Data Strategy Advisor for Financial Services Company

Project Description

We need a data scientist to advise us on our data strategy. This includes our current approach to data capture (including what pieces of information we should be tracking) as well as a strategy / timeline for implementing a new automated pricing and underwriting tool to improve our underwriting process.

We are a small, fast-growing merchant cash advance company. We need someone that has deep expertise in data science, a strong business acumen, and extensive experience in financial services - preferably with some experience with merchant cash advance companies. 

We are currently rolling out a new internal application that will track all aspects of the underwriting process in a SQL database. Prior to the application launch, most of our underwriting data is stored in PDF forms on our internal network.

The deliverable we are looking for is advice on:

• What data we should be tracking with the launch of the new application
• Approach to converting previous PDF data into a format that is able to be analyzed
• Timeline / strategy for implementing an automated underwriting model based on this data