SmartAsset is looking for a Business Analyst to join our Finance and Operations team. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in business analytics or finance. This new role will gain a full understanding of our business to provide KPI/OKR transparency to leaders and lead strategic projects.  This is a great opportunity for an individual looking to be part of an innovative and dynamic fintech startup.

Job Duties

• Support monthly KPI close process by aggregating various financial and operational data points from various internal teams
• Standardize a process to efficiently collect, store and report key internal and external KPI data.
• Work closely with senior management to support strategic projects across the organization, pertaining to growth opportunities, pricing/billing, procurement and cost savings opportunities.
• Manage key relationships with internal teams to assure accurate KPI data is gathered and consolidated
• Support the SVP of Finance with updating financial model and projections
• Assist with KPI and OKR alignment and communication
• Maintain process controls per GAAP and current audit policies
• Partner with internal teams to support various external diligence requests
• Support SVP Finance & CEO

Qualifications

• 2-5 years related experience
• Experience with Salesforce, SQL, Quickbooks, Bill.com a plus
• Experience with large dataset and commitment to data structure/accuracy
• Strong communication skills and a proactive attitude 
• Experience with Excel and Google Sheets, including pivot tables, vlookups and data reconciliations
• Proactive attitude and interest in building efficiency and scaling operations
• Bachelor’s Degree in business, accounting or finance

Perks

• Virtual happy hours and team social activities
• Generous benefits package with cost of some medical and dental plans covered at 100%
• 401(k) plan with match that immediately vests
• Professional education reimbursement program
• Paid Parental Leave