About the role

  • Develop and maintain automated dashboards and reporting solutions that provide visibility into key financial and operational metrics using BI tools (Tableau, Looker, etc.)
  • Transform and analyze data from multiple sources (databases, APIs, spreadsheets) to identify trends, patterns, and actionable insights
  • Collaborate with stakeholders across finance, operations, and leadership to understand reporting requirements and define critical KPIs
  • Monitor data quality and ensure accuracy of all business intelligence deliverables
  • Present findings and strategic recommendations to management and cross-functional teams
  • Support ad-hoc data analysis requests and contribute to business case development

Requirements

  • Strong proficiency in BI visualization tools (Tableau, Looker) and advanced Excel capabilities
  • Experience with Python and SQL for data manipulation and analysis
  • Proven analytical and problem-solving abilities with attention to detail and data accuracy
  • Knowledge of database systems and data warehousing concepts
  • Excellent communication and presentation skills with passion for translating data into compelling narratives
  • Bachelor's degree in Business, Analytics, Statistics, or related quantitative field
  • 2-4 years experience combining finance and data analytics, ideally in corporate finance, fintech, consulting, or analytics-focused roles (Bonus Points)
  • Experience with cloud platforms (AWS, Azure, GCP) (Bonus Points)
  • Background in financial services or wealth management industry (Bonus Points)
  • Experience building dashboards that directly influenced strategic business decisions (Bonus Points)

Benefits

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Job title

Business Intelligence Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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