Director of BI Platform & Analytics, SmartAsset
$146.7-263k
Financial information and advice software
Job no longer available
Financial information and advice software
201-500 employees
Job no longer available
$146.7-263k
201-500 employees
Company mission
To help people make smart financial decisions.
Role
Who you are
- 8+ years of experience in business intelligence, data analytics, or a related field
- 5+ years of experience managing a team of BI and Data Analysts
- The ability to work effectively with both technical and non-technical stakeholders is a key factor of success, as is the ability to balance independent and highly collaborative aspects of the job function
- Extensive experience working with senior executives and driving impact through data is a must
- Strong analytical skills with the ability to translate business needs into actionable, statistically-sound insights and reports as well as demonstrated experience with A/B testing
- Excellent communication skills with the ability to present complex data and analysis to both technical and non-technical audiences
- Strong project management skills with the ability to prioritize and manage multiple projects simultaneously
Desirable
- Bachelor's degree in computer science, information systems, or a related field
- 5+ years of experience managing Tableau deployments and administration
- Knowledge of data governance, data security, and data quality best practices
What the job involves
- Lead the development, deployment, and administration of our BI platform and data analytics solutions
- Work closely with senior executives to understand their business needs and translate them into actionable insights and reports
- Partner with Data Scientists in development of forecasting and statistical modeling
- Manage a team of Data Analysts, ensuring they are meeting project deadlines and delivering high-quality work
- This role is highly technical/hands-on in nature and requires demonstrated attention to detail, execution and follow up on multiple initiatives
- Enable self service on the BI Platform by creating and maintaining the Data Definition & Data Catalog
- Onboard users to the BI Platform by providing user guides and training materials
- Stay up-to-date with emerging trends and technologies in BI and data analytics and make recommendations for new tools and techniques to improve our platform and solutions
- Collaborate with other teams, including Tech, Data Science and Data Engineering teams to ensure the smooth operation of the BI platform and data analytics solutions
- Work with stakeholders and cross-functional teams to extrapolate key performance measures, identify data sources, and build well-functioning reports, dashboards and scorecards to visualize measures and identify trends
- Develop and implement best practices for data governance, data security, and data quality
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 modernise 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 capitalise on a growing number of US citizens looking to manage their financial planning digitally.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jun 2021
$110m
SERIES D
Jun 2018
$28m
SERIES C
Total funding: $160.7m
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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