Full-time • Remote
At Boldin, our aim is to enable anyone to live better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future.
We have seen exponential growth as we expand our financial planning software footprint for consumers, advisors, workplace, and enterprise clients. We need bright, motivated people to join us at this crucial expansion phase and play a key part in taking our company to the next level.
About the Role
We’re looking for a dynamic, experienced Data Analyst to join our growing team of professionals. Working under the direction of the Analytics Lead, you will be a founding member of the Data Analytics team, standing up processes responsible for data collection, processing, modeling, and analysis. You will develop, implement, and maintain Boldin’s Consumer and Enterprise reporting while setting a foundation for data fluency across the organization. A solid foundation in implementing high-performance analytic solutions and ability to master new technology that we use today and new ones for the future is required.
We have seen exponential growth as we expand into large Enterprise sales from our foundation of direct-to-consumer financial management tools. We need bright, motivated people to join us at this crucial expansion phase and play a key part in taking our company to the next level. As a member of an early-stage startup, you will influence the company's success. If you thrive at the real-world intersection of people, software, design, and data and want to drive critical projects at an exciting business in a high-growth mode, apply today.
What you will do:
You will design, develop, and maintain interactive dashboards and reports that provide real-time visibility into key performance metrics, enabling stakeholders to make informed choices.
Key Responsibilities:
- Data and Analytics Infrastructure: Use a wide variety of tools to create reports including AWS Athena, Google Analytics, Amplitude, Hex, and Superset. Help define performance metrics and design automated dashboards to track progress and keep the analytics team organized by maintaining a data dictionary of current and future state of analytics events
- Dashboard Development: Create visually appealing and user-friendly dashboards using tools like Tableau, Power BI, or Looker to present data insights in an easily digestible format.
- Reporting: Generate regular and ad-hoc reports that summarize key metrics and trends; ensure reports are accurate, timely, and tailored to the needs of various stakeholders.
- Data Visualization: Employ best practices in data visualization to effectively communicate complex information; provide recommendations on how to improve data presentation.
- Stakeholder Collaboration: Work closely with product managers, marketing teams, and executives to understand their reporting needs and deliver actionable insights that support strategic initiatives.
- Data Quality Assurance: Ensure the integrity and accuracy of data used in reporting; identify discrepancies and work with relevant teams to resolve issues. Work with the analytics lead to develop best practices for tracking, instrumentation of data and events across the platform
- 3+ years of experience in a position monitoring, managing, manipulating, and drawing insights from data
- Strong SQL skills and ability to perform effective querying involving multiple tables and subqueries.
- Experience with Python for data analysis
- Interest in at least one of the following areas
- Data engineering tasks such as data modeling and writing spark jobs
- LLM experimentation
- Managing product analytics tools and building a company wide culture of analytics.
- Excellent communication skills. Presenting information will be a regular part of this role.
- Experience with Google Tag Manager, Google Analytics and Amplitude (or similar tools) is preferred
- Experience in financial services ecosystem is preferred
- Bachelor's degree or equivalent experience
- Remote work environment
- Actual work/life balance (unlimited PTO)
- Great health insurance
- 401k matching
- Dental, vision, and life benefits
This is a fully remote position
Salary Range
$100,000 - $130,000
This position offers a competitive salary between $100,000 and $130,000, depending upon experience and qualifications. Salary may vary by location based on factors, including the cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.
Top Skills
What We Do
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement
Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
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