Insights & Planning Analyst

Posted 6 Days Ago
Hiring Remotely in United States
Remote
Junior
Fintech • HR Tech • Social Impact • Software • Financial Services
We offer an easy and affordable 401(k) retirement plan for the modern workforce.
The Role
The Insights & Planning Analyst will analyze data to identify process vulnerabilities and optimization opportunities, build and maintain data sets and visualizations, and provide actionable business recommendations. This role involves active communication with stakeholders and working collaboratively with engineers and product managers to track key metrics and present insights for business improvement.
Summary Generated by Built In

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth tech company changing the retirement industry. We’ve raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

Why Analytics @ Human Interest?

Analytics are central to our success. Analytics are at the heart of how we make decisions as a company. We’re building the first full stack, automated retirement management platform in the industry – and data tells us how to optimize. 

We are a fast growing company, and it’s time to build an enterprise grade data stack. 

You will be responsible for using data to identify process vulnerabilities and general optimization opportunities. The ability to take large data sets and transform them into actionable business recommendations will be paramount to success in this role.

What you get to do every day

  • Be part of a dynamic and growing team that will help you level up your skills
  • Build and maintain data sets, models and visualizations
  • Work with business partners to identify key metrics, how to improve them, and establish perpetual tracking methods
  • Work with engineers and product managers to set data tracking requirements
  • Provide guidance, reports, and dashboards to successfully track and move these metrics
  • Proactively present insights to help our customers and business based on a deep understanding of operations
  • Deep dives on a wide range of processes in order to identify the biggest opportunities for optimization 
  • Be creative and explore data for impactful business insights

What you bring to the role

  • Ability to present stakeholders with clear, accurate, and impactful recommendations based on data
  • Minimum 2+ years of experience working analytics or data science
  • Experience with SQL
  • Experience with querying large databases
  • Proactive and professional communication in all settings
  • Ability to connect the dots between data and business impact
  • Comfortable working with and combining data across many different data sources
  • Expertise with developing and maintaining compelling data visualizations
  • Passion for learning and growing analytical and process improvement skillset
  • Flexibility in being able to quickly pivot between tasks when necessary

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

  • Customer obsession
  • Long-term orientation
  • Autonomous and accountable teams
  • An escalating bar for talent and performance 
  • Fundamental optimism 

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $80,000 - $90,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Generous PTO and parental leave policies
  • Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra - Enhanced Mental Health Support for Employees and dependents  
  • Carrot - Fertility healthcare and family forming benefits
  • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
  • Fun online and regional events and celebrations and department and company offsites
  • The vast majority of our positions can be 100% remote

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

  • Certified as a Great Place To Work® (2023-2024)
  • Fortune Best Place to Work in the Bay Area (2024)
  • Best Places to Work by Built In (2023-2024)
  • America’s Best Startup Employers by Forbes (2020-2022, 2024) 
  • A Top Company by Y Combinator (2020-2023)
  • Inc. Fastest Growing Companies (2021)


Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [email protected].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures

Top Skills

SQL
The Company
HQ: San Francisco, CA
815 Employees
On-site Workplace
Year Founded: 2015

What We Do

Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

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