Data & Reporting Analyst

Job Description

Job Description

Role Focus

The Data & Reporting Analyst is responsible for managing the integrity, collection, analysis, and reporting of the loan portfolio, technical assistance, and client data for a mission-driven lending organization. This role ensures full compliance with CDFI Fund, SBA, and grant-specific reporting requirements while strengthening DBEDC’s internal data infrastructure.

The position bridges data systems with lending and program operations, ensuring accurate, timely, and reliable reporting of loans, technical assistance (TA) activity, and community impact. This role is critical to maintaining data integrity and supporting regulatory compliance, organizational decision-making, strategic planning, and performance measurement.

The Data & Reporting Analyst is successful when:

• Portfolio, client, and TA data are accurate, complete, and audit-ready at all times
• Regulatory and grant reports are submitted on time with zero material errors
• Leadership and the Board have clear, actionable insights into portfolio performance and impact
• Data systems are trusted, consistently used, and well-documented
• Compliance risk related to data quality or reporting is minimized

Key Responsibilities

1. Data Management & Integrity

• Develop, document, and enforce policies and procedures for efficient and accurate data collection, storage, and maintenance across all systems, including Loanwell and Salesforce.
• Conduct regular data audits and cleaning procedures to ensure quality, accuracy, consistency, and completeness of loan, borrower, and TA data.
• Ensure proper tracking of loan status, interest rates, repayments, deferments, and outstanding balances across systems.
• Maintain data standards and definitions to ensure consistency across reporting and operational use.

2. Regulatory and Compliance Reporting

• Prepare, validate, and submit required monthly, quarterly, annual, and ad hoc reports for federal, state, and private funders.
• Manage the Annual Certification and Data Collection Report (ACR) for the CDFI Fund.
• Maintain compliance with Transaction Level Report (TLR) requirements, including loan, borrower, and community impact data.
• Ensure compliance with metrics, covenants, and reporting obligations tied to SBA, federal, state, and private grants.
• Maintain documentation and audit trails supporting all submitted reports.

3. Performance Metrics & Impact Reporting

• Track and report on key performance indicators (KPIs) related to lending activity, including lending to low-income borrowers, underserved communities, and priority geographies.
• Collect, validate, and analyze data related to Technical Assistance (TA) provided to borrowers, ensuring accurate reporting of hours, services, and outcomes.
• Develop dashboards and regular reports for the Board of Directors, executive leadership, and external stakeholders on portfolio health, performance trends, and social impact.
• Translate complex data into clear, accessible insights for non-technical audiences.

4. Operational Support & Systems Collaboration

• Collaborate with lending staff to ensure timely and accurate data entry for loan applications, closings, servicing activity, and TA delivery.
• Assist with audits conducted by the SBA, CDFI Fund, or independent auditors by providing data, reports, and documentation.
• Serve as a liaison with IT and internal teams to troubleshoot data system issues and support continuous improvement.
• Train and support staff on best practices for data entry, system use, and data quality.
• Maintain data documentation and Standard Operating Procedures (SOPs).

Qualifications – What Success Requires

Mission & Values Alignment

• Strong commitment to DBEDC’s mission and an understanding of racial equity in community development.
• Demonstrated ability to take ownership and deliver high-quality results while recognizing the impact of actions on team and organizational outcomes.
• Strong desire to learn and grow by exploring new approaches, asking questions, and applying lessons from past experiences to drive improvements.
• Comfort with change and the ability to challenge conventional thinking and propose creative solutions.

Experience & Skills

• Minimum of 3–5 years of experience in data management, data analysis, or a related administrative function, preferably within a lending, nonprofit, or community development context.
• Strong organizational, communication, and relationship-building skills.
• Experience collecting, analyzing, and reporting program and performance data.
• Ability to manage multiple projects and deadlines in dynamic environments.
• Proficiency with CRM systems and productivity tools.

Leadership & Collaboration

• Demonstrated ability to work collaboratively across teams and with external partners.
• Ability to give and receive constructive feedback in service of shared goals.
• Demonstrated capacity to function confidently through change, ambiguity, and competing priorities in a high-growth environment.
• Ability to make sound decisions with discretion and effective judgment.

Communication & Interpersonal Skills

• Excellent verbal and written communication skills, with the ability to translate complex information into plain language for diverse audiences.
• Experience preparing clear, accurate program reports, narratives, and impact summaries.
• Strong interpersonal skills with the ability to build trust and work effectively across cultures and communities.
• Ability to represent the organization professionally in public meetings, events, and community coalitions.

Additional Requirements

• Ability to pass a background check.
• Availability for occasional evenings and weekends.

Preferred Qualifications

• Experience with CDFIs, SBA programs, or small business ecosystems.
• Multilingual fluency (Spanish, Cape Verdean Kriolu, Haitian Creole, Vietnamese).
• Strong community ties within Dorchester, Roxbury, and Mattapan.