Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America. We have delivered over $24 billion in affordable and responsible credit over the last 5 years. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B. We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts. Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans. We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
Upgrade is looking to grow our Treasury Analytics team. This key role will be responsible for maintaining a productive relationship with one or more stakeholder groups, understanding their needs as they apply to the context of our analytics service, and collaborating to develop technology solutions (Tableau, SQL, Gsheet) that improve outcomes within the respective function; increase efficiency and quality while mitigating risk.
What You’ll Do:
Consult with internal operations leaders to identify problems or opportunities that can leverage data and analytics to identify solutions
Collect, analyze and interpret large data sets from various sources to answer high-impact business questions and identify patterns, trends, and insights
Perform in-depth analyses and then create data models to identify trends and key drivers that inform important decisions across the business
Create professional visualizations and presentations to communicate findings and complex information to stakeholders in a concise and effective manner
Manage multiple projects, prioritize tasks, meet deadlines and drive successful completion of analytics work while maintaining a high level of accuracy
Ask probing questions to develop data solutions that will not only meet the stakeholders requirements, but also support the goals for the use case
Drive best practices to improve the overall quality of our analytics practices
Partnering with operations leaders, develop and support the roll-out of business KPIs and associated Tableau dashboards that simplify decision making and ensure operational success
Pay attention to small details, identify errors, and maintain high levels of accuracy when working with data
Stay up-to-date with industry trends and emerging technologies, and seek out opportunities to develop new skills
What We Look For:
Bachelor’s degree in data analytics, mathematics, statistics, computer science or related field or equivalent experience
Minimum 2+ years proven experience in Business Analysis; interacting and building relationships with stakeholders, requirements gathering, solution proposal or design.
Basic (2+yrs) SQL query writing experience
Basic (2+yrs) Tableau experience
Strong proficiency in MS Excel & PowerPoint and/or Google Sheets & Slides
Knowledge of data modeling, database management and data warehousing
Strong problem-solving and analytical skills
Strong communication, active listening and presentation skills
Ability to work independently and as part of a team
Nice to Have:
Experience in financial services is preferred
What We Offer You:
Competitive salary and stock option plan
100% paid coverage of medical, dental and vision insurance
Flexible PTO
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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