Sr. Operations & Reporting Analyst
Company: NEWITY LLC
Role summary
Sr. Operations & Reporting Analyst is a role at NEWITY LLC in Chicago, Illinois, United States (on-site). Posted 2026-08-20. Experience level: 2-5.
- Job title
- Sr. Operations & Reporting Analyst
- Company
- NEWITY LLC
- Location
- Chicago, Illinois, United States
- Work arrangement
- on-site
- Category
- Software Engineering
- Experience level
- 2-5
- Date posted
- 2026-08-20
You’ll be a key player in shaping business strategy by transforming raw data into actionable insights for the leadership team at this rapidly growing company. It’s an ideal spot if you enjoy solving complex problems independently and want to make a tangible impact on operational efficiency without the typical corporate red tape.
Job description
Description
NEWITY is America’s source for small business capital, dedicated to providing access loan solutions. Achieving our vision requires more than ambition. It demands resilience, collaboration, accountability, professionalism, and a relentless drive to improve. Our culture moves fast, fosters excellence, and rewards those who lean in. It’s not for everyone, but if you’re energized by challenge, motivated by impact, and ready to grow alongside teammates who share your commitment, there’s no better place to build your career.
Job Summary
NEWITY is looking for an Sr. Operations & Reporting Analyst to support business and operations reporting across NEWITY's various departments. This role owns a demanding calendar of daily, weekly, bi-monthly, and monthly deliverables spanning NEWITY’s different loan programs as well as broader portfolio, servicing, and operational reporting across the business. The ideal candidate is detail-oriented, has 2–3 years of experience in operations, reporting, or business analysis, and is comfortable working with financial data as part of a broader operational role.
Requirements
Key Responsibilities
Help manage business operations and payment reconciliation.
Provide portfolio updates and reporting
Handle accounts receivable and payment reconciliation, ensuring accurate processing
Prepare compliance reports as required
Conduct various financial analyses to support decision-making for other teams
Assist in the preparation of forecasts
Draft presentations and prepare needed data analysis for operations team
Manage workload/backlog to ensure reasonable turnaround times and response times
Prepare bid sheets, trade confirmation data, and settlement reporting for loan sale cycle
Monitor loan sale deliverables for accuracy, flagging discrepancies as needed
Perform other ad hoc duties, as needed
Qualifications
Bachelor’s degree in Economics, Business, Finance, or a related field.
2–3 years of professional experience in an operations, reporting, or analyst role.
Proficiency in Microsoft Excel with hands-on experience building and maintaining dashboards in Sigma or similar tools.
Experience working within an operational, CRM, or database platforms (e.g., Zoho, HubSpot, Jack Henry, or similar) to manage data sets, build queries, pull data, and generate reports.
Demonstrated ability to create SOPs and procedural documentation, and to manage a high volume of recurring, deadline-driven deliverables.
Comfortable managing multiple deliverables at once and adapting to changing circumstances and priorities.
Strong interpersonal, written, and verbal communication skills, with experience presenting reporting findings to internal leaders or external partners.
High attention to detail with success roles requiring a high level of quality control
Basic scripting or programming exposure (SQL., R, Python) is a plus
Success in This Role
Every recurring report and deliverable — daily, weekly, bi-monthly, and monthly — is completed accurately and on schedule, with no missed cutoffs.
Discrepancies in funding, settlement, or balance data are caught and resolved before they affect downstream reporting or partners.
SOPs and process are followed and documentation stays current, enabling smooth cross-training and onboarding.
Loan sale cycle deliverables (bid sheet, trade confirmations, settlements) move through the process on schedule, without last-minute scrambles.
Brings an exceptional attention to detail.
Benefits
Compensation: $70,000 - $85,000 per year
Comprehensive Health, Dental, and Vision Insurance
Retirement Plan with Company Match
Paid Time Off and Holidays
NEWITY is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.