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Senior Data Analyst at Pontera

Senior Data Analyst

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Pontera

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Posted on: 
May 19, 2023
Status:
Active
Views:
192

Summary of the Senior Data Analyst job at Pontera

Pontera is hiring a Senior Data Analyst with 3 - 5 years of experience. Based in United States - New York, NY and with Hybrid ways of working. The expected salary range for this role is $125,000 - $150,000
About Pontera

Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. I

Senior Data Analyst job description

We are looking for a Senior Data Analyst to join our Product team. This role will be our first US-Based member of the Business Analysts team, and will work closely with our Israel BI team while supporting our Business Development, Marketing, and Finance teams in the US.

The Senior Data Analyst should have the ability to guide the company in data-driven decisions and to tell stories through data. You will need to have the skills and experience to analyze vast amounts of data to provide insights that can move the business forward. The best candidate for this role will be a self-starter and problem solver who enjoys working in a fast-paced, highly collaborative environment.

Responsibilities

  • Translate research data and findings into actionable strategic insights using strong storytelling, data visualization, and presentation skills
  • Partner with the product and business key roles to build reports, dashboards and metrics
  • Support weekly and monthly reporting and analytics needs for the organization, identifying significant changes and trends that will materially impact the company’s growth trajectory
  • Execute complex queries and analysis upon request for data
  • Develop a deep understanding of our business and data and ensure quality output and presentation
  • Create user behavior funnels and drive key business decisions
  • Help influence the product roadmap by providing key insights
  • Maintain strong communication and effective workflows across teams in both the US and Israel
  • Present data-driven insights and KPIs to C-Level Executives
Senior Data Analyst job requirements

Requirements

  • 4+ years of experience working as a Data Analyst, preferably at a tech startup
  • Proven experience working with Tableau (or other similar front-end data tools)
  • Expert level of SQL
  • Strong analytical skills
  • Great communication and interpersonal skills
  • Curious, independent, and self-motivated

BONUS POINTS:

  • Proficiency in Salesforce reporting (able to run reports, build dashboards), ability to build automations and configure integrations/data feeds
  • Experience leading a team
What we offer at Pontera

What We Offer

  • Compensation: $125,000 to $150,000 annually
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO days

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Pontera

Pontera

is hiring

Senior Data Analyst

Website:
Posted on: 
February 26, 2024

About Our Company

Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. I

Job Description & Responsibilities

We are looking for a Senior Data Analyst to join our Product team. This role will be our first US-Based member of the Business Analysts team, and will work closely with our Israel BI team while supporting our Business Development, Marketing, and Finance teams in the US.

The Senior Data Analyst should have the ability to guide the company in data-driven decisions and to tell stories through data. You will need to have the skills and experience to analyze vast amounts of data to provide insights that can move the business forward. The best candidate for this role will be a self-starter and problem solver who enjoys working in a fast-paced, highly collaborative environment.

Responsibilities

  • Translate research data and findings into actionable strategic insights using strong storytelling, data visualization, and presentation skills
  • Partner with the product and business key roles to build reports, dashboards and metrics
  • Support weekly and monthly reporting and analytics needs for the organization, identifying significant changes and trends that will materially impact the company’s growth trajectory
  • Execute complex queries and analysis upon request for data
  • Develop a deep understanding of our business and data and ensure quality output and presentation
  • Create user behavior funnels and drive key business decisions
  • Help influence the product roadmap by providing key insights
  • Maintain strong communication and effective workflows across teams in both the US and Israel
  • Present data-driven insights and KPIs to C-Level Executives

Requirements

Requirements

  • 4+ years of experience working as a Data Analyst, preferably at a tech startup
  • Proven experience working with Tableau (or other similar front-end data tools)
  • Expert level of SQL
  • Strong analytical skills
  • Great communication and interpersonal skills
  • Curious, independent, and self-motivated

BONUS POINTS:

  • Proficiency in Salesforce reporting (able to run reports, build dashboards), ability to build automations and configure integrations/data feeds
  • Experience leading a team

What we offer

What We Offer

  • Compensation: $125,000 to $150,000 annually
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO days
Apply now

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