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Roles
Compensation
USD 75000 - 95000
Compensation range is USD $75,000-$95,000 plus equity and benefits; 100% paid medical, dental and vision insurance, flexible PTO, competitive 401(k), opportunities for professional growth, paid parental leave, health & wellness initiatives.
- Salary period
- yearly
- Location basis
- San Francisco, CA
- Equity
- Equity mentioned as part of compensation
Benefits
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Competitive 401(k)
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
- Equity and benefits
Tech stack
Required
Location
San Francisco, San Francisco, California, United States
Work setup
- Employment
- full-time
- Level
- Junior
- Remote policy
- Remote
- Remote scope
- unclear
Role details
Responsibilities
- Analyze data to identify trends, patterns, and anomalies
- Support root cause analysis and performance investigations
- Assist in KPI tracking, data quality checks, and governance processes
- Build and maintain business intelligence reports and apply statistical analysis fundamentals
- Serve as the data resource for the commercial and account management teams
- Write and maintain SQL queries using joins, CTEs, and window functions
- Support query optimization and performance improvements
- Work within existing data models and warehouse structures to extract and transform data for reporting needs
- Document data logic and query definitions to support data validation and reconciliation efforts
- Help enhance and maintain scenario models under guidance
- Track and report on forecast accuracy
- Build and maintain dashboards and standard reports
- Develop clear, accurate data visualizations following best practices
- Support QBR preparation and executive reporting
- Contribute to automated reporting solutions
Requirements
- 2 or more years of experience in an analytics or data-focused role
- SQL proficiency including joins, CTEs, and window functions
- Experience with Tableau
- Experience with Microsoft Excel
- Experience with Redshift
- Experience with Databricks
- Use AI tools like Claude or ChatGPT as a real part of your workflow
- Genuinely curious about data and what it means; investigate when something looks off
- Ability to gather and document business requirements
- Ability to collaborate cross-functionally
- Ability to present findings clearly
- Ability to translate data outputs into plain-language summaries
- Comfortable forming and testing hypotheses with guidance
- Ability to identify patterns and trends in structured datasets; flag anomalies and contribute observations
Application
Please mention the word **EXONERATE** and tag RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==).
- Portfolio
- not required
- GitHub
- not required
- Cover letter
- not required
- Apply flow
- external
Company context
improving customers' financial well-being by building affordable and responsible financial products
- Product
- financial products and consumer credit
- Industry
- fintech
- Funding
- backed by prominent technology investors; most recently valued at $7.3B
Description
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. We’re looking for a curious, detail-oriented Junior Business and Data Analyst to join our growing analytics team. About the Role You will support data-driven decision making by building reports, writing SQL queries, and surfacing insights that help business leaders understand performance and identify opportunities. You will work closely with senior analysts and business stakeholders while continuing to develop your skills in analytics, forecasting, and data storytelling. What You’ll Do - Analyze data to identify trends, patterns, and anomalies; support root cause analysis and performance investigations. - Assist in KPI tracking, data quality checks, and governance processes. - Build and maintain business intelligence reports and apply statistical analysis fundamentals. - Serve as the data resource for the commercial and account management teams. - Write and maintain SQL queries using joins, CTEs, and window functions; support query optimization and performance improvements. - Work within existing data models and warehouse structures to extract and transform data for reporting needs. - Document data logic and query definitions to support data validation and reconciliation efforts. - Help enhance and maintain scenario models under guidance; track and report on forecast accuracy. - Build and maintain dashboards and standard reports; develop clear, accurate data visualizations. - Support QBR preparation and executive reporting; contribute to automated reporting solutions. What We Look For - 2 or more years of experience in an analytics or data-focused role. - SQL proficiency including joins, CTEs, and window functions. - Experience with Tableau, Microsoft Excel, Redshift, and Databricks. - Use AI tools like Claude or ChatGPT as a real part of your workflow. - Ability to gather and document business requirements, collaborate cross-functionally, and contribute to business case development. - Ability to present findings clearly and translate data outputs into plain-language summaries. - Comfortable forming and testing hypotheses with guidance and developing critical and structured thinking skills. What We Offer You Competitive salary; 100% paid coverage of medical, dental and vision insurance; flexible PTO; competitive 401(k); opportunities for professional growth and development; paid parental leave; health & wellness initiatives. The compensation range is USD $75,000-$95,000 plus equity and benefits.
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