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
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