Boldin
Data Analyst
Boldin
$100k - $130k
Remote
SQL
Python

Data Analyst

Overview

Boldin is looking for a dynamic, experienced Data Analyst to join their growing team of professionals. The role involves developing, implementing, and maintaining Boldin’s Consumer and Enterprise reporting while setting a foundation for data fluency across the organization.

Job Description

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.

Responsibilities

  • - Design, develop, and maintain interactive dashboards and reports
  • - 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
  • - Create visually appealing and user-friendly dashboards using tools like Tableau, Power BI, or Looker
  • - Generate regular and ad-hoc reports that summarize key metrics and trends
  • - Employ best practices in data visualization
  • - Work closely with product managers, marketing teams, and executives
  • - Ensure the integrity and accuracy of data used in reporting
  • - Develop best practices for tracking, instrumentation of data and events across the platform

Required Skills

  • - 3+ years of experience in a position monitoring, managing, manipulating, and drawing insights from data
  • - Strong SQL skills and ability to perform effective querying involving multiple tables and subqueries
  • - Experience with Python for data analysis
  • - Interest in data engineering tasks such as data modeling and writing spark jobs
  • - Experience with Google Tag Manager, Google Analytics and Amplitude (or similar tools) is preferred
  • - Experience in financial services ecosystem is preferred
  • - Excellent communication skills

Benefits

  • - Remote work environment
  • - Actual work/life balance (unlimited PTO)
  • - Great health insurance
  • - 401k matching
  • - Dental, vision, and life benefits

About the company

Financial confidence comes from more than just savings and investments. Our retirement planner provides you with decision-making strategies for every factor of your financial life.


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