Senior Data Analyst - Drive Strategy & Impact

Senior Data Analyst

Job Type: Full-time, Onsite

Location:

Milpitas office, California

Salary: $115K to $130K (based on experience)

We are seeking a Senior Data Analyst based out of our Milpitas office, passionate about using data to drive decisions, uncover insights, and shape products that transform how people experience financial wellness. In this role, you'll own end-to-end analytics initiatives, influence strategy across the organization, and mentor junior analysts as we scale our data function.

• Lead cross-functional analytics partnerships with product, engineering, marketing, operations, and customer teams—scoping ambiguous business problems, designing analytical frameworks, and delivering insights that drive measurable outcomes.
• Leverage SQL and Python to query and analyze large datasets, identifying trends, anomalies, and opportunities for optimization.
• Design and build dashboards and compelling visualizations using Sigma Computing, Tableau, or other BI tools to make informed, data-driven decisions.
• Support performance analytics and tracking for key business areas—building measurement frameworks for product adoption, customer success, and business growth.
• Act as a trusted advisor to internal and external stakeholders, including senior leadership, translating technical findings into clear, strategic recommendations.
• Stay on top of emerging technologies in analytics, ML/AI, and cloud computing (familiarity with Snowflake and AWS Sage Maker is a strong plus).

• 3–5 years of experience in data analytics or a closely related role, with a track record of delivering high-impact analytical work in complex business environments.
• Bachelor's degree in a quantitative discipline—Statistics, Mathematics, Data Science, Economics, etc.
• Proficiency with scripting and querying languages (Python, R, SQL) and statistical software.
• Demonstrated experience leading analytical projects, from requirements gathering through stakeholder delivery and iteration.
• Hands‑on experience with business intelligence and visualization tools (e.g., Sigma Computing, Tableau, etc.).
• Working knowledge of machine learning concepts and tools (AWS Sage Maker or equivalent); experience collaborating with data scientists on model development and deployment is a plus.
• Experience in SaaS, B2B software, or high‑growth startups is a strong plus.
• High EQ and an exceptional communicator—capable of translating complex findings for both technical and executive audiences.
• A self‑starter with a bias toward action and a growth mindset—takes ownership, moves quickly, and constantly raises the bar for self and team.
• A creative, resourceful problem solver who finds out‑of‑the‑box approaches to complex challenges.
• Proactive, curious, and detail‑oriented, with strong problem‑solving instincts and a drive to make an impact.

• Company‑sponsored Health, Dental, and Vision insurance
• 401(k), traditional and Roth with a company match
• Tuition assistance or tuition reimbursement
• Unlimited paid time off
• Monthly gym reimbursement
• Paid time off to volunteer
• Paid family leave
• Complimentary office lunches
• Opportunity to grow professionally
• Opportunity to work with a great team committed to making a difference