Senior Data Analyst, Rocket Money

PFM Product

$125-150k

+ Bonus

SQL
GCP
Python
Tableau
Looker
R
Power BI
Amplitude
BigQuery
Senior and Expert level
Remote in US
New York
San Francisco Bay Area
Rocket Money

Smart financial management and spending analysis app

Job no longer available

Rocket Money

Smart financial management and spending analysis app

201-500 employees

FintechB2CLifestylePersonal financeFinancial ServicesSaaS

Job no longer available

$125-150k

+ Bonus

SQL
GCP
Python
Tableau
Looker
R
Power BI
Amplitude
BigQuery
Senior and Expert level
Remote in US
New York
San Francisco Bay Area

201-500 employees

FintechB2CLifestylePersonal financeFinancial ServicesSaaS

Company mission

To empower people to live their best financial lives.

Role

Who you are

  • This requires being forward-looking and thinking through the team and company’s initiatives to better understand user journey behavior, while building tooling and frameworks that not only measure performance, but also ladder up to key company KPIs
  • 6+ years of experience in the analytics space, taking on progressively more complex work and senior roles
  • Experience building a roadmap in a cross-functional setting and leading a relationship with non-data counterparts
  • Experience at B2C technology companies and particularly around user engagement, user journey flows, and/or retention analytics
  • A solid understanding of experimental design and statistics and can leverage that for analysis and assessment of A/B tests
  • Experience working with data that’s captured as an events or in a table
  • A strong SQL background. You are comfortable spinning up a quick analysis or proof of concept data model
  • Expertise in data visualization tools (e.g., Looker, Tableau, Power BI)
  • Excellent communication skills, with the ability to explain complex analytical findings to non-technical stakeholders and comfortable speaking with senior/executive level leadership

Desirable

  • Experience with our stack (BigQuery/GCP, Fivetran, Looker, Amplitude)
  • Proficient in using python or R for statistical analysis

What the job involves

  • We’re looking for a Senior Data Analyst with experience working in product analytics to join our growing Data Analytics team
  • As a senior individual contributor, you’ll autonomously and proactively collaborate with the teams across our PFM (personal financial management) product group
  • You’ll analyze the performance of the new user experience and understand the drivers of engagement and retention to help drive strategies for growth
  • To help you do this, you’ll partner with colleagues across, Product, Engineering, Research, CRM, and Data, to build a mature set of reporting and analytics
  • Lead and deepen the relationship between the Data team and specific PMs within our PFM (personal financial management) product group. This means building a deep understanding of the goals of the product organization, creating a plan to use data to help achieve those goals, aligning our teams on that plan, and ultimately executing on the work
  • Be the expert on the new user journey and our engagement and retention data. You’ll leverage your expertise to identify trends, patterns, and anomalies in our data. Ultimately you will help provide actionable insights to inform and recommend strategies to optimize product offerings and customer experiences
  • Partner on projects with Analytics Engineering to ensure accurate and timely availability of data and with Data Science when work requires making predictions
  • Float from thinking about big strategic data questions to getting your hands dirty building out the processes, systems, and ultimately analyses to answer those questions. Be the person responsible for ongoing maintenance of what you have built
  • Translate complex analytical findings into clear and concise reports, dashboards, and presentations for stakeholders at all levels of the organization
  • Continue to improve our culture of experimentation. You’ll be the go-to person for certain PMs in the product organization to guide the design of experiments and jump in to analyze particularly complex or important experiments yourself. Within the data team, you’ll help us think of new ways to improve our experimentation systems and processes across the company
  • Make feedback a constant theme in your day to day - both seeking it from others and providing it to others to make sure we’re always improving as a team

Our take

Managing finances has become increasingly difficult in the last couple of decades, despite access to online banking and other financial apps. The mass of subscriptions, standing orders and utility bills the average American is subject to ultimately makes it difficult to assess and manage their finances within one place.

Rocket Money (formerly Truebill) provides a mobile application that includes a variety of tools that aim to simplify financial management. Tools include an automatic subscription tracker which aims to increase transparency and simplicity for canceling unwanted subscriptions, in addition to monthly spending analytics and budgeting plans.

Whilst there seems to be an app for just about every form of financial management, Rocket Money has taken much-needed action by unifying everything into a single app. Whilst the company initially focused on financial management tools, it's now branched out to more direct financial tools such as utility bill comparison services, autopilot saving and paycheque advance loans.

Kirsty headshot

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Top investors

Few candidates hear
back within 2 weeks

17% employee growth in 12 months

Company

Funding (last 2 of 6 rounds)

Jun 2021

$45m

SERIES D

Nov 2020

$17m

SERIES C

Total funding: $84m

Company benefits

  • Health, Dental & Vision Plans
  • Competitive Pay
  • Matching 401k
  • Unlimited PTO
  • Lunch daily
  • Snacks & Coffee
  • Commuter benefits

Company values

  • Focus on members - We are in this to delight our members. We maintain constant communication to understand their needs and wants
  • Take ownership - We are passionate and proactive. We take ownership and prioritize the long term, not just our team or task
  • Get stuff done - Time and resources are a constraint. We can only win if we are faster, more effective, and more agile than others
  • Prioritize data - We are humble about our opinions and use data across our teams to make better decisions. We have deep respect for the security & privacy of members
  • Enjoy the journey - We believe we can do our best work by supporting each other and seeking together to make our work engaging, fun, and enjoyable
  • Support personal growth - We are committed to using our experience at work to support our own and each other’s personal growth journeys

Company HQ

Downtown Silver Spring, Silver Spring, MD

Leadership

Haroon Mokhtarzada

(CEO & Chairman)

They worked as CEO of Webs for 10 years, while studying at Harvard Law School, before working as VP at Vistaprint. They left this role in 2016 having co-founded Truebill (which later became Rocket Money) in November 2015.

Having studied at the University of Maryland, they worked in Business Development for Webs.com, SGN, appssavvy, and Nanigans for a combined 9 years. In November 2015 they co-founded Truebill.

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