Senior Data Analyst

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

We are seeking a highly skilled Senior Data Analyst to join our growing team. As a Senior Data Analyst, you will play a pivotal role in driving data-driven decision-making across the organization. You will work closely with cross-functional teams to uncover insights, optimize business processes, and support strategic initiatives. This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly impact our mission.

At Pontera, we leverage a modern data stack that includes Snowflake, DBT, and Tableau to enable seamless data analysis and visualization.

RESPONSIBILITIES

• Collaborate with stakeholders across teams (e.g., Product, Sales, Marketing) to identify analytical needs and deliver actionable insights.
• Perform deep-dive analyses on complex datasets to uncover trends, identify opportunities, and solve business problems.
• Develop, implement, and maintain dashboards and reports to track key performance indicators (KPIs) and measure business outcomes.
• Support decision-making by providing clear, concise, and impactful data presentations to leadership and other stakeholders.
• Partner with Data Engineering to ensure the accuracy, reliability, and scalability of data pipelines and reporting tools.
• Proactively identify areas for improvement in processes, tools, and data quality, and recommend solutions.

REQUIREMENTS

• Experience: 5+ years of experience in a data analytics role in the tech industry, with a proven track record of driving business impact.
• Technical Skills: Proficiency in SQL and experience with data visualization tools (e.g., Tableau, Power BI, Looker). 
• Analytical Expertise: Strong analytical and problem-solving skills, with the ability to interpret complex data and translate it into actionable insights.
• Business Acumen: Experience working in FinTech, SaaS, or a high-growth startup environment is a plus.
• Communication: Excellent written and verbal communication skills, with the ability to effectively present findings to both technical and non-technical audiences.
• Collaboration: Strong interpersonal skills and the ability to work collaboratively across teams and levels of seniority.

Nice to have 

• Experience working with Product teams as a Product Data Analyst
• Familiarity with Python, R, or similar scripting languages is a plus.
• Specific Tableau experience

• Impactful Opportunity: Be part of a fast-growing startup that's transforming the FinTech industry and make a significant impact on our products and customers.
• Team Culture: Join a collaborative, collegial, and fun work environment with regular team-building events and a supportive atmosphere.
• Equity Participation: All new hires are eligible for equity grants, ensuring you share in the company’s success.
• Professional Growth: Take advantage of sponsored learning and development programs to enhance your skills and grow your career.
• Work Flexibility: Enjoy a hybrid work model with in-office collaboration on Monday, Tuesday, and Wednesday, and remote work on Sunday and Thursday.