Financial Insights Professional

6 days ago


Mill Valley, California, United States Boldin Full time
About Us
Boldin is a financial planning platform that aims to empower individuals to make the most of their money and time. Our comprehensive platform allows users to create a plan and understand how their decisions impact their future.

The Role
We are seeking a skilled Data Analyst to join our team. As a Data Analyst, you will work under the direction of the Analytics Lead, 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.

Responsibilities:
- Design, develop, and maintain interactive dashboards and reports that provide real-time visibility into key performance metrics
- Create visually appealing and user-friendly dashboards using tools like Tableau, Power BI, or Looker to present data insights in an easily digestible format
- 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

What We Offer:
- Competitive salary range of $100,000 - $130,000 based on experience and qualifications
- Remote work environment
- Unlimited PTO and great health insurance
- 401k matching and dental, vision, and life benefits

Requirements:
- 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
- Excellent communication skills. Presenting information will be a regular part of this role.

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