Full-Time

Data Analyst

Marketing

Posted on 10/31/2025

Monarch Money

Monarch Money

51-200 employees

Personal finance platform with advisor collaboration

Compensation Overview

$136k - $185k/yr

+ Equity

Remote in USA

Remote

Category
Data & Analytics (2)
,
Required Skills
SQL
Google AdWords
Requirements
  • 3+ years in a data analyst (or similar) role
  • Strong understanding of core marketing metrics (CAC, LTV, conversion rates, ROAS, etc)
  • Naturally curious and comfortable with ambiguity. Able to balance speed vs. accuracy and can make recommendations on the best approach to solving a problem
  • Able to translate business needs into analytical requirements and explain complex topics to non-technical stakeholders
  • Expert level SQL - you are comfortable not just with selecting data but with creating new tables, advanced features like window functions, and writing clear and succinct code
  • Experience with a business intelligence/data visualization tool (we use Omni) to build reports and dashboards
  • Experience with DBT (or a similar data transformation tool) to create and refine data models
  • Experience with in-platform marketing analytics tools (Google Ads, Meta, etc)
Responsibilities
  • Partner with growth team to analyze marketing initiatives, build reporting and dashboards, and bring new datasets into our data warehouse
  • Monitor performance and provide insight into key metrics such as CAC, ROAS, and conversion rates
  • Provide data and insight into business decisions and share results with broader company and leadership team
  • Support forecasting, budgeting, and growth modeling efforts
  • Analyze active user behavior as well as our onboarding funnel and dive into anomalies to understand changes in the business
  • Build new datasets and pipelines while also helping to maintain/update our existing data infrastructure
Desired Qualifications
  • Experience in consumer subscription analytics
  • Experience in an early stage, high growth startup
  • Experience with Python or R

Monarch Money provides a personal finance management platform for individuals and families to gain financial clarity and confidence. It aggregates accounts, tracks spending, builds budgets, and plans cash flow across a web interface and mobile apps (iOS and Android). Users can invite partners or financial advisors to collaborate directly in the app at no extra cost, enabling shared planning and guidance. The product helps with investment planning, cash flow management, and goal setting through a subscription-based model that unlocks premium features. Monarch differentiates itself by emphasizing built-in collaboration with advisors and a user-friendly, family-oriented workflow, backed by credible investors. The company aims to foster financial resilience by helping users develop healthy financial habits and achieve their financial goals.

Company Size

51-200

Company Stage

Series B

Total Funding

$94.8M

Headquarters

San Francisco, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Series B raised $75M at $850M valuation led by FPV Ventures.
  • User growth surged post-Mint closure capturing demand.
  • $75M funds platform expansion and team growth.

What critics are saying

  • YNAB erodes users with superior zero-based budgeting.
  • Copilot Money undercuts with AI insights and lower pricing.
  • Plaid outages disrupt syncing causing high churn.

What makes Monarch Money unique

  • Monarch Money enables free collaboration with partners and advisors.
  • Monarch Money provides ad-free comprehensive financial views.
  • Monarch Money acquired Monarch.com domain for branding.

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Benefits

Remote Work Options

Company Equity

Home Office Stipend

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

0%

2 year growth

0%
DomainInvesting.com
Jul 11th, 2025
Monarch Money Acquires Monarch.com Domain

Monarch.com was acquired by Andy Booth, brokered by Sedo's Dave Evanson, and now forwards to MonarchMoney.com. Monarch, a personal finance app, recently raised $75 million in Series B funding, valuing the company at $850 million. Andrew Miller of Hilco Digital Assets confirmed the sale, though the price remains undisclosed due to an NDA. The acquisition aligns with Monarch's branding strategy.

Archynewsy
May 24th, 2025
Monarch Money Secures $75M Series B

Monarch Money, a financial wellness platform, has secured $75 million in Series B funding. This investment will be used to expand the platform's capabilities, enhance user experience, and grow the team. Monarch Money distinguishes itself with a comprehensive financial view, investment tracking, and collaborative planning features. The funding round, led by FPV Ventures and Forerunner Ventures, underscores strong investor confidence in Monarch Money's potential to revolutionize personal finance management.

FintechBits
May 23rd, 2025
The personal finance app Monarch secures an additional $75 million in funding.

The personal finance app Monarch secures an additional $75 million in funding.

CNBC
May 23rd, 2025
Monarch raises $75M amid fintech downturn

Monarch, a personal finance app, raised $75 million in a Series B round, valuing the company at $850 million. This funding comes amid a challenging period for consumer fintechs. Monarch's growth surged after Mint's closure, as it offers a paid, ad-free service. The round, led by FPV, highlights Monarch's innovative approach to financial planning. Despite a 38% decline in fintech funding, Monarch's success stands out in the current "nuclear winter" for fintech startups.

Senior Planet from AARP
Apr 7th, 2025
Save Cash With Your Phone

Forbes ranked Monarch as the "Best Replacement for Mint," and the Wall Street Journal named it the "Best Budgeting App."

INACTIVE