Data Analyst

• Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It’s not B2B automation. It’s a “before & after” moment in money.

Role Overview

The Data Analyst role sits at the heart of how we make decisions, measure progress, and uncover opportunity. Your mission is to transform raw data into clarity, building the systems, tools, and insights that guide strategy across the business.

This isn’t just about dashboards or reports, it’s about architecting the flow of information that fuels every team, from Product to Finance. You’ll design and maintain the pipelines and models that power our analytics stack, ensuring our data is not only accurate and accessible, but deeply actionable.

You’ll operate at the intersection of engineering precision and business intuition: comfortable writing complex SQL one moment, then distilling findings into a clear narrative for leadership the next. You’ll push the organization toward a truly data-driven culture, one where insights are timely, trusted, and tied to real impact.

What You’ll Do

• Design and maintain ETL workflows that move and transform data between multiple systems to power business intelligence dashboards.

• Work extensively with Redshift to model and optimize data structures for reporting and analytics.

• Translate and work with NoSQL data sources, ensuring smooth integration with other data platforms.

• Build, automate, and monitor data pipelines using tools like Fivetran, Hightouch, Segment, and Stitch.

• Collaborate with business teams — including Finance, Product, and Operations — to identify data needs and transform business questions into analytical solutions.

• Support financial reporting and analytics by applying your understanding of accounting and finance-related concepts.

• Create and maintain dashboards in tools such as Omni, Mode, and Mixpanel, ensuring teams have accurate and timely visibility into KPIs.

• Partner with engineering to ensure data consistency, documentation, and governance across systems.

• Advocate for and contribute to the development of a data-driven organizational culture.

Qualifications

• Must come from a startup, fintech, or similarly fast-paced, high-growth environment.

• Strong proficiency in SQL, with a deep understanding of data modeling, query optimization, and performance tuning in Redshift.

• Experience designing and maintaining ETL workflows that connect multiple data sources and ensure data integrity.

• Comfortable working with NoSQL data and integrating it into analytics pipelines.

• Familiarity with AWS ecosystem services and best practices for data storage, transformation, and access.

• Scripting experience (e.g., Python, SQL scripts) and familiarity with version control (e.g., Git).

• Skilled at working with cross-functional teams to identify business opportunities and deliver measurable impact.

• Experience analyzing and visualizing finance and accounting data preferred.

• Strong communication and data storytelling skills — able to make complex analyses clear and actionable.