Data Analyst II

At the company, our mission is to look after the financial best interests of the up-and-coming, beginning with the empowering, proud step of micro-investing. How do we accomplish our mission? Our values.

Lead With Heart - With compassion, integrity, and tenacity, inspire yourself and others to move past all previous thresholds of possibility

Make Bold Decisions - We are creating a new world. Be optimistic, adventurous, and courageous. Leap fearlessly into the future

Always Build Trust - Say what you mean, mean what you say, and do what you say you’re going to do. We are all owners. We are one team

Never Stop Growing - Change IS the constant. Stay hungry and curious. Be relentless in the pursuit of progress

Find a way - Never settle, no excuses, nothing is impossible. Just make it happen

Be the owner - Drive with intensity and take total responsibility for the outcome. It's on you.

Our values guide us, and our mission drives us. Come join us and help deliver financial wellness for the whole family, putting the tools of wealth-making into everyone’s hands.

DATA ANALYST II | the company

The company is seeking a Data Analyst II for Marketing Analytics to act as an experimentation lead and strategic partner for Marketing. In this role, you will drive the company' marketing measurement roadmap—spanning experimentation, forecasting, and incrementality testing—partnering with Marketing leaders during planning to define what gets tested, in what order, and with what success criteria. As an individual contributor, you will drive statistical rigor, mentor fellow analysts, and translate marketing measurement insights into long-term budget and channel decisions.

The company is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA.

WHAT YOU WILL DO AT the company

• Drive the Marketing Measurement Roadmap: Help lead the marketing analytics strategy across experimentation, forecasting, and incrementality testing, partnering with Marketing and 3rd party agencies during planning to define test scope, prioritization, and success metrics before they're formally established.

• Drive Geo Holdout & Incrementality Testing End-to-End: Design and run geo holdout tests and other incrementality methodologies to measure true marketing lift, isolating channel and campaign impact from baseline demand.

• Collaborate with Data Science to maintain up-to-date priors and data inputs for the MMM, ensuring accurate and actionable outputs

• Champion Statistical & Experimentation Rigor: Oversee end-to-end marketing experimentation strategy, setting standards for sample sizes, statistical power, confidence intervals, test design, and post-experiment analysis.

• Build & Maintain Marketing Forecasts: Develop forecasting models for marketing performance and spend efficiency, incorporating seasonality, channel saturation, and macro trends to inform budget allocation decisions.

• Uncover Proactive Insights: Query large-scale data platforms like Databricks and BigQuery alongside marketing and media data sources to identify channel inefficiencies, investigate anomalies, and bring strategic hypotheses to cross-functional partners.

• Scale Capabilities with AI & Automation: Utilize AI tools and agent-based workflows to streamline data extraction, automate repetitive analyses, and accelerate engineering and analytical throughput.

• Provide Technical Leadership & Mentorship: Serve as a subject matter expert and mentor to junior and mid-level analysts, elevating analytical rigor, conducting code reviews, and fostering a strong data culture.

WHAT YOU WILL BRING TO the company

• 5+ years of experience in marketing analytics, media measurement, or a related field, with a proven track record of driving strategic marketing decisions.

• Required: hands-on experience designing and running geo holdout tests or comparable geo-based incrementality methodologies.

• Experience building marketing forecasting models (e.g., spend/response, MMM, or channel-level forecasting).

• Deep expertise in experimentation methodology, A/B testing, hypothesis testing, sample estimation, and statistical power analysis, applied to marketing contexts.

• Advanced proficiency in writing SQL and Python within cloud data environments like Databricks and BigQuery.

• Hands-on experience with marketing measurement tools and platforms (e.g., MMM/incrementality platforms, ad platform reporting such as Google/Meta, or similar).

• Strong intuition for marketing and customer psychology, specifically around how channel and campaign decisions impact acquisition and retention.

• High autonomy and project management skills, with a history of driving unstructured, complex analytics projects from discovery through implementation.

• Demonstrated commitment to formal mentorship and technical leadership, upleveling peers through shared frameworks and best practices.

• Hunger to deliver game-changing products.

• Exceptional drive and precision in delivery.

• A belief that your work is tied to your life's mission.

• Optimistic about the potential of societal change.

You are not expected to have experience with all listed requirements. If you feel passionate about the company' mission, vision, and values, please apply.

What we offer

• Competitive salary and stock options

• A comprehensive benefits package for you and your family

• Flexible work location, hours, and paid time off

• 401(k) matching

• Monthly the company account contribution & GoHenry account for your family

• Mindfulness and Financial Wellness resources, Headspace and Addition Wealth

• the company Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)

• Roots Leadership Program for Emerging Leaders

• Community week onsite gatherings and various virtual events

• Talented and motivated team members who care deeply about one another, our mission, and our customers.

• The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.

About the company

The company is the financial wellness company helping everyday Americans grow their money for the long term. Since 2014, the company has grown into a global company with multiple life stage products serving the needs of kids, teens, adults, and parents. Named one of America's Best Financial Services of 2026 by TIME [link for members] the company has served over 16 million people and helped customers save & invest over $33 billion dollars, much of it from spare change and small amounts.

Compensation Information

The pay range for this position at commencement of employment is expected to be between $145,700 and $171,100/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including equity grants and discretionary cash bonus awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Work Authorization

The company participates in E-Verify to confirm the employment eligibility of all newly hired employees. For more information about E-Verify, please visit [link for members] [link for members]