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Addition Wealth makes personalized financial expertise accessible and inclusive.
The Role
The Senior Data Analyst will collaborate with the executive team to identify opportunities, drive reporting, and provide insights that guide strategic decisions at Addition Wealth.
Summary Generated by Built In
Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
Addition is growing rapidly, and we’re hiring a Senior Data Analyst. This individual will work closely with the founder and founding team to help identify big opportunities, execute, and will play a key role in the company’s growth. The right individual is smart, scrappy, and be ready to dive into whatever what needs to be done.
As a critical member of our team, you will work directly with the executive team, as well as collaborate across product, design, engineering, and marketing teams to drive reporting and uncover key insights. We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all.
Who You Are
- 3–5 years of experience in a data analyst role within a fast-paced, analytical environment--preferably a high-growth startup
- Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions.
- Strong SQL skills and experience with modern BI tools
- Comfortable working without clean schemas or a well-defined metrics layer
- 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.
- Experience with product analytics and event-based data (Segment, Amplitude, Mixpanel, etc.)
- Familiarity with SaaS or fintech metrics: engagement, activation, retention, NRR
- Python or R for analytical scripting
- Comfort with AI tools in analysis workflows
- Interest or experience in data science (modeling, experimentation, statistical analysis). This is not the job today, but the role has a path there.
Additional Preferred Skills:
What You’ll Do
- Stand up dashboards that replace legacy spreadsheet, starting with the metrics leadership needs to run the business
- Surface conversion patterns, lead quality signals, and pipeline insights for the sales team
- 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.
- Own the rhythm of recurring reporting and business reviews
- Handle ad hoc analysis for leadership. Urgent, time-sensitive questions are part of the job, and you will help build the system for managing that tension against planned work.
- As the data function matures, there is room to grow into product analytics, experimentation, and data science. We want someone who can scale with us.
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
Amplitude
Bi Tools
Mixpanel
Python
R
Segment
SQL
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The Company
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.
Gallery
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!
Typical time on-site:
Flexible
New York, NY
