Data Analyst

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

We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.