ontario Applicants – Momentum Financial Services Group is committed to accommodating applicants with disabilities up to the point of undue hardship during the recruitment, assessment, and selection process. If you are selected for an interview, please notify Momentum Financial Services Group if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation, we will work with you to determine how to meet your needs.
  
  

Note to Internal Applicants: All internal applicants are required to notify current manager regarding interest in applying for this role.