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Business Analyst

Spruce Finance is committed to helping people reduce their utility bills and improve their homes and environment by offering consumer financing solutions for residential energy efficiency improvements and solar systems. We make our finance products available on a single software platform and sell them through a national network of verified channel partners. Our platform simplifies the sales experience for our channel partners and helps them sustainably grow their businesses. A private company headquartered in San Francisco, with additional offices in Houston, Anaheim, and New York, we operate in all 50 states and Washington, DC. We have raised more than $2B in financing and currently serve 70,000 homeowners.

Finance products for residential solar – including loans, leases, power purchase agreements, and property-assessed clean energy (PACE) financing – are available in 23 states, and financing for home efficiency improvements is available in all 50 states. Spruce’s national reach and full product suite enable the company to capture more share of business from its channel because clients can access multiple finance products for a wide variety of home improvements on a single platform. Spruce is also able to capture a greater share of wallet from consumers by offering them the financing they want for the energy efficiency home improvement they need and creating a long-term relationship that enables additional sales of complementary improvements down the road.

If you are interested in joining our Spruce team and want to learn more about our mission, we’d like to meet you.


THE ROLE: Business Analyst

Responsible for performing analysis and generating actionable recommendations for improving Operations performance in a leading residential energy finance company. Report to the Director, Operations and work to dive deep into our data to arrive at insights that inform tactical and strategic efforts in any of the various groups in Operations. Requires attention to detail and the ability to tell a complete and actionable story through data and analysis. Ability to create weekly, monthly and ad hoc reporting and perform analysis to guide data-driven business decisions.

Key responsibilities include:

  • Generate and maintain reports to track Operation performance on a weekly, monthly, and quarterly basis
  • Lead a weekly Operations metrics meeting where Management reviews team performance and highlight opportunities for improving service levels, efficiency, and quality
  • Define Key Performance Indicators and methods for tracking these KPIs for vendors and in-house Operations groups
  • Perform deep-dive analysis as required to generate actionable steps for improving Operations performance or support data-driven business decisions for tactical or strategic initiatives
  • Generate reporting in Power BI and Tableau that can be used by management to inform decisions and track their team’s performance
  • Maintain data quality and inform procedures and project implementation to ensure we are able to capture meaningful data from business processes
  • Create and present analysis to upper management
  • Evaluate data quality issues and define/implement corrective
  • Work closely with the fleet team to develop a system of automated alerts for detecting underperformance

Must be eligible to work in the US and this position is NOT eligible for visa sponsorship


General Knowledge & Skills:

  • Experience with Power BI, Tableau or other similar data visualization software
  • Proven focus on and experience with generating actionable recommendations through data-driven analysis
  • Ability to understand how data maps to business processes and to make recommendations on how to adjust procedures to gain efficiencies, increase quality or improve service
  • Ability to communicate clearly and succinctly
  • Proven experience with a combination of SQL, SSRS, Tableau, Power BI, Excel
  • Ability to write SQL queries and work with relational databases
  • Strong Power Point presentation skills
  • Experience with programming languages including Python and R is preferred but not required



  • A Bachelor’s degree is required for this role.



We value a diverse work environment. Spruce is an equal opportunity employer and hires without consideration to race, color, religion, national origin, age, gender, sexual orientation, marital status, veteran status, disability or any other characteristic protected by applicable federal, state or local laws.

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