Data Analyst, Addition Wealth
$90-130k
+ Equity
Financial wellness benefits for employees
Open for applications
Financial wellness benefits for employees
21-100 employees
Open for applications
$90-130k
+ Equity
21-100 employees
Company mission
To make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- 3–5 years of experience in a data-focused role within a fast-paced, analytical environment—consulting, investment banking, private equity, or a high-growth startup (preferably fintech)
- Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions
- Strong analytical and problem-solving skills, with a proven ability to translate ambiguous questions into clear, data-driven narratives
- Self-starter who thrives in a dynamic, high-accountability environment and can work autonomously while collaborating effectively with diverse teams
- Experience designing, maintaining, and optimizing data models, dashboards, and reporting pipelines
- Excellent communication skills, capable of distilling complex data into actionable insights for technical and non-technical audiences alike
- Passionate about our mission to make personalized financial expertise more inclusive and accessible
- The right individual is smart, scrappy, and be ready to dive into whatever what needs to be done
- We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all
What the job involves
- This individual will work closely with the founder and founding team to help identify big opportunities, execute, and will play a key role in the company’s growth
- As a critical member of our team, you will work directly with the executive team, as well as collaborate across product, design, engineering, and marketing teams to drive reporting and uncover key insights
- We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all
- Own the end-to-end analytics process—from data collection and transformation to insight generation and visualization
- Partner with leadership across Product, Marketing, Partnerships, and Finance to identify key metrics, define success criteria, and measure business impact
- Design and maintain dashboards and reporting frameworks that empower teams to make faster, smarter decisions
- Build our reporting capabilities and support the enterprise in internal and external reporting needs
- Build and optimize ETL/ELT pipelines to ensure data reliability, scalability, and accuracy
- Conduct deep-dive analyses on user behavior, product performance, and revenue trends to surface opportunities for growth and efficiency
- Support executive decision-making with clear, data-backed recommendations and scenario modeling
- Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management
- Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchasing a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
Building on this foundation, Addition Wealth's new AI-powered platform lets companies tailor financial wellness to their employees' needs. From guidance on students loans, retirement planning, or emergency savings to interactive courses and access to financial professionals, it make support practical and personal. And by combining education, tools, and human advice in one solution, it helps employees make smarter financial decisions while giving businesses a meaningful way to improve overall financial well-being.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees.
- 401(k) & employer match: As a financial wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match.
- Work from anywhere: We're remote first with a home base in NY. Work from home or cowork with nearby teammates—it’s up to you.
- Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
- Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
- Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial pros: Need help on your personal finances or taxes? Our financial professionals are available to you, always.
Company HQ
Flatiron District, New York, NY
Leadership
Ana Mahony
(Founder & CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
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