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
Financial information and advice software
Open for applications
Financial information and advice software
201-500 employees
Open for applications
$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
201-500 employees
Company mission
To help people make smart financial decisions.
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
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 values
- We Empower Users: Our financial insights empower our users
- We Rise & Adapt: We rise and adapt to deliver
- We Collaborate: We value people's talents, ideas, and voices
- We Trust Each Other: We have trust in what we do and in one another
- Data Fuels Our Decisions: Data shapes our goals and drives our actions
Company HQ
Murray Hill, New York, NY
Articles
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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