Senior Data Analyst, SmartAsset

$135.5-200k

+ RSUs. Salary is applicable to candidates in California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City only

Tableau

Google Analytics

JIRA

Optimizely

Mixpanel

Mid and Senior level

Remote from US

Financial information and advice software

Open for applications

Financial information and advice software

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Open for applications

$135.5-200k

+ RSUs. Salary is applicable to candidates in California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City only

Tableau

Google Analytics

JIRA

Optimizely

Mixpanel

Mid and Senior level

Remote from US

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Company mission

To help people make smart financial decisions.

Job

Company

Role

Who you are

Bachelor's degree in Statistics, Mathematics, Computers or related quantitative field
4-8 years of experience as a Data Analyst
Strong Statistical analysis, Python (libraries), SQL, and Excel skills
Comfortable working with large data sets and interest in building data models for consumer behavior and business metrics
Experience developing and maintaining reports using data visualization tools

Desirable

Skilled at using Tableau for data visualization and reporting
Proficient in statistical methods, including confidence intervals and hypothesis testing
Experience with tracking and analytics tools such as Mixpanel, Google Analytics, Google Tag Manager, Optimizely
Ability to manage multiple projects with tight deadlines while balancing business needs and data constraints
Familiarity with project management tools (Jira) and version control systems (Gitlab)

What the job involves

Understand the changes that impact the business revenue and margin
Detect trends, identify opportunities, and provide actionable insights to department leaders allowing them to make informed data-driven decisions to drive the core business
Conceptualize and maintain KPIs and reports
Develop standardized dashboards through deep data analysis and ad hoc reports to inform business decisions, with an emphasis on automation and scalability

Our take

Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.

SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach therefore allows it to reach more than 100 million people each month.

SmartAsset has managed to modernize the process of locating clients for advisors - previously a slow and labour-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems likely to capitalize on a growing number of US citizens looking to manage their financial planning digitally.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-12% employee growth in 12 months

Glassdoor (3.7)

Company

Funding (last 2 of 6 rounds)

Jun 2021

$110m

SERIES D

Jun 2018

$28m

SERIES C

Total funding: $160.5m

Company benefits

All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US
Medical, Dental, Vision - multiple packages available based on your individualized needs
Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
Short-term and Long-term Disability
FSA: Medical and Dependant Care
401K
Equity packages for each role
Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
EAP (Employee Assistance Program)
Employee Resource Groups supporting our underrepresented communities
Pet Insurance
Home Office Stipend

Company HQ

Murray Hill, New York, NY

Leadership

Michael Carvin

(Founder & CEO)

Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. They spent their time using financial models to help companies understand how to make better decisions.

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