Who You Are
- 3–5 years of experience in a data-focused role within a fast-paced, analytical environment—consulting, investment banking, private equity, or a high-growth startup (preferably fintech).
- Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions.
- Strong analytical and problem-solving skills, with a proven ability to translate ambiguous questions into clear, data-driven narratives.
- Self-starter who thrives in a dynamic, high-accountability environment and can work autonomously while collaborating effectively with diverse teams.
- Experience designing, maintaining, and optimizing data models, dashboards, and reporting pipelines.
- Excellent communication skills, capable of distilling complex data into actionable insights for technical and non-technical audiences alike.
- Passionate about our mission to make personalized financial expertise more inclusive and accessible.
What You’ll Do
- Own the end-to-end analytics process—from data collection and transformation to insight generation and visualization.
- Partner with leadership across Product, Marketing, Partnerships, and Finance to identify key metrics, define success criteria, and measure business impact.
- Design and maintain dashboards and reporting frameworks that empower teams to make faster, smarter decisions.
- Build our reporting capabilities and support the enterprise in internal and external reporting needs.
- Build and optimize ETL/ELT pipelines to ensure data reliability, scalability, and accuracy.
- Conduct deep-dive analyses on user behavior, product performance, and revenue trends to surface opportunities for growth and efficiency.
- Support executive decision-making with clear, data-backed recommendations and scenario modeling.
- Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management.
- Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing.
Perks & Benefits
- Competitive salary
- 401(k) & Employer Match
- Work from anywhere
- Health insurance & wellness benefits
- Equity compensation
- Generous parental leave
- Unlimited vacation
- Company offsites
- Unlimited access to financial professionals
Top Skills
What We Do
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.
Why Work With Us
We are technologists and financial experts committed to helping people with their finances and money decisions.
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Addition Wealth Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have employees in different locations, but our NYC team works in person a few days a week in our great office in Flatiron!