Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
DESCRIPTION
We are seeking a highly skilled Senior Data Analyst to join our growing team. As a Senior Data Analyst, you will play a pivotal role in driving data-driven decision-making across the organization. You will work closely with cross-functional teams to uncover insights, optimize business processes, and support strategic initiatives. This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly impact our mission.
At Pontera, we leverage a modern data stack that includes Snowflake, DBT, and Tableau to enable seamless data analysis and visualization.
RESPONSIBILITIES
- Collaborate with stakeholders across teams (e.g., Product, Sales, Marketing) to identify analytical needs and deliver actionable insights.
- Perform deep-dive analyses on complex datasets to uncover trends, identify opportunities, and solve business problems.
- Develop, implement, and maintain dashboards and reports to track key performance indicators (KPIs) and measure business outcomes.
- Support decision-making by providing clear, concise, and impactful data presentations to leadership and other stakeholders.
- Partner with Data Engineering to ensure the accuracy, reliability, and scalability of data pipelines and reporting tools.
- Proactively identify areas for improvement in processes, tools, and data quality, and recommend solutions.
REQUIREMENTS
- Experience: 5+ years of experience in a data analytics role in the tech industry, with a proven track record of driving business impact.
- Technical Skills: Proficiency in SQL and experience with data visualization tools (e.g., Tableau, Power BI, Looker).
- Analytical Expertise: Strong analytical and problem-solving skills, with the ability to interpret complex data and translate it into actionable insights.
- Business Acumen: Experience working in FinTech, SaaS, or a high-growth startup environment is a plus.
- Communication: Excellent written and verbal communication skills, with the ability to effectively present findings to both technical and non-technical audiences.
- Collaboration: Strong interpersonal skills and the ability to work collaboratively across teams and levels of seniority.
Nice to have
- Experience working with Product teams as a Product Data Analyst
- Familiarity with Python, R, or similar scripting languages is a plus.
- Specific Tableau experience
WHAT WE OFFER
- Impactful Opportunity: Be part of a fast-growing startup that's transforming the FinTech industry and make a significant impact on our products and customers.
- Team Culture: Join a collaborative, collegial, and fun work environment with regular team-building events and a supportive atmosphere.
- Equity Participation: All new hires are eligible for equity grants, ensuring you share in the company’s success.
- Professional Growth: Take advantage of sponsored learning and development programs to enhance your skills and grow your career.
- Work Flexibility: Enjoy a hybrid work model with in-office collaboration on Monday, Tuesday, and Wednesday, and remote work on Sunday and Thursday.
Top Skills
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
Gallery
Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
