FeeX
  • 8 active jobs (view)

  • Published: December 2, 2021
Category
Job Type
Level of education
High school
Spoken Language needed
English
Level of Hebrew
Hebrew not required
Location of job
New York
How many relevant years experience do you require for the role:
More than 3 years

Description

* Candidates must be eligible to work and live in the US *

The Company

FeeX is a FinTech startup revolutionizing wealth management by making it possible for financial advisors to actively manage 401(k) and other held away accounts. The FeeX solution empowers advisors to offer comprehensive, holistic services to their end clients, and enables end clients to rest assured that the entirety of their portfolios are purposely directed. FeeX clients range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms.

The position

We’re looking for a Senior Data Analyst with previous proven on-hands experience to become the first one working at our headquarters in New York.As a Data Analyst at our headquarters, you’ll deliver high quality analytics for our business users, play a key role working directly with the management team of the company and have a huge impact on the company KPI’s and key decisions.

Responsibilities:

- Support weekly and monthly reporting and analytics needs for the sales organization, identifying significant changes and trends that will materially impact the company’s growth trajectory
- Provide monthly updates and forecast insights to Sales and Revenue Operations on key activity within their Sales Team and Territories
- Decipher key business drivers through your ability to cut and manipulate data
- Develop, evaluate and maintain reports and dashboards mainly on Tableau
- Execute complex queries and analysis upon request for data
- Develop a deep understanding of our business and data and ensure quality output and presentation
- Effectively communicate data analysis, insights, and stories to the company’s business teams and act as an advocate for data driven decision making
- Support management team decisions with data
- Work alongside core business teams to better integrate with the BI systems

Requirements

* Candidates must be eligible to work and live in the US *

- 4 years of experience working in a successful Startup as a Data/Business Analyst
- Experience with front-end tools like Tableau (or Power BI/Qlikview /Etc.)
- High Proficiency in SQL
- Proficiency in Salesforce reporting (able to run reports, build dashboards), ability to build automations and configure integrations/data feeds a plus
- Strong analytical skills
- Great communication and interpersonal skills
- Independent and self-motivated
- Fast learner
- Experience in developing ETL processes - Bonus
- Experience developing on SSIS - Bonus

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