Staff Data Analyst

About Our Client

The organization operates in the financial advisory industry, addressing the challenge of providing personalized, objective financial advice without asset minimums. It combines certified financial planning expertise with AI and automation to offer holistic financial planning at an affordable flat membership fee. The company has been nationally recognized for its approach and service quality, with high ratings from reputable sources.

About the Opportunity

The Staff Data Analyst role focuses on delivering high-impact insights to operations, product, and leadership teams to enhance business performance. This position serves as a strategic advisor, using advanced data analysis and reporting to influence executive decision-making and drive improvements in growth, margin, and retention.

Responsibilities

• Act as a strategic analytical partner to senior leadership and executive management.
• Proactively identify opportunities to optimize business performance and work with cross-functional teams to implement solutions.
• Perform deep-dive exploratory data analysis using Jupyter Notebooks.
• Develop and maintain interactive data reporting tools using Python, Streamlit, and BigQuery-connected Google Sheets.
• Integrate AI-assisted tools and automation to enhance analytical workflows.
• Collect, clean, and model data from various sources ensuring accuracy.
• Conduct peer reviews of analytical code and methodologies to ensure quality.

Qualifications

• Over 7 years of experience in analytical, decision science, or advanced business intelligence roles with influence on senior management decisions.
• Strong stakeholder management and communication skills.
• Proficiency in Python (including Pandas, Numpy), Streamlit, SQL, dbt, and cloud data warehouses like BigQuery or Snowflake.
• Expertise with Jupyter Notebooks for data analysis and statistical validation.
• Experience with AI tools and workflow automation for coding and analysis.
• Ability to create business-facing reports using Google Sheets connected to cloud warehouses.
• Understanding of consumer tech business metrics such as LTV, retention, CAC, ARR, margin, and cohort analysis.
• Knowledge of secure data handling and customer privacy best practices.
• Proven ability to translate business problems into analytical approaches with measurable outcomes.
• Experience with version control systems such as Git.

Preferred Skills

• Experience in financial planning, fintech, or consumer technology industries.

Pay and Compensation

• Base salary range: $170,000 - $200,000 plus bonus.
• Equity ownership in a rapidly growing company.