Senior Data Analyst, SmartAsset

$130-180k

Salary is applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents only and may vary on further locations; + RSUs

SQL

Python

Tableau

Google Analytics

Excel

Optimizely

Mixpanel

Senior level

Remote from US

Financial information and advice software

Job no longer available

Financial information and advice software

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Job no longer available

$130-180k

Salary is applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents only and may vary on further locations; + RSUs

SQL

Python

Tableau

Google Analytics

Excel

Optimizely

Mixpanel

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

Are you a Senior Data Analyst looking to guide and help a Unicorn company take Marketing & Sales decisions based on your analysis skills? Do you get excited by being in the front row of providing forecast and strategic decisions? If so, this role may be for you
We are looking for a person with great problem solving skills, ability to ramp up quickly with an eagerness to learn new things
Qualified candidates should be able to unblock by ad-hoc analyses, while thinking about making the system more robust
Bachelor's degree in Business, Marketing, Computer Science, Statistics, or related quantitative field
5-8 years of business focused analysis experience in a Data Analyst or Business Intelligence focused role
Strong SQL,Python, and Excel skills. Experience with statistical analysis
Experience developing and maintaining reports in Tableau or other data visualization tools
Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau
Comfortable with large data sets and interest in building data models for consumer behavior and business metrics
Strong analytical, problem solving and interpersonal skills
Effective communication skills to present information to technical and non-technical audiences
Highly motivated self-starter with the ability to work efficiently with minimal supervision
Knowledge of and curiosity to stay current on industry analytical trends

What the job involves

At Smartasset you will join a team of data scientists, analysts and ML engineers that are at the forefront of AI/ML application for the company
You will have the opportunity to work cross-functionally with leaders from different teams (Marketing, Product, Sales, and Technology), and with our growing Data team
Predicting Revenue and Margins, based on the current status of the business, and guiding the Sales, Marketing and other teams to make the most optimal decisions
Support Sales team on what-if analyses before onboarding new customers and launching new products
This role is highly visible, and is crucial for driving data-informed decision-making across the organization
The role will evolve with time, and may need to support other business partners as the needs grow
Understand the changes that impact the business revenue and margin
Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions
Conceptualize and maintain key performance reports and dashboards through deep data analysis with an emphasis on automation and scalability
Detect trends, identify opportunities, and provide actionable insights to department leaders allowing them to make informed data-driven decisions to drive the core business
Work closely with business partners to identify and analyze practical solutions through existing or new business systems

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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