Senior Business Analyst

1 month ago

New York, New York, United States Pontera Full time

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

Pontera is seeking a Senior Business Analyst for our Analytics & Insights team. This is a new team based in the US that partners with our Business Development and Marketing teams to provide in-depth analytics and reporting insights. Strong SQL and data visualization skills - using Tableau or a similar software - are a must. Salesforce reporting experience is a huge plus.

This is an exciting opportunity to partner closely with internal teams and build our reporting infrastructure from the ground up. This role will have a strong impact on the overall business.



RESPONSIBILITIES
  • Own dashboard development for key stakeholders using Tableau.
  • Be the primary point of contact for ad hoc data requests for our GTM teams.
  • Assist in developing, reporting, and automating key performance metrics for all levels of the organization.
  • Routinely monitor dashboards, ensuring they are performing optimally.
  • Creatively seek out and combine varied data sources to deliver recommendations.
  • Manage team documentation through Guru.

REQUIREMENTS

  • 5+ years working experience as a business analyst or in a similar role
  • Experience working directly with stakeholders
  • Advanced data visualization experience, preferably using Tableau
  • Experience managing projects across multiple teams
  • Experience with Salesforce CRM a huge plus
  • Bachelor's Degree


WHAT WE OFFER
  • Compensation: $110,000 to $120,000 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

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.


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