Senior Data Analyst

About the position

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. 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

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

Nice-to-haves

• Experience working with GTM teams, with an emphasis of Sales and CS
• Familiarity with Python, R, or similar scripting languages is a plus.
• Specific Tableau experience

Benefits

• Compensation: $150,000 to $180,000 annually
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Equity: All new hires are eligible for equity grant participation
• Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
• Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy)
• Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
• Food Perks: Fully stocked kitchen & lunch reimbursement program
• Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day