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Full-Time

Senior Data Analyst

Product

Posted on 6/6/2024

Guideline

Guideline

201-500 employees

Affordable 401(k) and IRA retirement plans

Fintech
Financial Services

Compensation Overview

$111.5k - $140kAnnually

+ Company Equity + 401(k) with Matching Contributions + Annual Learning and Development Stipend + Parental Leave + Sabbatical after 5 years of employment

Senior

Washington, USA + 9 more

More locations: California, USA | Texas, USA | Florida, USA | Colorado, USA | New York, NY, USA | Maryland, USA | Maine, USA | Massachusetts, USA | North Carolina, USA

Employment open to residents of CA, CO, FL, MA, MD, ME, NC, NY, TX, and WA.

Category
Data Analysis
Data & Analytics
Required Skills
Sales
SQL
Marketing
Looker
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 4+ years of professional experience in an analytical capacity, preferably in marketing or sales domains.
  • Proficiency in SQL and familiarity with reporting tools such as CRM systems, Excel/Google Sheets. Experience with Looker, Big Query is a plus.
  • Demonstrated experience with regression analysis, A/B testing, and various modeling techniques.
  • Ability to communicate data insights effectively through clear visualizations to non-technical team members.
  • Strong inclination to collaborate with multiple teams and effectively prioritize tasks within a dynamic environment.
Responsibilities
  • Collaborate with stakeholders to understand analytical requirements and define metrics accurately.
  • Identify, standardize, and document key metrics for clarity and consistency.
  • Develop and maintain interactive dashboards and reports to provide stakeholders with real-time insights.
  • Continuously monitor dashboards to ensure accuracy and reliability.
  • Collaborate with stakeholders to understand their business objectives and data needs.
  • Utilize advanced analytics techniques to extract meaningful insights from complex datasets.
  • Translate data findings into actionable recommendations that drive strategic decision-making.
  • Proactively identify trends, patterns, and anomalies in data to uncover hidden opportunities or risks.
  • Communicate findings effectively to non-technical stakeholders through clear visualizations and presentations.
  • Provide training and support to stakeholders on data interpretation and analysis tools, empowering them to make data-driven decisions independently.

Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, featuring automatic enrollment, low monthly fees, and compliance testing. As a 3(38) fiduciary, Guideline manages investment options to prioritize employees' best interests. They operate on a subscription-based model, allowing businesses to access essential retirement plan services at a low cost, with options for customization through additional features like profit sharing and matching. Guideline Pro is a platform designed for financial professionals, offering tools to help clients manage retirement plans effectively. The company's goal is to make retirement savings more accessible and affordable, enabling more individuals to prepare for their future.

Company Stage

Series E

Total Funding

$339M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

4%

2 year growth

-6%
Simplify Jobs

Simplify's Take

What believers are saying

  • The launch of new products like the Starter plan and SEP IRA demonstrates Guideline's commitment to making retirement savings accessible to a broader audience.
  • Guideline's partnership with Vanguard to reduce fees by nearly 50% enhances its value proposition for cost-conscious clients.
  • The new mobile app and Enterprise tier offer a more seamless and customized user experience, likely increasing customer satisfaction and retention.

What critics are saying

  • The competitive landscape of fintech and retirement planning is crowded, requiring Guideline to continuously innovate to maintain its edge.
  • Managing a growing number of accounting professionals and advisors could strain resources and impact service quality.

What makes Guideline unique

  • Guideline's focus on affordable and customizable 401(k) plans for small to medium-sized businesses sets it apart from traditional retirement plan providers.
  • Acting as a 3(38) fiduciary, Guideline takes on the responsibility of managing investment options, ensuring they are in the best interest of employees, unlike many competitors.
  • The introduction of the Guideline Pro platform for financial and benefits professionals adds a layer of expertise and user-friendliness that is not commonly found in the market.

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Benefits

Flexible vacation policy

Company equity

401(k) with matching contributions

100% paid employee insurance coverage

Annual learning & development stipend

Parental leave

Sabbatical after 5 years of employment

INACTIVE