Data Analyst, Operations

ABOUT the company 🔮

The company’s mission is to empower people to live their best financial lives. The company offers members a unique understanding of their finances and a suite of valuable services that save them time and the company – ultimately giving them a leg up on their financial journey.

ABOUT THE TEAM 🤝

The the company Data Analytics team is comprised of data analysts who are passionate about using data to drive business decisions and improve user experiences. Analysts work within a semi-embedded organizational structure to independently build data analytics tooling, drive strategy with data, and assess experiments within cross-functional product vertical aligned teams. Analysts also work closely with other members of the analytics engineering and data science teams to further our product delivery, operations, finance, and marketing goals.

We’re growing the team and hiring a Data Analyst to deepen our partnership with Operations and Customer Support teams. In this role you’ll bring a strong analytic point of view to concrete operational problems — shaping measurement and reporting, leading ad hoc investigations, and delivering actionable insights—while helping raise the bar for how we use data to improve member outcomes.

Tech Stack: BigQuery, dbt, Looker, Amplitude, Deepnote

IN THIS ROLE, YOU'LL 🤹

• Partner  semi-embedded  with operations and customer support management teams to own complex analytic work end-to-end: framing questions, defining measurement, and delivering narratives that influence roadmap decisions with a clear  point of view  grounded in evidence.

• Build trusted relationships with  operations leadership and relevant cross-functional partners , communicating tradeoffs managing expectations through ambiguity, and ensuring analytics engagement lands at the right moments.

• Lead  high-impact ad hoc analyses  that surface non-obvious opportunities or trends in operations data; proactively follow insights through to recommendations which will directly impact customer outcomes.

• Be a force multiplier for the team via creating  self-service analytics : contributing dashboards, metric definitions, reusable queries/notebooks, and documentation so recurring questions scale.

• Proactively seek out creative ways to apply data analytics methods and tools within the operations space. Guide and educate stakeholders and partners in the usage of these tools to support their decision-making process.

• Mentor and uplift teammates  through high-quality reviews, feedback, and collaboration while modeling pragmatic prioritization: balancing rigor with speed and escalating when scope or risk requires broader alignment.

• Own commitments for your initiatives with predictable communication: clarify scope, document methods/limitations, communicate impact, and reprioritize when new information changes what “most impactful” means.

ABOUT YOU 🦄

• You have deep expertise in data analytics and a strong understanding of data systems and processes, especially delivery of scalable, repeatable self service analytics.

• You have 4+ years of experience data analytics and proven experience working with operations teams to drive meaningful product improvements.

• You have advanced SQL skills and experience in a BI tool like Looker (preferred), Tableau, Databricks or PowerBI. Experience with light work in DBT or Airflow is a plus.

• You excel at stakeholder management and can build effective relationships across the organization. You self-organize a peer group to gain feedback.

• You are focused on making sure that analytics tools are accurate, complete, and timely. Analytics is a strategic asset but also a strategic risk if numbers are wrong.

• You are proactively involved with your internal clients in a strategic manner. You are not a ticket taker.

• You want to continue to grow and learn. You are excited by hard problems and big challenges.

• You are looking forward to an AI-first world and regularly use AI to assist you in your work, but you also understand the trade-offs of using AI and know when to use your brain cells over your tokens.

• Experience in fintech, banking, or finance is a plus.

WE OFFER 💫

• Health, Dental & Vision Plans

• Life Insurance

• Long/Short Term Disability

• Competitive Pay

• 401k Matching

• Team Member Stock Purchasing Program (TMSPP)

• Learning & Development Opportunities

• Tuition Reimbursement

• Unlimited PTO

• Daily Lunch, Snacks & Coffee  (in-office only)

• Commuter benefits  (in-office only)

Additional information: Salary range of $120,000 - $160,000 + bonus + benefits. Base pay offered may vary depending on job-related knowledge, skills, and experience.

This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time.  Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law.  The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws.

The information regarding compensation and other benefits included in this paragraph is the company’s current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.