Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.

Pontera is seeking a Senior Business Analyst for our Analytics & Insights team. This is a new team based in the US that partners with our Business Development and Marketing teams to provide in-depth analytics and reporting insights. Strong SQL and data visualization skills - using Tableau or a similar software - are a must. Salesforce reporting experience is a huge plus.

This is an exciting opportunity to partner closely with internal teams and build our reporting infrastructure from the ground up. This role will have a strong impact on the overall business.

Responsibilities

• Own the dashboard development process from end-to-end, from establishing KPIs with stakeholders to building the end deliverable.
• Work with key stakeholders to ensure their teams are accurately measuring performance.
• Provide in-depth analysis to key stakeholders across all levels of the organization, presenting findings in an easily digestible manner.
• Be the primary point of contact for ad hoc data requests for our US-based teams.
• Routinely monitor dashboards, ensuring they are performing optimally.
• Manage team documentation through Guru.

Requirements

• 5+ years working experience as a business analyst or in a similar role
• Experience working directly with stakeholders required
• Advanced experience building out data visualizations in Tableau required
• Experience working with complex data sets
• Experience managing projects across multiple teams
• Experience with Salesforce is a huge plus
• Bachelor's degree